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MBM Wealth Consultants’s Emerson Electric EMR Stock Holding History

MBM Wealth Consultants’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 		– Sell
-533
Closed -$69.8K – 204
2026
Q1 		$69.8K Sell
533
-2,157
-80% -$310K 0.02% 138
2025
Q4 		$357K Hold
2,690
– – 0.08% 98
2025
Q3 		$353K Hold
2,690
– – 0.09% 94
2025
Q2 		$359K Hold
2,690
– – 0.1% 92
2025
Q1 		$295K Sell
2,690
-200
-7% -$24.1K 0.09% 97
2024
Q4 		$353K Hold
2,890
– – 0.11% 81
2024
Q3 		$316K Sell
2,890
-92
-3% -$9.9K 0.1% 82
2024
Q2 		$327K Buy
2,982
+92
+3% +$10.2K 0.11% 73
2024
Q1 		$328K Sell
2,890
-72
-2% -$7.39K 0.12% 74
2023
Q4 		$281K Sell
2,962
-1,028
-26% -$94.1K 0.11% 80
2023
Q3 		$378K Hold
3,990
– – 0.16% 63
2023
Q2 		$368K Sell
3,990
-1,300
-25% -$109K 0.16% 65
2023
Q1 		$348K Hold
5,290
– – 0.14% 67
2022
Q4 		$508K Hold
5,290
– – 0.24% 57
2022
Q3 		$400K Hold
5,290
– – 0.19% 57
2022
Q2 		$421K Hold
5,290
– – 0.21% 56
2022
Q1 		$519K Sell
5,290
-1,300
-20% -$123K 0.22% 60
2021
Q4 		$613K Buy
6,590
+390
+6% +$36.7K 0.25% 55
2021
Q3 		$584K Buy
6,200
+4,500
+265% +$449K 0.27% 47
2021
Q2 		$164K Hold
1,700
– – 0.08% 106
2021
Q1 		$153K Hold
1,700
– – 0.08% 103
2020
Q4 		$137K Hold
1,700
– – 0.07% 98
2020
Q3 		$111K Hold
1,700
– – 0.07% 97
2020
Q2 		$105K Hold
1,700
– – 0.07% 89
2020
Q1 		$81K Hold
1,700
– – 0.07% 95
2019
Q4 		$130K Hold
1,700
– – 0.1% 85
2019
Q3 		$114K Hold
1,700
– – 0.09% 92
2019
Q2 		$114K Hold
1,700
– – 0.09% 92
2019
Q1 		$116K Hold
1,700
– – 0.1% 90
2018
Q4 		$102K Buy
+1,700
New +$115K 0.1% 97

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

MBM Wealth Consultants's EMR Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Emerson Electric (EMR) in Q2 2026, closing a stake of 533 shares — an estimated $69.8K sold.

MBM Wealth Consultants first reported a position in EMR in Q4 2018 and held it in 30 quarters. The position peaked at $613K in Q4 2021. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Emerson Electric position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 533 Emerson Electric shares in Q2 2026, an estimated $69.8K.
  • MBM Wealth Consultants first reported a position in Emerson Electric in Q4 2018 and held it in 30 quarters.
  • MBM Wealth Consultants's Emerson Electric position peaked at $613K in Q4 2021.
  • 2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.