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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
Q2 		$337K Buy
2,442
+6
+0.2% +$845 0.25% 128
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Phillips Wealth Planners's EMR Position: Q2 2026 in Review

Phillips Wealth Planners increased its Emerson Electric (EMR) stake by 0.25% in Q2 2026, buying an estimated $845 and bringing the position to 2,442 shares worth $337K. The position accounts for 0.25% of the portfolio, ranked #128.

Phillips Wealth Planners first reported a position in EMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $461K in Q2 2025. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Phillips Wealth Planners held 2,442 shares of Emerson Electric worth $337K as of Q2 2026.
  • Phillips Wealth Planners bought 6 Emerson Electric shares in Q2 2026, an estimated $845.
  • Emerson Electric made up 0.25% of Phillips Wealth Planners's portfolio in Q2 2026, its #128 holding.
  • Phillips Wealth Planners first reported a position in Emerson Electric in Q1 2024 and has held it in 10 quarters since.
  • Phillips Wealth Planners's Emerson Electric position peaked at $461K in Q2 2025.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.