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PDS Planning’s Emerson Electric EMR Stock Holding History

PDS Planning’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 		$867K Buy
6,614
+350
+6% +$50.3K 0.06% 165
2025
Q4 		$831K Sell
6,264
-20
-0.3% -$2.65K 0.06% 166
2025
Q3 		$824K Sell
6,284
-84
-1% -$11.5K 0.06% 161
2025
Q2 		$849K Buy
6,368
+205
+3% +$23.5K 0.06% 149
2025
Q1 		$676K Buy
6,163
+265
+4% +$31.9K 0.06% 165
2024
Q4 		$731K Buy
5,898
+121
+2% +$14.7K 0.06% 128
2024
Q3 		$632K Sell
5,777
-52
-0.9% -$5.59K 0.06% 154
2024
Q2 		$642K Sell
5,829
-261
-4% -$28.9K 0.06% 130
2024
Q1 		$691K Buy
6,090
+82
+1% +$8.42K 0.07% 121
2023
Q4 		$585K Buy
6,008
+322
+6% +$29.5K 0.07% 126
2023
Q3 		$549K Buy
5,686
+51
+0.9% +$4.86K 0.07% 119
2023
Q2 		$509K Buy
5,635
+735
+15% +$61.9K 0.07% 128
2023
Q1 		$427K Buy
4,900
+58
+1% +$5.07K 0.06% 139
2022
Q4 		$465K Sell
4,842
-124
-2% -$11.1K 0.07% 102
2022
Q3 		$364K Buy
4,966
+599
+14% +$49.7K 0.07% 111
2022
Q2 		$347K Buy
4,367
+197
+5% +$17.4K 0.06% 122
2022
Q1 		$409K Buy
4,170
+479
+13% +$45.4K 0.07% 115
2021
Q4 		$343K Buy
3,691
+47
+1% +$4.42K 0.07% 125
2021
Q3 		$343K Buy
3,644
+28
+0.8% +$2.79K 0.08% 120
2021
Q2 		$348K Sell
3,616
-225
-6% -$21.2K 0.08% 115
2021
Q1 		$347K Buy
3,841
+661
+21% +$56.9K 0.1% 106
2020
Q4 		$256K Sell
3,180
-115
-3% -$8.55K 0.09% 121
2020
Q3 		$216K Buy
+3,295
New +$217K 0.09% 124
2018
Q1 		– Sell
-3,235
Closed -$225K – 77
2017
Q4 		$225K Buy
+3,235
New +$210K 0.23% 61

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

PDS Planning's EMR Position: Q1 2026 in Review

PDS Planning increased its Emerson Electric (EMR) stake by 5.6% in Q1 2026, buying an estimated $50.3K and bringing the position to 6,614 shares worth $867K. The position accounts for 0.06% of the portfolio, ranked #165.

PDS Planning first reported a position in EMR in Q4 2017 and has held it in 24 quarters since. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • PDS Planning held 6,614 shares of Emerson Electric worth $867K as of Q1 2026.
  • PDS Planning bought 350 Emerson Electric shares in Q1 2026, an estimated $50.3K.
  • Emerson Electric made up 0.06% of PDS Planning's portfolio in Q1 2026, its #165 holding.
  • PDS Planning first reported a position in Emerson Electric in Q4 2017 and has held it in 24 quarters since.
  • 2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.