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Patrick M. Sweeney & Associates’s Emerson Electric EMR Stock Holding History

Patrick M. Sweeney & Associates’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 		$772K Sell
5,391
-35
-0.6% -$4.93K 0.44% 59
2026
Q1 		$711K Buy
5,426
+76
+1% +$10.9K 0.46% 59
2025
Q4 		$710K Buy
5,350
+95
+2% +$12.6K 0.44% 57
2025
Q3 		$689K Buy
5,255
+1
+0% +$136 0.45% 55
2025
Q2 		$734K Buy
5,254
+1
+0% +$115 0.51% 47
2025
Q1 		$576K Buy
5,253
+2
+0% +$241 0.43% 64
2024
Q4 		$651K Sell
5,251
-24
-0.5% -$2.91K 0.49% 55
2024
Q3 		$577K Buy
5,275
+282
+6% +$30.3K 0.42% 63
2024
Q2 		$550K Buy
4,993
+1
+0% +$111 0.44% 58
2024
Q1 		$566K Buy
4,992
+182
+4% +$18.7K 0.47% 54
2023
Q4 		$468K Buy
+4,810
New +$440K 0.43% 61

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

Patrick M. Sweeney & Associates's EMR Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its Emerson Electric (EMR) stake by 0.65% in Q2 2026, selling an estimated $4.93K and leaving 5,391 shares worth $772K. The position accounts for 0.44% of the portfolio, ranked #59.

Patrick M. Sweeney & Associates first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Patrick M. Sweeney & Associates held 5,391 shares of Emerson Electric worth $772K as of Q2 2026.
  • Patrick M. Sweeney & Associates sold 35 Emerson Electric shares in Q2 2026, an estimated $4.93K.
  • Emerson Electric made up 0.44% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #59 holding.
  • Patrick M. Sweeney & Associates first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
  • 2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.