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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
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 $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

Massachusetts Wealth Management's EMR Position: Q1 2026 in Review

Massachusetts Wealth Management reduced its Emerson Electric (EMR) stake by 0.49% in Q1 2026, selling an estimated $13.9K and leaving 19,700 shares worth $2.58M. The position accounts for 1.12% of the portfolio, ranked #36.

Massachusetts Wealth Management first reported a position in EMR in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.63M in Q4 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Massachusetts Wealth Management held 19,700 shares of Emerson Electric worth $2.58M as of Q1 2026.
  • Massachusetts Wealth Management sold 97 Emerson Electric shares in Q1 2026, an estimated $13.9K.
  • Emerson Electric made up 1.12% of Massachusetts Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Massachusetts Wealth Management first reported a position in Emerson Electric in Q4 2022 and has held it in 14 quarters since.
  • Massachusetts Wealth Management's Emerson Electric position peaked at $2.63M in Q4 2025.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.