PWPS
EMR icon

Pinnacle Wealth Planning Services’s Emerson Electric EMR Stock Holding History

Pinnacle Wealth Planning Services’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 		$771K Sell
5,386
-45
-0.8% -$6.33K 0.07% 151
2026
Q1 		$712K Buy
5,431
+44
+0.8% +$6.33K 0.07% 147
2025
Q4 		$715K Buy
5,387
+19
+0.4% +$2.52K 0.07% 142
2025
Q3 		$704K Buy
5,368
+1,892
+54% +$258K 0.08% 144
2025
Q2 		$463K Buy
3,476
+523
+18% +$60K 0.06% 209
2025
Q1 		$324K Buy
2,953
+192
+7% +$23.1K 0.05% 242
2024
Q4 		$342K Sell
2,761
-3,120
-53% -$378K 0.05% 221
2024
Q3 		$643K Buy
5,881
+288
+5% +$31K 0.09% 151
2024
Q2 		$616K Sell
5,593
-22
-0.4% -$2.43K 0.09% 144
2024
Q1 		$637K Buy
5,615
+66
+1% +$6.78K 0.09% 142
2023
Q4 		$540K Sell
5,549
-66
-1% -$6.04K 0.08% 162
2023
Q3 		$542K Sell
5,615
-43
-0.8% -$4.09K 0.09% 147
2023
Q2 		$511K Sell
5,658
-135
-2% -$11.4K 0.08% 163
2023
Q1 		$505K Buy
5,793
+404
+7% +$35.3K 0.08% 172
2022
Q4 		$518K Sell
5,389
-361
-6% -$32.5K 0.09% 158
2022
Q3 		$421K Sell
5,750
-185
-3% -$15.4K 0.08% 170
2022
Q2 		$472K Buy
5,935
+689
+13% +$60.7K 0.08% 166
2022
Q1 		$514K Buy
5,246
+418
+9% +$39.6K 0.09% 163
2021
Q4 		$449K Buy
4,828
+165
+4% +$15.5K 0.09% 173
2021
Q3 		$439K Buy
4,663
+185
+4% +$18.5K 0.1% 163
2021
Q2 		$430K Buy
4,478
+20
+0.4% +$1.88K 0.1% 164
2021
Q1 		$403K Buy
4,458
+235
+6% +$20.2K 0.1% 166
2020
Q4 		$340K Buy
4,223
+157
+4% +$11.7K 0.08% 172
2020
Q3 		$266K Buy
4,066
+206
+5% +$13.6K 0.09% 188
2020
Q2 		$240K Sell
3,860
-446
-10% -$25.3K 0.08% 190
2020
Q1 		$204K Buy
4,306
+379
+10% +$25K 0.1% 191
2019
Q4 		$299K Buy
+3,927
New +$283K 0.14% 152

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

Pinnacle Wealth Planning Services's EMR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Emerson Electric (EMR) stake by 0.83% in Q2 2026, selling an estimated $6.33K and leaving 5,386 shares worth $771K. The position accounts for 0.07% of the portfolio, ranked #151.

Pinnacle Wealth Planning Services first reported a position in EMR in Q4 2019 and has held it in 27 quarters since. 2,289 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,386 shares of Emerson Electric worth $771K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 45 Emerson Electric shares in Q2 2026, an estimated $6.33K.
  • Emerson Electric made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #151 holding.
  • Pinnacle Wealth Planning Services first reported a position in Emerson Electric in Q4 2019 and has held it in 27 quarters since.
  • 2,289 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.