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Mowery & Schoenfeld Wealth Management’s Emerson Electric EMR Stock Holding History

Mowery & Schoenfeld 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 		$6.68K Sell
51
-56
-52% -$8.05K 0.01% 252
2025
Q4 		$14.2K Buy
107
+77
+257% +$10.2K 0.02% 214
2025
Q3 		$3.97K Hold
30
– – 0.01% 304
2025
Q2 		$4.02K Buy
30
+28
+1,400% +$3.21K 0.01% 291
2025
Q1 		$220 Hold
2
– – ﹤0.01% 445
2024
Q4 		$248 Hold
2
– – ﹤0.01% 476
2024
Q3 		$219 Hold
2
– – ﹤0.01% 229
2024
Q2 		$221 Hold
2
– – ﹤0.01% 208
2024
Q1 		$227 Hold
2
– – ﹤0.01% 159
2023
Q4 		$195 Buy
+2
New +$183 ﹤0.01% 166

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

Mowery & Schoenfeld Wealth Management's EMR Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Emerson Electric (EMR) stake by 52% in Q1 2026, selling an estimated $8.05K and leaving 51 shares worth $6.68K. The position accounts for 0.01% of the portfolio, ranked #252.

Mowery & Schoenfeld Wealth Management first reported a position in EMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.2K in Q4 2025. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 51 shares of Emerson Electric worth $6.68K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 56 Emerson Electric shares in Q1 2026, an estimated $8.05K.
  • Emerson Electric made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #252 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Emerson Electric in Q4 2023 and has held it in 10 quarters since.
  • Mowery & Schoenfeld Wealth Management's Emerson Electric position peaked at $14.2K in Q4 2025.
  • 2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.