LMG Wealth Partners’s Emerson Electric EMR Stock Holding History

LMG Wealth Partners’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 Q1	$6.72M	Buy	51,323 +802	+2%	+$115K	1.23%	26
2025 Q4	$6.71M	Sell	50,521 -4,657	-8%	-$618K	1.25%	25
2025 Q3	$7.24M	Sell	55,178 -262	-0.5%	-$35.7K	1.35%	21
2025 Q2	$7.39M	Sell	55,440 -241	-0.4%	-$27.6K	1.52%	19
2025 Q1	$6.1M	Sell	55,681 -53	-0.1%	-$6.39K	1.36%	25
2024 Q4	$6.91M	Buy	55,734 +122	+0.2%	+$14.8K	1.51%	22
2024 Q3	$6.08M	Buy	55,612 +2,389	+4%	+$257K	1.39%	26
2024 Q2	$5.86M	Buy	53,223 +525	+1%	+$58K	1.46%	24
2024 Q1	$5.98M	Sell	52,698 -7,030	-12%	-$722K	1.51%	24
2023 Q4	$5.81M	Sell	59,728 -9	-0%	-$824	1.61%	24
2023 Q3	$5.77M	Buy	59,737 +1,079	+2%	+$103K	1.76%	19
2023 Q2	$5.3M	Buy	58,658 +940	+2%	+$79.1K	1.62%	20
2023 Q1	$5.03M	Buy	57,718 +2,644	+5%	+$231K	1.62%	21
2022 Q4	$5.02M	Buy	+55,074	New	+$4.95M	1.66%	22

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LMG Wealth Partners's EMR Position: Q1 2026 in Review

LMG Wealth Partners increased its Emerson Electric (EMR) stake by 1.6% in Q1 2026, buying an estimated $115K and bringing the position to 51,323 shares worth $6.72M. The position accounts for 1.23% of the portfolio, ranked #26.

LMG Wealth Partners first reported a position in EMR in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.39M in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

LMG Wealth Partners held 51,323 shares of Emerson Electric worth $6.72M as of Q1 2026.
LMG Wealth Partners bought 802 Emerson Electric shares in Q1 2026, an estimated $115K.
Emerson Electric made up 1.23% of LMG Wealth Partners's portfolio in Q1 2026, its #26 holding.
LMG Wealth Partners first reported a position in Emerson Electric in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's Emerson Electric position peaked at $7.39M in Q2 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.