Summit Financial Wealth Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $409K | Buy |
2,860
+444
| +18% | +$62.5K | 0.05% | 147 |
|
|
2026
Q1 | $317K | Buy |
2,416
+8
| +0.3% | +$1.15K | 0.04% | 150 |
|
|
2025
Q4 | $320K | Buy |
2,408
+56
| +2% | +$7.43K | 0.05% | 142 |
|
|
2025
Q3 | $309K | Buy |
2,352
+350
| +17% | +$47.7K | 0.05% | 138 |
|
|
2025
Q2 | $267K | Buy |
2,002
+2
| +0.1% | +$229 | 0.05% | 142 |
|
|
2025
Q1 | $219K | Hold |
2,000
| – | – | 0.04% | 136 |
|
|
2024
Q4 | $256K | Hold |
2,000
| – | – | 0.05% | 130 |
|
|
2024
Q3 | $219K | Hold |
2,000
| – | – | 0.04% | 142 |
|
|
2024
Q2 | $220K | Hold |
2,000
| – | – | 0.04% | 128 |
|
|
2024
Q1 | $227K | Buy |
+2,000
| New | +$205K | 0.05% | 124 |
|
|
2023
Q1 | – | Sell |
-2,154
| Closed | -$207K | – | 127 |
|
|
2022
Q4 | $207K | Buy |
+2,154
| New | +$194K | 0.05% | 121 |
|
|
2020
Q1 | – | Sell |
-70,484
| Closed | -$5.2M | – | 126 |
|
|
2019
Q4 | $5.2M | Buy |
70,484
+4,515
| +7% | +$325K | 1.26% | 25 |
|
|
2019
Q3 | $4.42M | Buy |
65,969
+3,315
| +5% | +$208K | 1.09% | 25 |
|
|
2019
Q2 | $4.18M | Buy |
62,654
+12,943
| +26% | +$867K | 1.02% | 28 |
|
|
2019
Q1 | $3.52M | Buy |
49,711
+629
| +1% | +$41.4K | 0.93% | 32 |
|
|
2018
Q4 | $2.93M | Sell |
49,082
-6,577
| -12% | -$444K | 0.95% | 31 |
|
|
2018
Q3 | $3.98M | Buy |
55,659
+5,315
| +11% | +$392K | 1.19% | 24 |
|
|
2018
Q2 | $3.44M | Sell |
50,344
-916
| -2% | -$64.4K | 1.15% | 26 |
|
|
2018
Q1 | $3.5M | Buy |
51,260
+8,861
| +21% | +$631K | 1.15% | 26 |
|
|
2017
Q4 | $2.96M | Buy |
42,399
+5,443
| +15% | +$353K | 1.02% | 30 |
|
|
2017
Q3 | $2.32M | Buy |
36,956
+9,886
| +37% | +$596K | 0.84% | 41 |
|
|
2017
Q2 | $1.61M | Buy |
27,070
+11,887
| +78% | +$705K | 0.64% | 49 |
|
|
2017
Q1 | $909K | Buy |
15,183
+3,748
| +33% | +$224K | 0.4% | 65 |
|
|
2016
Q4 | $637K | Buy |
11,435
+173
| +2% | +$9.3K | 0.28% | 80 |
|
|
2016
Q3 | $614K | Buy |
11,262
+3,960
| +54% | +$212K | 0.27% | 82 |
|
|
2016
Q2 | $381K | Buy |
7,302
+3,148
| +76% | +$167K | 0.16% | 100 |
|
|
2016
Q1 | $226K | Buy |
+4,154
| New | +$200K | 0.1% | 120 |
|
|
2015
Q4 | – | Sell |
-695
| Closed | -$30K | – | 145 |
|
|
2015
Q3 | $30K | Hold |
695
| – | – | 0.02% | 142 |
|
|
2015
Q2 | $38K | Hold |
695
| – | – | 0.02% | 163 |
|
|
2015
Q1 | $42K | Hold |
695
| – | – | 0.03% | 129 |
|
|
2014
Q4 | $43K | Buy |
+695
| New | +$43.5K | 0.03% | 129 |
|
Other funds holding EMR
Summit Financial Wealth Advisors's EMR Position: Q2 2026 in Review
Summit Financial Wealth Advisors increased its Emerson Electric (EMR) stake by 18% in Q2 2026, buying an estimated $62.5K and bringing the position to 2,860 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #147.
Summit Financial Wealth Advisors first reported a position in EMR in Q4 2014 and has held it in 31 quarters since. The position peaked at $5.2M in Q4 2019. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.
- Summit Financial Wealth Advisors held 2,860 shares of Emerson Electric worth $409K as of Q2 2026.
- Summit Financial Wealth Advisors bought 444 Emerson Electric shares in Q2 2026, an estimated $62.5K.
- Emerson Electric made up 0.05% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #147 holding.
- Summit Financial Wealth Advisors first reported a position in Emerson Electric in Q4 2014 and has held it in 31 quarters since.
- Summit Financial Wealth Advisors's Emerson Electric position peaked at $5.2M in Q4 2019.
- 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.
Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.