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RKL Wealth Management’s Emerson Electric EMR Stock Holding History

RKL Wealth Management’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 		$533K Sell
4,068
-128
-3% -$18.4K 0.05% 124
2025
Q4 		$557K Sell
4,196
-328
-7% -$43.5K 0.05% 124
2025
Q3 		$593K Buy
4,524
+4
+0.1% +$545 0.05% 118
2025
Q2 		$603K Sell
4,520
-21
-0.5% -$2.41K 0.05% 119
2025
Q1 		$498K Sell
4,541
-110
-2% -$13.3K 0.05% 122
2024
Q4 		$576K Buy
+4,651
New +$564K 0.05% 116

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

RKL Wealth Management's EMR Position: Q1 2026 in Review

RKL Wealth Management reduced its Emerson Electric (EMR) stake by 3.1% in Q1 2026, selling an estimated $18.4K and leaving 4,068 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #124.

RKL Wealth Management first reported a position in EMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $603K in Q2 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • RKL Wealth Management held 4,068 shares of Emerson Electric worth $533K as of Q1 2026.
  • RKL Wealth Management sold 128 Emerson Electric shares in Q1 2026, an estimated $18.4K.
  • Emerson Electric made up 0.05% of RKL Wealth Management's portfolio in Q1 2026, its #124 holding.
  • RKL Wealth Management first reported a position in Emerson Electric in Q4 2024 and has held it in 6 quarters since.
  • RKL Wealth Management's Emerson Electric position peaked at $603K in Q2 2025.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.