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Meridian Wealth Management’s Emerson Electric EMR Stock Holding History

Meridian 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 		$4.92M Sell
34,358
-1,785
-5% -$251K 0.15% 135
2026
Q1 		$4.74M Buy
36,143
+1,237
+4% +$178K 0.17% 120
2025
Q4 		$4.63M Sell
34,906
-352
-1% -$46.7K 0.16% 114
2025
Q3 		$4.63M Buy
35,258
+614
+2% +$83.7K 0.18% 109
2025
Q2 		$4.62M Buy
34,644
+112
+0.3% +$12.8K 0.2% 108
2025
Q1 		$3.79M Sell
34,532
-62
-0.2% -$7.47K 0.18% 126
2024
Q4 		$4.29M Buy
34,594
+288
+0.8% +$34.9K 0.2% 105
2024
Q3 		$3.75M Buy
+34,306
New +$3.69M 0.18% 121
2024
Q2 		– Sell
-32,716
Closed -$3.71M – 359
2024
Q1 		$3.71M Buy
32,716
+968
+3% +$99.4K 0.62% 29
2023
Q4 		$3.09M Buy
31,748
+20,252
+176% +$1.85M 0.2% 117
2023
Q3 		$1.11M Buy
11,496
+3,714
+48% +$354K 0.07% 220
2023
Q2 		$703K Sell
7,782
-259
-3% -$21.8K 0.06% 259
2023
Q1 		$701K Buy
8,041
+77
+1% +$6.73K 0.06% 261
2022
Q4 		$765K Buy
7,964
+885
+13% +$79.6K 0.07% 236
2022
Q3 		$518K Sell
7,079
-755
-10% -$62.7K 0.06% 270
2022
Q2 		$623K Buy
7,834
+1,831
+31% +$161K 0.05% 308
2022
Q1 		$589K Hold
6,003
– – 0.06% 216
2021
Q4 		$558K Hold
6,003
– – 0.06% 231
2021
Q3 		$565K Buy
6,003
+12
+0.2% +$1.2K 0.07% 208
2021
Q2 		$577K Buy
5,991
+525
+10% +$49.4K 0.07% 204
2021
Q1 		$493K Hold
5,466
– – 0.07% 211
2020
Q4 		$439K Buy
+5,466
New +$406K 0.07% 205
2017
Q3 		– Sell
-5,007
Closed -$299K – 167
2017
Q2 		$299K Buy
5,007
+666
+15% +$39.5K 0.19% 122
2017
Q1 		$260K Buy
4,341
+447
+11% +$26.7K 0.16% 132
2016
Q4 		$230K Buy
+3,894
New +$209K 0.18% 113

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

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

Meridian Wealth Management reduced its Emerson Electric (EMR) stake by 4.9% in Q2 2026, selling an estimated $251K and leaving 34,358 shares worth $4.92M. The position accounts for 0.15% of the portfolio, ranked #135.

Meridian Wealth Management first reported a position in EMR in Q4 2016 and has held it in 25 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Meridian Wealth Management held 34,358 shares of Emerson Electric worth $4.92M as of Q2 2026.
  • Meridian Wealth Management sold 1,785 Emerson Electric shares in Q2 2026, an estimated $251K.
  • Emerson Electric made up 0.15% of Meridian Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Meridian Wealth Management first reported a position in Emerson Electric in Q4 2016 and has held it in 25 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.