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
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 $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

Pinnacle Wealth Planning Services's EMR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Emerson Electric (EMR) stake by 0.82% in Q1 2026, buying an estimated $6.33K and bringing the position to 5,431 shares worth $712K. The position accounts for 0.07% of the portfolio, ranked #147.

Pinnacle Wealth Planning Services first reported a position in EMR in Q4 2019 and has held it in 26 quarters since. The position peaked at $715K in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,431 shares of Emerson Electric worth $712K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 44 Emerson Electric shares in Q1 2026, an estimated $6.33K.
  • Emerson Electric made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #147 holding.
  • Pinnacle Wealth Planning Services first reported a position in Emerson Electric in Q4 2019 and has held it in 26 quarters since.
  • Pinnacle Wealth Planning Services's Emerson Electric position peaked at $715K in Q4 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.