MSWM
EMR icon

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
Q2 		$7.3K Hold
51
– – 0.01% 271
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 $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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's EMR Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Emerson Electric (EMR) position steady in Q2 2026 at 51 shares worth $7.3K. The position accounts for 0.01% of the portfolio, ranked #271.

Mowery & Schoenfeld Wealth Management first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.2K in Q4 2025. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 51 shares of Emerson Electric worth $7.3K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's Emerson Electric position peaked at $14.2K in Q4 2025.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.