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Shepherd Wealth Management’s Emerson Electric EMR Stock Holding History

Shepherd 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 		– Sell
-24,767
Closed -$3.7M – 56
2025
Q4 		$3.7M Buy
24,767
+294
+1% +$39K 2.57% 14
2025
Q3 		$3.28M Buy
+24,473
New +$3.34M 2.18% 14

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

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

Shepherd Wealth Management sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 24,767 shares — an estimated $3.7M sold.

Shepherd Wealth Management first reported a position in EMR in Q3 2025 and held it in 2 quarters. The position peaked at $3.7M in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Shepherd Wealth Management reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
  • Shepherd Wealth Management sold 24,767 Emerson Electric shares in Q1 2026, an estimated $3.7M.
  • Shepherd Wealth Management first reported a position in Emerson Electric in Q3 2025 and held it in 2 quarters.
  • Shepherd Wealth Management's Emerson Electric position peaked at $3.7M in Q4 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.