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Perigon Wealth Management’s Emerson Electric EMR Stock Holding History

Perigon 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
2026
Q1 		$2.87M Buy
21,905
+237
+1% +$34.1K 0.05% 305
2025
Q4 		$2.88M Sell
21,668
-396
-2% -$52.5K 0.05% 291
2025
Q3 		$2.89M Buy
22,064
+330
+2% +$45K 0.06% 279
2025
Q2 		$2.9M Buy
21,734
+19
+0.1% +$2.18K 0.07% 269
2025
Q1 		$2.38M Sell
21,715
-2,940
-12% -$354K 0.06% 279
2024
Q4 		$3.04M Sell
24,655
-485
-2% -$58.8K 0.07% 243
2024
Q3 		$2.75M Sell
25,140
-75
-0.3% -$8.07K 0.07% 246
2024
Q2 		$2.78M Sell
25,215
-36
-0.1% -$3.98K 0.08% 213
2024
Q1 		$2.86M Buy
25,251
+3,927
+18% +$403K 0.09% 206
2023
Q4 		$2.08M Sell
21,324
-10
-0% -$916 0.07% 223
2023
Q3 		$2.06M Sell
21,334
-3,434
-14% -$327K 0.08% 202
2023
Q2 		$2.24M Buy
24,768
+6,178
+33% +$520K 0.09% 196
2023
Q1 		$1.62M Sell
18,590
-1,621
-8% -$142K 0.09% 202
2022
Q4 		$1.94M Buy
20,211
+5,202
+35% +$468K 0.12% 174
2022
Q3 		$1.1M Buy
15,009
+292
+2% +$24.3K 0.1% 193
2022
Q2 		$1.17M Sell
14,717
-10
-0.1% -$882 0.1% 193
2022
Q1 		$1.44M Sell
14,727
-127
-0.9% -$12K 0.1% 180
2021
Q4 		$1.38M Buy
14,854
+617
+4% +$58.1K 0.1% 181
2021
Q3 		$1.34M Buy
14,237
+3
+0% +$299 0.12% 165
2021
Q2 		$1.37M Buy
14,234
+4
+0% +$376 0.12% 151
2021
Q1 		$1.28M Buy
14,230
+539
+4% +$46.4K 0.13% 152
2020
Q4 		$1.1M Sell
13,691
-18
-0.1% -$1.34K 0.13% 134
2020
Q3 		$899K Buy
13,709
+120
+0.9% +$7.9K 0.13% 134
2020
Q2 		$843K Buy
13,589
+67
+0.5% +$3.81K 0.13% 125
2020
Q1 		$700K Buy
13,522
+692
+5% +$45.6K 0.13% 129
2019
Q4 		$989K Buy
12,830
+361
+3% +$26K 0.2% 90
2019
Q3 		$845K Sell
12,469
-272
-2% -$17.1K 0.2% 85
2019
Q2 		$850K Hold
12,741
– – 0.2% 86
2019
Q1 		$908K Hold
12,741
– – 0.21% 82
2018
Q4 		$815K Sell
12,741
-3,093
-20% -$209K 0.21% 85
2018
Q3 		$1.21M Buy
15,834
+343
+2% +$25.3K 0.3% 63
2018
Q2 		$1.07M Buy
15,491
+175
+1% +$12.3K 0.32% 64
2018
Q1 		$1.05M Buy
15,316
+752
+5% +$53.5K 0.39% 53
2017
Q4 		$1.01M Sell
14,564
-227
-2% -$14.7K 0.38% 50
2017
Q3 		$929K Sell
14,791
-66
-0.4% -$3.98K 0.3% 72
2017
Q2 		$886K Sell
14,857
-3,510
-19% -$208K 0.19% 121
2017
Q1 		$1.1M Sell
18,367
-140
-0.8% -$8.36K 0.23% 112
2016
Q4 		$1.12M Buy
18,507
+2,571
+16% +$138K 0.24% 106
2016
Q3 		$869K Sell
15,936
-175
-1% -$9.38K 0.22% 102
2016
Q2 		$840K Sell
16,111
-5,167
-24% -$274K 0.22% 106
2016
Q1 		$940K Hold
21,278
– – 0.29% 79
2015
Q4 		$1.02M Sell
21,278
-5,710
-21% -$272K 0.28% 99
2015
Q3 		$1.19M Sell
26,988
-4,385
-14% -$216K 0.35% 77
2015
Q2 		$1.74M Sell
31,373
-655
-2% -$38.5K 0.46% 59
2015
Q1 		$1.81M Sell
32,028
-1,020
-3% -$59.3K 0.5% 56
2014
Q4 		$2.04M Buy
33,048
+575
+2% +$36K 0.61% 50
2014
Q3 		$2.03M Sell
32,473
-575
-2% -$37.3K 0.61% 48
2014
Q2 		$2.19M Buy
33,048
+290
+0.9% +$19.5K 0.63% 49
2014
Q1 		$2.19M Buy
32,758
+773
+2% +$50.9K 1.2% 31
2013
Q4 		$2.24M Buy
+31,985
New +$2.14M 1.24% 31

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

Perigon Wealth Management's EMR Position: Q1 2026 in Review

Perigon Wealth Management increased its Emerson Electric (EMR) stake by 1.1% in Q1 2026, buying an estimated $34.1K and bringing the position to 21,905 shares worth $2.87M. The position accounts for 0.05% of the portfolio, ranked #305.

Perigon Wealth Management first reported a position in EMR in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.04M in Q4 2024. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Perigon Wealth Management held 21,905 shares of Emerson Electric worth $2.87M as of Q1 2026.
  • Perigon Wealth Management bought 237 Emerson Electric shares in Q1 2026, an estimated $34.1K.
  • Emerson Electric made up 0.05% of Perigon Wealth Management's portfolio in Q1 2026, its #305 holding.
  • Perigon Wealth Management first reported a position in Emerson Electric in Q4 2013 and has held it in 50 quarters since.
  • Perigon Wealth Management's Emerson Electric position peaked at $3.04M in Q4 2024.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.