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Massachusetts Wealth Management’s Emerson Electric EMR Stock Holding History

Massachusetts 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 		$2.83M Buy
19,800
+100
+0.5% +$14.1K 1.08% 35
2026
Q1 		$2.58M Sell
19,700
-97
-0.5% -$13.9K 1.12% 36
2025
Q4 		$2.63M Sell
19,797
-86
-0.4% -$11.4K 1.22% 28
2025
Q3 		$2.61M Buy
19,883
+400
+2% +$54.5K 1.29% 26
2025
Q2 		$2.6M Buy
19,483
+472
+2% +$54.1K 1.47% 23
2025
Q1 		$2.08M Buy
19,011
+525
+3% +$63.3K 1.43% 28
2024
Q4 		$2.29M Buy
18,486
+475
+3% +$57.6K 1.41% 25
2024
Q3 		$1.97M Buy
18,011
+1,690
+10% +$182K 1.24% 39
2024
Q2 		$1.8M Buy
16,321
+75
+0.5% +$8.29K 1.21% 35
2024
Q1 		$1.84M Buy
16,246
+800
+5% +$82.2K 1.3% 32
2023
Q4 		$1.5M Buy
15,446
+441
+3% +$40.4K 1.21% 35
2023
Q3 		$1.45M Buy
15,005
+200
+1% +$19K 1.33% 29
2023
Q2 		$1.34M Buy
14,805
+625
+4% +$52.6K 1.28% 33
2023
Q1 		$1.24M Sell
14,180
-500
-3% -$43.7K 1.27% 32
2022
Q4 		$1.32M Buy
+14,680
New +$1.32M 1.28% 33

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

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

Massachusetts Wealth Management increased its Emerson Electric (EMR) stake by 0.51% in Q2 2026, buying an estimated $14.1K and bringing the position to 19,800 shares worth $2.83M. The position accounts for 1.08% of the portfolio, ranked #35.

Massachusetts Wealth Management first reported a position in EMR in Q4 2022 and has held it in 15 quarters since. 2,289 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Massachusetts Wealth Management held 19,800 shares of Emerson Electric worth $2.83M as of Q2 2026.
  • Massachusetts Wealth Management bought 100 Emerson Electric shares in Q2 2026, an estimated $14.1K.
  • Emerson Electric made up 1.08% of Massachusetts Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Massachusetts Wealth Management first reported a position in Emerson Electric in Q4 2022 and has held it in 15 quarters since.
  • 2,289 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.