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Medallion Wealth Advisors’s Emerson Electric EMR Stock Holding History

Medallion Wealth Advisors’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 		$347K Hold
2,652
– – 0.11% 173
2025
Q4 		$352K Buy
2,652
+80
+3% +$10.6K 0.12% 164
2025
Q3 		$337K Sell
2,572
-20
-0.8% -$2.73K 0.12% 167
2025
Q2 		$349K Hold
2,592
– – 0.13% 152
2025
Q1 		$285K Buy
2,592
+41
+2% +$4.94K 0.13% 159
2024
Q4 		$303K Buy
+2,551
New +$309K 0.15% 145

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

Medallion Wealth Advisors's EMR Position: Q1 2026 in Review

Medallion Wealth Advisors held its Emerson Electric (EMR) position steady in Q1 2026 at 2,652 shares worth $347K. The position accounts for 0.11% of the portfolio, ranked #173.

Medallion Wealth Advisors first reported a position in EMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $352K in Q4 2025. 2,195 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Medallion Wealth Advisors held 2,652 shares of Emerson Electric worth $347K as of Q1 2026.
  • Medallion Wealth Advisors left its Emerson Electric share count unchanged in Q1 2026.
  • Emerson Electric made up 0.11% of Medallion Wealth Advisors's portfolio in Q1 2026, its #173 holding.
  • Medallion Wealth Advisors first reported a position in Emerson Electric in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Emerson Electric position peaked at $352K in Q4 2025.
  • 2,195 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.