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Sowell Financial Services’s Emerson Electric EMR Stock Holding History

Sowell Financial Services’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 		$549K Sell
3,836
-463
-11% -$65.2K 0.02% 616
2026
Q1 		$563K Sell
4,299
-277
-6% -$39.8K 0.02% 601
2025
Q4 		$607K Sell
4,576
-2,910
-39% -$386K 0.02% 586
2025
Q3 		$982K Sell
7,486
-1,327
-15% -$181K 0.04% 425
2025
Q2 		$1.17M Sell
8,813
-2,347
-21% -$269K 0.05% 372
2025
Q1 		$1.22M Buy
+11,160
New +$1.35M 0.06% 336
2023
Q2 		– Sell
-5,604
Closed -$488K – 630
2023
Q1 		$488K Buy
+5,604
New +$490K 0.04% 436
2021
Q2 		– Sell
-6,001
Closed -$562K – 1147
2021
Q1 		$562K Buy
6,001
+1,189
+25% +$102K 0.02% 602
2020
Q4 		$387K Sell
4,812
-72
-1% -$5.35K 0.02% 604
2020
Q3 		$320K Sell
4,884
-285
-6% -$18.8K 0.02% 592
2020
Q2 		$321K Buy
5,169
+393
+8% +$22.3K 0.02% 574
2020
Q1 		$228K Buy
4,776
+2,004
+72% +$132K 0.02% 615
2019
Q4 		$211K Sell
2,772
-509
-16% -$36.7K 0.02% 694
2019
Q3 		$219K Buy
+3,281
New +$206K 0.02% 610
2019
Q1 		$220K Buy
+3,210
New +$211K 0.02% 508
2018
Q4 		– Sell
-2,954
Closed -$226K – 479
2018
Q3 		$226K Buy
2,954
+3
+0.1% +$221 0.03% 310
2018
Q2 		$217K Buy
+2,951
New +$207K 0.05% 260
2017
Q3 		– Sell
-5,424
Closed -$328K – 267
2017
Q2 		$328K Buy
5,424
+29
+0.5% +$1.72K 0.09% 182
2017
Q1 		$322K Buy
5,395
+83
+2% +$4.96K 0.1% 180
2016
Q4 		$339K Buy
+5,312
New +$286K 0.11% 144

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

Sowell Financial Services's EMR Position: Q2 2026 in Review

Sowell Financial Services reduced its Emerson Electric (EMR) stake by 11% in Q2 2026, selling an estimated $65.2K and leaving 3,836 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #616.

Sowell Financial Services first reported a position in EMR in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.22M in Q1 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Sowell Financial Services held 3,836 shares of Emerson Electric worth $549K as of Q2 2026.
  • Sowell Financial Services sold 463 Emerson Electric shares in Q2 2026, an estimated $65.2K.
  • Emerson Electric made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #616 holding.
  • Sowell Financial Services first reported a position in Emerson Electric in Q4 2016 and has held it in 20 quarters since.
  • Sowell Financial Services's Emerson Electric position peaked at $1.22M in Q1 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.