Peloton Wealth Strategists’s Emerson Electric EMR Stock Holding History

Peloton Wealth Strategists’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	$4.09M	Sell	31,235 -700	-2%	-$101K	1.66%	19
2025 Q4	$4.24M	Sell	31,935 -2,050	-6%	-$272K	1.64%	20
2025 Q3	$4.46M	Sell	33,985 -1,525	-4%	-$208K	1.75%	18
2025 Q2	$4.74M	Buy	35,510 +100	+0.3%	+$11.5K	1.9%	16
2025 Q1	$3.88M	Sell	35,410 -50	-0.1%	-$6.03K	1.62%	20
2024 Q4	$4.39M	Buy	35,460 +130	+0.4%	+$15.8K	1.77%	20
2024 Q3	$3.86M	Buy	35,330 +3,690	+12%	+$397K	1.54%	24
2024 Q2	$3.48M	Sell	31,640 -120	-0.4%	-$13.3K	1.43%	28
2024 Q1	$3.6M	Buy	31,760 +1,025	+3%	+$105K	1.46%	29
2023 Q4	$2.99M	Buy	30,735 +640	+2%	+$58.6K	1.3%	33
2023 Q3	$2.91M	Buy	30,095 +11,250	+60%	+$1.07M	1.34%	31
2023 Q2	$1.7M	Buy	18,845 +15,470	+458%	+$1.3M	0.75%	50
2023 Q1	$294K	Buy	+3,375	New	+$295K	0.13%	79

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Peloton Wealth Strategists's EMR Position: Q1 2026 in Review

Peloton Wealth Strategists reduced its Emerson Electric (EMR) stake by 2.2% in Q1 2026, selling an estimated $101K and leaving 31,235 shares worth $4.09M. The position accounts for 1.66% of the portfolio, ranked #19.

Peloton Wealth Strategists first reported a position in EMR in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.74M in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Peloton Wealth Strategists held 31,235 shares of Emerson Electric worth $4.09M as of Q1 2026.
Peloton Wealth Strategists sold 700 Emerson Electric shares in Q1 2026, an estimated $101K.
Emerson Electric made up 1.66% of Peloton Wealth Strategists's portfolio in Q1 2026, its #19 holding.
Peloton Wealth Strategists first reported a position in Emerson Electric in Q1 2023 and has held it in 13 quarters since.
Peloton Wealth Strategists's Emerson Electric position peaked at $4.74M in Q2 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.