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PBMares Wealth Management’s Emerson Electric EMR Stock Holding History

PBMares 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
2025
Q3 		$291K Hold
2,220
– – 0.05% 156
2025
Q2 		$296K Hold
2,220
– – 0.05% 148
2025
Q1 		$243K Hold
2,220
– – 0.05% 170
2024
Q4 		$275K Hold
2,220
– – 0.06% 157
2024
Q3 		$243K Buy
2,220
+51
+2% +$5.49K 0.05% 165
2024
Q2 		$239K Buy
+2,169
New +$240K 0.06% 163

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PBMares Wealth Management's EMR Position: Q3 2025 in Review

PBMares Wealth Management held its Emerson Electric (EMR) position steady in Q3 2025 at 2,220 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #156.

PBMares Wealth Management first reported a position in EMR in Q2 2024 and has held it in 6 quarters since. The position peaked at $296K in Q2 2025. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • PBMares Wealth Management held 2,220 shares of Emerson Electric worth $291K as of Q3 2025.
  • PBMares Wealth Management left its Emerson Electric share count unchanged in Q3 2025.
  • Emerson Electric made up 0.05% of PBMares Wealth Management's portfolio in Q3 2025, its #156 holding.
  • PBMares Wealth Management first reported a position in Emerson Electric in Q2 2024 and has held it in 6 quarters since.
  • PBMares Wealth Management's Emerson Electric position peaked at $296K in Q2 2025.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.