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Smith Salley Wealth Management’s Emerson Electric EMR Stock Holding History

Smith Salley 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 		$2.13M Buy
14,854
+99
+0.7% +$13.9K 0.09% 118
2026
Q1 		$1.93M Buy
14,755
+9,280
+169% +$1.33M 0.1% 126
2025
Q4 		$727K Sell
5,475
-16,686
-75% -$2.21M 0.04% 171
2025
Q3 		$2.91M Sell
22,161
-1,984
-8% -$270K 0.15% 100
2025
Q2 		$3.22M Buy
24,145
+668
+3% +$76.6K 0.19% 80
2025
Q1 		$2.57M Sell
23,477
-1,419
-6% -$171K 0.17% 90
2024
Q4 		$3.09M Sell
24,896
-450
-2% -$54.6K 0.2% 80
2024
Q3 		$2.77M Sell
25,346
-103
-0.4% -$11.1K 0.18% 83
2024
Q2 		$2.8M Buy
25,449
+344
+1% +$38K 0.2% 80
2024
Q1 		$2.85M Sell
25,105
-10,207
-29% -$1.05M 0.22% 78
2023
Q4 		$3.44M Sell
35,312
-1,130
-3% -$103K 0.22% 75
2023
Q3 		$3.52M Sell
36,442
-29
-0.1% -$2.76K 0.26% 70
2023
Q2 		$3.3M Sell
36,471
-405
-1% -$34.1K 0.24% 75
2023
Q1 		$3.21M Buy
36,876
+809
+2% +$70.7K 0.26% 79
2022
Q4 		$3.46M Sell
36,067
-84
-0.2% -$7.55K 0.3% 76
2022
Q3 		$2.65M Buy
36,151
+571
+2% +$47.4K 0.25% 81
2022
Q2 		$2.83M Buy
35,580
+2,087
+6% +$184K 0.24% 84
2022
Q1 		$3.28M Buy
33,493
+242
+0.7% +$22.9K 0.25% 83
2021
Q4 		$3.09M Buy
33,251
+13
+0% +$1.22K 0.22% 87
2021
Q3 		$3.13M Buy
33,238
+1,507
+5% +$150K 0.25% 82
2021
Q2 		$3.05M Buy
31,731
+98
+0.3% +$9.21K 0.25% 83
2021
Q1 		$2.85M Buy
31,633
+651
+2% +$56K 0.26% 78
2020
Q4 		$2.49M Sell
30,982
-673
-2% -$50K 0.25% 78
2020
Q3 		$2.08M Buy
31,655
+36
+0.1% +$2.37K 0.25% 78
2020
Q2 		$1.96M Buy
31,619
+1,421
+5% +$80.7K 0.26% 76
2020
Q1 		$1.44M Sell
30,198
-1,736
-5% -$114K 0.24% 80
2019
Q4 		$2.44M Sell
31,934
-23,156
-42% -$1.67M 0.32% 76
2019
Q3 		$3.68M Buy
55,090
+1,332
+2% +$83.7K 0.52% 61
2019
Q2 		$3.59M Sell
53,758
-2,734
-5% -$183K 0.54% 57
2019
Q1 		$3.87M Buy
56,492
+392
+0.7% +$25.8K 0.62% 56
2018
Q4 		$3.35M Sell
56,100
-2,446
-4% -$165K 0.62% 57
2018
Q3 		$4.48M Sell
58,546
-3,746
-6% -$276K 0.71% 51
2018
Q2 		$4.31M Sell
62,292
-388
-0.6% -$27.3K 0.74% 49
2018
Q1 		$4.28M Buy
62,680
+510
+0.8% +$36.3K 0.77% 49
2017
Q4 		$4.33M Buy
62,170
+592
+1% +$38.4K 0.78% 48
2017
Q3 		$3.87M Sell
61,578
-654
-1% -$39.4K 0.74% 55
2017
Q2 		$3.71M Sell
62,232
-534
-0.9% -$31.7K 0.75% 51
2017
Q1 		$3.76M Buy
62,766
+161
+0.3% +$9.61K 0.77% 49
2016
Q4 		$3.49M Buy
62,605
+846
+1% +$45.5K 0.73% 53
2016
Q3 		$3.37M Buy
61,759
+6,836
+12% +$366K 0.75% 54
2016
Q2 		$2.87M Buy
54,923
+8,937
+19% +$475K 0.67% 52
2016
Q1 		$2.5M Buy
45,986
+1,566
+4% +$75.5K 0.63% 55
2015
Q4 		$2.12M Sell
44,420
-771
-2% -$36.7K 0.53% 63
2015
Q3 		$2M Sell
45,191
-1,370
-3% -$67.4K 0.54% 62
2015
Q2 		$2.58M Buy
46,561
+23,041
+98% +$1.35M 0.66% 51
2015
Q1 		$1.33M Buy
23,520
+6,377
+37% +$371K 0.34% 85
2014
Q4 		$1.06M Sell
17,143
-291
-2% -$18.2K 0.27% 95
2014
Q3 		$1.09M Buy
17,434
+2,692
+18% +$175K 0.29% 100
2014
Q2 		$978K Buy
14,742
+11,149
+310% +$750K 0.26% 102
2014
Q1 		$240K Buy
+3,593
New +$236K 0.15% 99

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Smith Salley Wealth Management's EMR Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Emerson Electric (EMR) stake by 0.67% in Q2 2026, buying an estimated $13.9K and bringing the position to 14,854 shares worth $2.13M. The position accounts for 0.09% of the portfolio, ranked #118.

Smith Salley Wealth Management first reported a position in EMR in Q1 2014 and has held it in 50 quarters since. The position peaked at $4.48M in Q3 2018. 1,079 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Smith Salley Wealth Management held 14,854 shares of Emerson Electric worth $2.13M as of Q2 2026.
  • Smith Salley Wealth Management bought 99 Emerson Electric shares in Q2 2026, an estimated $13.9K.
  • Emerson Electric made up 0.09% of Smith Salley Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Smith Salley Wealth Management first reported a position in Emerson Electric in Q1 2014 and has held it in 50 quarters since.
  • Smith Salley Wealth Management's Emerson Electric position peaked at $4.48M in Q3 2018.
  • 1,079 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.