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Successful Portfolios’s Emerson Electric EMR Stock Holding History

Successful Portfolios’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 		$253K Hold
1,832
– – 0.12% 159
2026
Q1 		$232K Hold
1,832
– – 0.13% 159
2025
Q4 		$264K Sell
1,832
-21
-1% -$2.79K 0.13% 149
2025
Q3 		$243K Sell
1,853
-238
-11% -$32.4K 0.14% 143
2025
Q2 		$279K Sell
2,091
-5
-0.2% -$574 0.17% 121
2025
Q1 		$230K Sell
2,096
-200
-9% -$24.1K 0.16% 135
2024
Q4 		$285K Hold
2,296
– – 0.19% 107
2024
Q3 		$251K Hold
2,296
– – 0.17% 126
2024
Q2 		$253K Sell
2,296
-200
-8% -$22.1K 0.18% 119
2024
Q1 		$283K Sell
2,496
-12
-0.5% -$1.23K 0.19% 111
2023
Q4 		$244K Hold
2,508
– – 0.18% 129
2023
Q3 		$242K Sell
2,508
-5
-0.2% -$476 0.21% 112
2023
Q2 		$227K Sell
2,513
-300
-11% -$25.3K 0.2% 124
2023
Q1 		$245K Sell
2,813
-293
-9% -$25.6K 0.15% 155
2022
Q4 		$298K Buy
+3,106
New +$279K 0.19% 137
2022
Q3 		– Sell
-2,706
Closed -$215K – 183
2022
Q2 		$215K Hold
2,706
– – 0.14% 167
2022
Q1 		$265K Hold
2,706
– – 0.15% 160
2021
Q4 		$252K Hold
2,706
– – 0.14% 168
2021
Q3 		$255K Hold
2,706
– – 0.15% 159
2021
Q2 		$260K Hold
2,706
– – 0.16% 161
2021
Q1 		$244K Hold
2,706
– – 0.16% 156
2020
Q4 		$217K Buy
+2,706
New +$201K 0.16% 160

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

Successful Portfolios's EMR Position: Q2 2026 in Review

Successful Portfolios held its Emerson Electric (EMR) position steady in Q2 2026 at 1,832 shares worth $253K. The position accounts for 0.12% of the portfolio, ranked #159.

Successful Portfolios first reported a position in EMR in Q4 2020 and has held it in 22 quarters since. The position peaked at $298K in Q4 2022. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Successful Portfolios held 1,832 shares of Emerson Electric worth $253K as of Q2 2026.
  • Successful Portfolios left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.12% of Successful Portfolios's portfolio in Q2 2026, its #159 holding.
  • Successful Portfolios first reported a position in Emerson Electric in Q4 2020 and has held it in 22 quarters since.
  • Successful Portfolios's Emerson Electric position peaked at $298K in Q4 2022.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.