Mark Sheptoff Financial Planning’s Emerson Electric EMR Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-1,000	Closed	-$103K	–	531
2025 Q4	$103K	Hold	1,000	–	–	0.05%	138
2025 Q3	$103K	Hold	1,000	–	–	0.05%	135
2025 Q2	$103K	Hold	1,000	–	–	0.05%	124
2025 Q1	$103K	Hold	1,000	–	–	0.06%	119
2024 Q4	$103K	Hold	1,000	–	–	0.06%	119
2024 Q3	$103K	Sell	1,000 -147	-13%	-$15.8K	0.05%	125
2024 Q2	$126K	Buy	1,147 +147	+15%	+$16.3K	0.07%	118
2024 Q1	$95.8K	Hold	1,000	–	–	0.05%	134
2023 Q4	$95.8K	Hold	1,000	–	–	0.06%	123
2023 Q3	$95.8K	Sell	1,000 -162	-14%	-$15.4K	0.06%	111
2023 Q2	$105K	Hold	1,162	–	–	0.06%	116
2023 Q1	$101K	Hold	1,162	–	–	0.06%	110
2022 Q4	$112K	Hold	1,162	–	–	0.07%	106
2022 Q3	$85K	Hold	1,162	–	–	0.05%	117
2022 Q2	$92K	Hold	1,162	–	–	0.05%	119
2022 Q1	$114K	Hold	1,162	–	–	0.06%	128
2021 Q4	$108K	Buy	1,162 +36	+3%	+$3.39K	0.05%	135
2021 Q3	$106K	Buy	1,126 +126	+13%	+$12.6K	0.06%	137
2021 Q2	$76K	Hold	1,000	–	–	0.04%	153
2021 Q1	$76K	Hold	1,000	–	–	0.04%	135
2020 Q4	$76K	Hold	1,000	–	–	0.04%	140
2020 Q3	$66K	Hold	1,000	–	–	0.04%	135
2020 Q2	$62K	Hold	1,000	–	–	0.04%	139
2020 Q1	$48K	Hold	1,000	–	–	0.04%	136
2019 Q4	$76K	Hold	1,000	–	–	0.05%	126
2019 Q3	$67K	Sell	1,000 -300	-23%	-$18.9K	0.05%	128
2019 Q2	$87K	Hold	1,300	–	–	0.06%	127
2019 Q1	$89K	Hold	1,300	–	–	0.06%	124
2018 Q4	$78K	Hold	1,300	–	–	0.06%	111
2018 Q3	$100K	Hold	1,300	–	–	0.07%	128
2018 Q2	$90K	Hold	1,300	–	–	0.07%	128
2018 Q1	$89K	Hold	1,300	–	–	0.06%	136
2017 Q4	$91K	Hold	1,300	–	–	0.06%	145
2017 Q3	$82K	Hold	1,300	–	–	0.06%	154
2017 Q2	$78K	Sell	1,300 -1	-0.1%	-$59	0.05%	152
2017 Q1	$78K	Buy	1,301 +1	+0.1%	+$60	0.06%	153
2016 Q4	$72K	Hold	1,300	–	–	0.05%	152
2016 Q3	$71K	Buy	1,300 +261	+25%	+$14K	0.05%	145
2016 Q2	$54K	Buy	1,039 +39	+4%	+$2.07K	0.04%	154
2016 Q1	$54K	Hold	1,000	–	–	0.04%	148
2015 Q4	$48K	Hold	1,000	–	–	0.04%	166
2015 Q3	$44K	Hold	1,000	–	–	0.04%	167
2015 Q2	$55K	Sell	1,000 -1,500	-60%	-$88.1K	0.04%	163
2015 Q1	$142K	Hold	2,500	–	–	0.12%	118
2014 Q4	$154K	Hold	2,500	–	–	0.14%	105
2014 Q3	$156K	Hold	2,500	–	–	0.14%	115
2014 Q2	$166K	Hold	2,500	–	–	0.14%	110
2014 Q1	$167K	Buy	+2,500	New	+$165K	0.15%	107

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

Mark Sheptoff Financial Planning's EMR Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 1,000 shares — an estimated $103K sold.

Mark Sheptoff Financial Planning first reported a position in EMR in Q1 2014 and held it in 48 quarters. The position peaked at $167K in Q1 2014. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 1,000 Emerson Electric shares in Q1 2026, an estimated $103K.
Mark Sheptoff Financial Planning first reported a position in Emerson Electric in Q1 2014 and held it in 48 quarters.
Mark Sheptoff Financial Planning's Emerson Electric position peaked at $167K in Q1 2014.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.