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Lifeworks Advisors’s Emerson Electric EMR Stock Holding History

Lifeworks Advisors’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$341K Buy
+2,380
New +$335K 0.04% 251
2025
Q1 		– Sell
-3,659
Closed -$453K – 311
2024
Q4 		$453K Sell
3,659
-558
-13% -$67.7K 0.08% 180
2024
Q3 		$461K Buy
4,217
+558
+15% +$60K 0.09% 172
2024
Q2 		$403K Sell
3,659
-522
-12% -$57.7K 0.11% 149
2024
Q1 		$474K Sell
4,181
-445
-10% -$45.7K 0.13% 131
2023
Q4 		$450K Sell
4,626
-360
-7% -$33K 0.16% 125
2023
Q3 		$482K Buy
4,986
+2,643
+113% +$252K 0.19% 125
2023
Q2 		$212K Buy
+2,343
New +$197K 0.09% 152

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lifeworks Advisors's EMR Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in Emerson Electric (EMR) in Q2 2026: 2,380 shares worth $341K. The stake represents 0.04% of the portfolio and ranks #251 among its holdings. This is a return to the name: Lifeworks Advisors previously reported a position in EMR as recently as Q4 2024.

Lifeworks Advisors first reported a position in EMR in Q2 2023 and has held it in 8 quarters since. The position peaked at $482K in Q3 2023. 2,289 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Lifeworks Advisors held 2,380 shares of Emerson Electric worth $341K as of Q2 2026.
  • Emerson Electric was a new Lifeworks Advisors position in Q2 2026.
  • Emerson Electric made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #251 holding.
  • Lifeworks Advisors first reported a position in Emerson Electric in Q2 2023 and has held it in 8 quarters since.
  • Lifeworks Advisors's Emerson Electric position peaked at $482K in Q3 2023.
  • 2,289 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.