Obermeyer Wealth Partners’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $882K | Sell |
6,729
-154
| -2% | -$22.1K | 0.04% | 119 |
|
|
2025
Q4 | $914K | Sell |
6,883
-1,033
| -13% | -$137K | 0.04% | 122 |
|
|
2025
Q3 | $1.04M | Sell |
7,916
-1,068
| -12% | -$146K | 0.05% | 105 |
|
|
2025
Q2 | $1.2M | Buy |
8,984
+201
| +2% | +$23.1K | 0.06% | 93 |
|
|
2025
Q1 | $963K | Buy |
8,783
+668
| +8% | +$80.5K | 0.05% | 104 |
|
|
2024
Q4 | $1.01M | Buy |
8,115
+2,253
| +38% | +$273K | 0.05% | 98 |
|
|
2024
Q3 | $641K | Buy |
5,862
+641
| +12% | +$69K | 0.03% | 132 |
|
|
2024
Q2 | $575K | Sell |
5,221
-24
| -0.5% | -$2.65K | 0.03% | 136 |
|
|
2024
Q1 | $595K | Sell |
5,245
-479
| -8% | -$49.2K | 0.04% | 131 |
|
|
2023
Q4 | $557K | Buy |
5,724
+132
| +2% | +$12.1K | 0.04% | 109 |
|
|
2023
Q3 | $540K | Sell |
5,592
-574
| -9% | -$54.7K | 0.04% | 104 |
|
|
2023
Q2 | $557K | Sell |
6,166
-148
| -2% | -$12.5K | 0.04% | 110 |
|
|
2023
Q1 | $550K | Sell |
6,314
-937
| -13% | -$81.9K | 0.04% | 109 |
|
|
2022
Q4 | $697K | Buy |
7,251
+144
| +2% | +$12.9K | 0.05% | 92 |
|
|
2022
Q3 | $520K | Sell |
7,107
-3,346
| -32% | -$278K | 0.04% | 111 |
|
|
2022
Q2 | $831K | Buy |
10,453
+207
| +2% | +$18.2K | 0.06% | 75 |
|
|
2022
Q1 | $1M | Buy |
10,246
+42
| +0.4% | +$3.98K | 0.06% | 73 |
|
|
2021
Q4 | $949K | Hold |
10,204
| – | – | 0.05% | 78 |
|
|
2021
Q3 | $961K | Hold |
10,204
| – | – | 0.05% | 76 |
|
|
2021
Q2 | $982K | Buy |
10,204
+823
| +9% | +$77.4K | 0.05% | 80 |
|
|
2021
Q1 | $846K | Buy |
9,381
+2,349
| +33% | +$202K | 0.05% | 87 |
|
|
2020
Q4 | $565K | Sell |
7,032
-64
| -0.9% | -$4.76K | 0.04% | 77 |
|
|
2020
Q3 | $465K | Buy |
7,096
+1,130
| +19% | +$74.4K | 0.03% | 87 |
|
|
2020
Q2 | $370K | Buy |
+5,966
| New | +$339K | 0.03% | 94 |
|
|
2020
Q1 | – | Sell |
-2,900
| Closed | -$221K | – | 127 |
|
|
2019
Q4 | $221K | Sell |
2,900
-125
| -4% | -$9.01K | 0.02% | 119 |
|
|
2019
Q3 | $202K | Buy |
+3,025
| New | +$190K | 0.02% | 119 |
|
|
2015
Q4 | – | Sell |
-8,000
| Closed | -$353K | – | 124 |
|
|
2015
Q3 | $353K | Sell |
8,000
-1,400
| -15% | -$68.8K | 0.04% | 87 |
|
|
2015
Q2 | $521K | Sell |
9,400
-13,059
| -58% | -$767K | 0.04% | 79 |
|
|
2015
Q1 | $1.27M | Sell |
22,459
-167,038
| -88% | -$9.71M | 0.1% | 66 |
|
|
2014
Q4 | $11.7M | Buy |
+189,497
| New | +$11.9M | 1.06% | 40 |
|
Other funds holding EMR
VCM
VPM
Obermeyer Wealth Partners's EMR Position: Q1 2026 in Review
Obermeyer Wealth Partners reduced its Emerson Electric (EMR) stake by 2.2% in Q1 2026, selling an estimated $22.1K and leaving 6,729 shares worth $882K. The position accounts for 0.04% of the portfolio, ranked #119.
Obermeyer Wealth Partners first reported a position in EMR in Q4 2014 and has held it in 30 quarters since. The position peaked at $11.7M in Q4 2014. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.
- Obermeyer Wealth Partners held 6,729 shares of Emerson Electric worth $882K as of Q1 2026.
- Obermeyer Wealth Partners sold 154 Emerson Electric shares in Q1 2026, an estimated $22.1K.
- Emerson Electric made up 0.04% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #119 holding.
- Obermeyer Wealth Partners first reported a position in Emerson Electric in Q4 2014 and has held it in 30 quarters since.
- Obermeyer Wealth Partners's Emerson Electric position peaked at $11.7M in Q4 2014.
- 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.