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Sound Financial Strategies Group’s Emerson Electric EMR Stock Holding History

Sound Financial Strategies Group’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 		$346K Sell
2,643
-2,150
-45% -$309K 0.24% 62
2025
Q4 		$636K Sell
4,793
-498
-9% -$66.1K 0.45% 67
2025
Q3 		$694K Sell
5,291
-1,317
-20% -$180K 0.51% 64
2025
Q2 		$881K Buy
6,608
+446
+7% +$51.2K 0.75% 26
2025
Q1 		$676K Sell
6,162
-1,276
-17% -$154K 0.6% 72
2024
Q4 		$922K Buy
7,438
+810
+12% +$98.2K 0.77% 16
2024
Q3 		$725K Buy
6,628
+142
+2% +$15.3K 0.58% 54
2024
Q2 		$714K Buy
6,486
+404
+7% +$44.7K 0.62% 31
2024
Q1 		$690K Sell
6,082
-74
-1% -$7.6K 0.57% 21
2023
Q4 		$599K Sell
6,156
-3,342
-35% -$306K 0.5% 34
2023
Q3 		$917K Sell
9,498
-646
-6% -$61.5K 0.76% 23
2023
Q2 		$917K Buy
+10,144
New +$854K 0.67% 40
2023
Q1 		– Sell
-11,569
Closed -$1.11M – 68
2022
Q4 		$1.11M Buy
+11,569
New +$1.04M 0.81% 19
2022
Q2 		– Sell
-8,660
Closed -$849K – 55
2022
Q1 		$849K Buy
8,660
+2,325
+37% +$220K 0.47% 44
2021
Q4 		$589K Sell
6,335
-117
-2% -$11K 0.29% 68
2021
Q3 		$608K Sell
6,452
-45
-0.7% -$4.49K 0.31% 54
2021
Q2 		$625K Sell
6,497
-174
-3% -$16.4K 0.31% 46
2021
Q1 		$602K Buy
+6,671
New +$574K 0.31% 43

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

Sound Financial Strategies Group's EMR Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Emerson Electric (EMR) stake by 45% in Q1 2026, selling an estimated $309K and leaving 2,643 shares worth $346K. The position accounts for 0.24% of the portfolio, ranked #62.

Sound Financial Strategies Group first reported a position in EMR in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q4 2022. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Sound Financial Strategies Group held 2,643 shares of Emerson Electric worth $346K as of Q1 2026.
  • Sound Financial Strategies Group sold 2,150 Emerson Electric shares in Q1 2026, an estimated $309K.
  • Emerson Electric made up 0.24% of Sound Financial Strategies Group's portfolio in Q1 2026, its #62 holding.
  • Sound Financial Strategies Group first reported a position in Emerson Electric in Q1 2021 and has held it in 18 quarters since.
  • Sound Financial Strategies Group's Emerson Electric position peaked at $1.11M in Q4 2022.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.