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Marks Group Wealth Management’s Emerson Electric EMR Stock Holding History

Marks Group 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
Q1 		$1.48M Buy
11,296
+242
+2% +$34.8K 0.14% 163
2025
Q4 		$1.47M Hold
11,054
– – 0.14% 154
2025
Q3 		$1.45M Hold
11,054
– – 0.13% 143
2025
Q2 		$1.47M Hold
11,054
– – 0.14% 146
2025
Q1 		$1.21M Sell
11,054
-500
-4% -$60.3K 0.12% 168
2024
Q4 		$1.43M Sell
11,554
-500
-4% -$60.6K 0.14% 142
2024
Q3 		$1.32M Sell
12,054
-87
-0.7% -$9.36K 0.13% 156
2024
Q2 		$1.34M Sell
12,141
-124
-1% -$13.7K 0.14% 149
2024
Q1 		$1.39M Sell
12,265
-278
-2% -$28.6K 0.15% 146
2023
Q4 		$1.22M Buy
12,543
+54
+0.4% +$4.94K 0.14% 152
2023
Q3 		$1.21M Hold
12,489
– – 0.15% 148
2023
Q2 		$1.13M Sell
12,489
-56
-0.4% -$4.71K 0.13% 155
2023
Q1 		$1.09M Hold
12,545
– – 0.14% 153
2022
Q4 		$1.21M Hold
12,545
– – 0.16% 144
2022
Q3 		$919K Sell
12,545
-46
-0.4% -$3.82K 0.14% 159
2022
Q2 		$1M Buy
12,591
+46
+0.4% +$4.05K 0.14% 157
2022
Q1 		$1.23M Buy
12,545
+267
+2% +$25.3K 0.15% 146
2021
Q4 		$1.14M Buy
+12,278
New +$1.16M 0.14% 157

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marks Group Wealth Management's EMR Position: Q1 2026 in Review

Marks Group Wealth Management increased its Emerson Electric (EMR) stake by 2.2% in Q1 2026, buying an estimated $34.8K and bringing the position to 11,296 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #163.

Marks Group Wealth Management first reported a position in EMR in Q4 2021 and has held it in 18 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Marks Group Wealth Management held 11,296 shares of Emerson Electric worth $1.48M as of Q1 2026.
  • Marks Group Wealth Management bought 242 Emerson Electric shares in Q1 2026, an estimated $34.8K.
  • Emerson Electric made up 0.14% of Marks Group Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Marks Group Wealth Management first reported a position in Emerson Electric in Q4 2021 and has held it in 18 quarters since.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.