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Marcum Wealth’s Emerson Electric EMR Stock Holding History

Marcum Wealth’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
2025
Q1 		$596K Sell
5,439
-203
-4% -$24.5K 0.05% 172
2024
Q4 		$699K Buy
5,642
+550
+11% +$66.7K 0.06% 154
2024
Q3 		$557K Sell
5,092
-186
-4% -$20K 0.05% 178
2024
Q2 		$581K Sell
5,278
-277
-5% -$30.6K 0.06% 165
2024
Q1 		$630K Buy
5,555
+1,513
+37% +$155K 0.06% 155
2023
Q4 		$393K Buy
4,042
+99
+3% +$9.06K 0.04% 217
2023
Q3 		$381K Buy
3,943
+160
+4% +$15.2K 0.05% 207
2023
Q2 		$342K Sell
3,783
-137
-3% -$11.5K 0.04% 222
2023
Q1 		$342K Sell
3,920
-64
-2% -$5.59K 0.04% 226
2022
Q4 		$383K Sell
3,984
-335
-8% -$30.1K 0.05% 206
2022
Q3 		$316K Buy
4,319
+459
+12% +$38.1K 0.05% 231
2022
Q2 		$307K Buy
3,860
+97
+3% +$8.55K 0.05% 229
2022
Q1 		$369K Buy
3,763
+190
+5% +$18K 0.05% 212
2021
Q4 		$332K Hold
3,573
– – 0.05% 229
2021
Q3 		$337K Buy
3,573
+170
+5% +$17K 0.05% 218
2021
Q2 		$328K Buy
3,403
+17
+0.5% +$1.6K 0.05% 209
2021
Q1 		$305K Buy
+3,386
New +$291K 0.05% 218

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Marcum Wealth's EMR Position: Q1 2025 in Review

Marcum Wealth reduced its Emerson Electric (EMR) stake by 3.6% in Q1 2025, selling an estimated $24.5K and leaving 5,439 shares worth $596K. The position accounts for 0.05% of the portfolio, ranked #172.

Marcum Wealth first reported a position in EMR in Q1 2021 and has held it in 17 quarters since. The position peaked at $699K in Q4 2024. 2,070 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Marcum Wealth held 5,439 shares of Emerson Electric worth $596K as of Q1 2025.
  • Marcum Wealth sold 203 Emerson Electric shares in Q1 2025, an estimated $24.5K.
  • Emerson Electric made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #172 holding.
  • Marcum Wealth first reported a position in Emerson Electric in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Emerson Electric position peaked at $699K in Q4 2024.
  • 2,070 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.