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Personal CFO Solutions’s Emerson Electric EMR Stock Holding History

Personal CFO Solutions’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 		$348K Buy
2,658
+50
+2% +$7.19K 0.05% 332
2025
Q4 		$346K Sell
2,608
-87
-3% -$11.5K 0.05% 314
2025
Q3 		$353K Sell
2,695
-351
-12% -$47.9K 0.06% 292
2025
Q2 		$406K Buy
3,046
+127
+4% +$14.6K 0.08% 256
2025
Q1 		$320K Sell
2,919
-758
-21% -$91.4K 0.07% 300
2024
Q4 		$456K Sell
3,677
-2,602
-41% -$316K 0.09% 222
2024
Q3 		$687K Sell
6,279
-389
-6% -$41.9K 0.1% 203
2024
Q2 		$735K Sell
6,668
-389
-6% -$43K 0.11% 179
2024
Q1 		$800K Sell
7,057
-366
-5% -$37.6K 0.12% 164
2023
Q4 		$723K Sell
7,423
-32
-0.4% -$2.93K 0.13% 167
2023
Q3 		$720K Buy
7,455
+152
+2% +$14.5K 0.14% 138
2023
Q2 		$660K Buy
7,303
+303
+4% +$25.5K 0.13% 153
2023
Q1 		$610K Buy
7,000
+310
+5% +$27.1K 0.13% 152
2022
Q4 		$643K Buy
6,690
+802
+14% +$72.1K 0.14% 148
2022
Q3 		$431K Buy
5,888
+20
+0.3% +$1.66K 0.11% 176
2022
Q2 		$467K Buy
5,868
+436
+8% +$38.4K 0.11% 165
2022
Q1 		$533K Buy
5,432
+497
+10% +$47.1K 0.11% 188
2021
Q4 		$459K Buy
4,935
+412
+9% +$38.8K 0.09% 212
2021
Q3 		$426K Buy
4,523
+67
+2% +$6.68K 0.09% 210
2021
Q2 		$429K Buy
4,456
+217
+5% +$20.4K 0.09% 212
2021
Q1 		$382K Buy
4,239
+2
+0% +$172 0.08% 215
2020
Q4 		$340K Buy
4,237
+516
+14% +$38.4K 0.08% 219
2020
Q3 		$0 Buy
3,721
+14
+0.4% +$922 ﹤0.01% 196
2020
Q2 		$230K Buy
+3,707
New +$211K 0.07% 256
2020
Q1 		– Sell
-3,500
Closed -$267K – 305
2019
Q4 		$267K Sell
3,500
-5,309
-60% -$383K 0.08% 241
2019
Q3 		$674K Buy
+8,809
New +$554K 0.27% 93

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

Personal CFO Solutions's EMR Position: Q1 2026 in Review

Personal CFO Solutions increased its Emerson Electric (EMR) stake by 1.9% in Q1 2026, buying an estimated $7.19K and bringing the position to 2,658 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #332.

Personal CFO Solutions first reported a position in EMR in Q3 2019 and has held it in 26 quarters since. The position peaked at $800K in Q1 2024. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Personal CFO Solutions held 2,658 shares of Emerson Electric worth $348K as of Q1 2026.
  • Personal CFO Solutions bought 50 Emerson Electric shares in Q1 2026, an estimated $7.19K.
  • Emerson Electric made up 0.05% of Personal CFO Solutions's portfolio in Q1 2026, its #332 holding.
  • Personal CFO Solutions first reported a position in Emerson Electric in Q3 2019 and has held it in 26 quarters since.
  • Personal CFO Solutions's Emerson Electric position peaked at $800K in Q1 2024.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.