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Lyell Wealth Management’s Emerson Electric EMR Stock Holding History

Lyell Wealth Management’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 		$340K Buy
+2,377
New +$335K 0.02% 185

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

Lyell Wealth Management's EMR Position: Q2 2026 in Review

Lyell Wealth Management opened a new position in Emerson Electric (EMR) in Q2 2026: 2,377 shares worth $340K. The stake represents 0.02% of the portfolio and ranks #185 among its holdings.

2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Lyell Wealth Management held 2,377 shares of Emerson Electric worth $340K as of Q2 2026.
  • Emerson Electric was a new Lyell Wealth Management position in Q2 2026.
  • Emerson Electric made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #185 holding.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.