Phillips Wealth Planners’s Emerson Electric EMR Stock Holding History

Phillips Wealth Planners’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	$340K	Buy	2,436 +418	+21%	+$60.1K	0.26%	131
2025 Q4	$302K	Sell	2,018 -789	-28%	-$105K	0.24%	142
2025 Q3	$378K	Sell	2,807 -519	-16%	-$70.8K	0.31%	105
2025 Q2	$461K	Buy	3,326 +940	+39%	+$108K	0.42%	76
2025 Q1	$240K	Sell	2,386 -45	-2%	-$5.42K	0.25%	148
2024 Q4	$287K	Buy	2,431 +534	+28%	+$64.8K	0.29%	122
2024 Q3	$210K	Sell	1,897 -41	-2%	-$4.41K	0.2%	182
2024 Q2	$216K	Sell	1,938 -759	-28%	-$83.9K	0.23%	163
2024 Q1	$301K	Buy	+2,697	New	+$277K	0.35%	109

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

Phillips Wealth Planners's EMR Position: Q1 2026 in Review

Phillips Wealth Planners increased its Emerson Electric (EMR) stake by 21% in Q1 2026, buying an estimated $60.1K and bringing the position to 2,436 shares worth $340K. The position accounts for 0.26% of the portfolio, ranked #131.

Phillips Wealth Planners first reported a position in EMR in Q1 2024 and has held it in 9 quarters since. The position peaked at $461K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Phillips Wealth Planners held 2,436 shares of Emerson Electric worth $340K as of Q1 2026.
Phillips Wealth Planners bought 418 Emerson Electric shares in Q1 2026, an estimated $60.1K.
Emerson Electric made up 0.26% of Phillips Wealth Planners's portfolio in Q1 2026, its #131 holding.
Phillips Wealth Planners first reported a position in Emerson Electric in Q1 2024 and has held it in 9 quarters since.
Phillips Wealth Planners's Emerson Electric position peaked at $461K in Q2 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

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