Stockman Wealth Management’s Emerson Electric EMR Stock Holding History

Stockman 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	$727K	Sell	5,082 -990	-16%	-$139K	0.08%	92
2026 Q1	$796K	Sell	6,072 -410	-6%	-$59K	0.09%	86
2025 Q4	$860K	Buy	6,482 +200	+3%	+$26.5K	0.1%	82
2025 Q3	$824K	Sell	6,282 -480	-7%	-$65.4K	0.1%	84
2025 Q2	$902K	Sell	6,762 -489	-7%	-$56.1K	0.12%	78
2025 Q1	$795K	Sell	7,251 -65	-0.9%	-$7.84K	0.12%	78
2024 Q4	$907K	Sell	7,316 -265	-3%	-$32.1K	0.14%	74
2024 Q3	$829K	Sell	7,581 -251	-3%	-$27K	0.13%	77
2024 Q2	$863K	Sell	7,832 -111	-1%	-$12.3K	0.15%	73
2024 Q1	$901K	Sell	7,943 -265	-3%	-$27.2K	0.16%	70
2023 Q4	$799K	Sell	8,208 -63	-0.8%	-$5.77K	0.16%	72
2023 Q3	$799K	Sell	8,271 -220	-3%	-$21K	0.18%	75
2023 Q2	$768K	Sell	8,491 -599	-7%	-$50.4K	0.16%	81
2023 Q1	$792K	Sell	9,090 -160	-2%	-$14K	0.18%	76
2022 Q4	$889K	Sell	9,250 -15	-0.2%	-$1.35K	0.2%	72
2022 Q3	$678K	Sell	9,265 -1,670	-15%	-$139K	0.18%	77
2022 Q2	$870K	Sell	10,935 -20	-0.2%	-$1.76K	0.22%	68
2022 Q1	$1.07M	Sell	10,955 -1,364	-11%	-$129K	0.22%	64
2021 Q4	$1.15M	Buy	12,319 +14	+0.1%	+$1.32K	0.23%	67
2021 Q3	$1.16M	Sell	12,305 -127	-1%	-$12.7K	0.26%	66
2021 Q2	$1.2M	Sell	12,432 -893	-7%	-$84K	0.29%	64
2021 Q1	$1.2M	Sell	13,325 -1,595	-11%	-$137K	0.33%	57
2020 Q4	$1.2M	Buy	14,920 +185	+1%	+$13.8K	0.37%	59
2020 Q3	$966K	Sell	14,735 -150	-1%	-$9.88K	0.35%	63
2020 Q2	$923K	Sell	14,885 -1,550	-9%	-$88K	0.35%	63
2020 Q1	$783K	Sell	16,435 -676	-4%	-$44.5K	0.35%	62
2019 Q4	$1.3M	Sell	17,111 -315	-2%	-$22.7K	0.46%	56
2019 Q3	$1.17M	Buy	17,426 +529	+3%	+$33.2K	0.45%	57
2019 Q2	$1.13M	Sell	16,897 -343	-2%	-$23K	0.46%	57
2019 Q1	$1.18M	Sell	17,240 -674	-4%	-$44.3K	0.52%	51
2018 Q4	$1.07M	Sell	17,914 -222	-1%	-$15K	0.51%	52
2018 Q3	$1.39M	Buy	18,136 +124	+0.7%	+$9.15K	0.6%	48
2018 Q2	$1.25M	Sell	18,012 -500	-3%	-$35.1K	0.57%	49
2018 Q1	$1.26M	Sell	18,512 -150	-0.8%	-$10.7K	0.58%	50
2017 Q4	$1.3M	Sell	18,662 -800	-4%	-$51.8K	0.58%	50
2017 Q3	$1.22M	Buy	19,462 +2,697	+16%	+$163K	0.59%	51
2017 Q2	$1M	Sell	16,765 -1,737	-9%	-$103K	1%	39
2017 Q1	$1.11M	Sell	18,502 -1,787	-9%	-$107K	0.63%	46
2016 Q4	$1.13M	Sell	20,289 -775	-4%	-$41.7K	0.69%	49
2016 Q3	$1.15M	Buy	21,064 +353	+2%	+$18.9K	0.71%	47
2016 Q2	$1.08M	Sell	20,711 -1,790	-8%	-$95.1K	0.84%	44
2016 Q1	$1.22M	Sell	22,501 -4,900	-18%	-$236K	0.97%	44
2015 Q4	$1.31M	Sell	27,401 -1,599	-6%	-$76.1K	1.06%	42
2015 Q3	$1.28M	Buy	29,000 +4,600	+19%	+$226K	1.11%	43
2015 Q2	$1.35M	Buy	24,400 +925	+4%	+$54.3K	1.15%	43
2015 Q1	$1.33M	Buy	23,475 +275	+1%	+$16K	1.14%	42
2014 Q4	$1.43M	Buy	+23,200	New	+$1.45M	1.22%	37

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Stockman Wealth Management's EMR Position: Q2 2026 in Review

Stockman Wealth Management reduced its Emerson Electric (EMR) stake by 16% in Q2 2026, selling an estimated $139K and leaving 5,082 shares worth $727K. The position accounts for 0.08% of the portfolio, ranked #92.

Stockman Wealth Management first reported a position in EMR in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.43M in Q4 2014. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Stockman Wealth Management held 5,082 shares of Emerson Electric worth $727K as of Q2 2026.
Stockman Wealth Management sold 990 Emerson Electric shares in Q2 2026, an estimated $139K.
Emerson Electric made up 0.08% of Stockman Wealth Management's portfolio in Q2 2026, its #92 holding.
Stockman Wealth Management first reported a position in Emerson Electric in Q4 2014 and has held it in 47 quarters since.
Stockman Wealth Management's Emerson Electric position peaked at $1.43M in Q4 2014.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.