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Shulman DeMeo Asset Management’s Emerson Electric EMR Stock Holding History

Shulman DeMeo Asset 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 		$385K Buy
2,686
+114
+4% +$16K 0.07% 94
2026
Q1 		$337K Sell
2,572
-7
-0.3% -$1.01K 0.07% 98
2025
Q4 		$342K Buy
2,579
+2
+0.1% +$265 0.08% 83
2025
Q3 		$338K Buy
2,577
+2
+0.1% +$273 0.08% 86
2025
Q2 		$343K Sell
2,575
-207
-7% -$23.7K 0.09% 85
2025
Q1 		$305K Buy
2,782
+3
+0.1% +$362 0.09% 88
2024
Q4 		$344K Sell
2,779
-516
-16% -$62.6K 0.09% 81
2024
Q3 		$360K Buy
3,295
+2
+0.1% +$215 0.09% 89
2024
Q2 		$363K Buy
3,293
+3
+0.1% +$332 0.09% 86
2024
Q1 		$373K Buy
3,290
+390
+13% +$40.1K 0.1% 88
2023
Q4 		$282K Sell
2,900
-388
-12% -$35.5K 0.08% 108
2023
Q3 		$318K Sell
3,288
-1,652
-33% -$157K 0.11% 86
2023
Q2 		$447K Sell
4,940
-514
-9% -$43.3K 0.13% 67
2023
Q1 		$475K Sell
5,454
-26
-0.5% -$2.27K 0.15% 62
2022
Q4 		$526K Sell
5,480
-40
-0.7% -$3.6K 0.18% 57
2022
Q3 		$404K Buy
5,520
+16
+0.3% +$1.33K 0.14% 71
2022
Q2 		$438K Buy
5,504
+15
+0.3% +$1.32K 0.14% 72
2022
Q1 		$538K Buy
5,489
+166
+3% +$15.7K 0.15% 65
2021
Q4 		$495K Sell
5,323
-869
-14% -$81.8K 0.13% 74
2021
Q3 		$583K Buy
+6,192
New +$618K 0.51% 35

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

Shulman DeMeo Asset Management's EMR Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its Emerson Electric (EMR) stake by 4.4% in Q2 2026, buying an estimated $16K and bringing the position to 2,686 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #94.

Shulman DeMeo Asset Management first reported a position in EMR in Q3 2021 and has held it in 20 quarters since. The position peaked at $583K in Q3 2021. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Shulman DeMeo Asset Management held 2,686 shares of Emerson Electric worth $385K as of Q2 2026.
  • Shulman DeMeo Asset Management bought 114 Emerson Electric shares in Q2 2026, an estimated $16K.
  • Emerson Electric made up 0.07% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #94 holding.
  • Shulman DeMeo Asset Management first reported a position in Emerson Electric in Q3 2021 and has held it in 20 quarters since.
  • Shulman DeMeo Asset Management's Emerson Electric position peaked at $583K in Q3 2021.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.