SWM
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Shelton Wealth Management’s Emerson Electric EMR Stock Holding History

Shelton 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
Q2 		$2.19M Buy
15,301
+640
+4% +$90.1K 0.86% 30
2026
Q1 		$1.92M Sell
14,661
-583
-4% -$83.8K 0.84% 31
2025
Q4 		$2.02M Buy
15,244
+1,234
+9% +$164K 0.87% 32
2025
Q3 		$1.84M Buy
14,010
+208
+2% +$28.4K 0.83% 35
2025
Q2 		$1.84M Buy
+13,802
New +$1.58M 0.89% 29

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

Shelton Wealth Management's EMR Position: Q2 2026 in Review

Shelton Wealth Management increased its Emerson Electric (EMR) stake by 4.4% in Q2 2026, buying an estimated $90.1K and bringing the position to 15,301 shares worth $2.19M. The position accounts for 0.86% of the portfolio, ranked #30.

Shelton Wealth Management first reported a position in EMR in Q2 2025 and has held it in 5 quarters since. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Shelton Wealth Management held 15,301 shares of Emerson Electric worth $2.19M as of Q2 2026.
  • Shelton Wealth Management bought 640 Emerson Electric shares in Q2 2026, an estimated $90.1K.
  • Emerson Electric made up 0.86% of Shelton Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Shelton Wealth Management first reported a position in Emerson Electric in Q2 2025 and has held it in 5 quarters since.
  • 2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.