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TCFG Wealth Management’s Emerson Electric EMR Stock Holding History

TCFG 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
Q1 		$203K Hold
1,549
– – 0.08% 262
2025
Q4 		$206K Hold
1,549
– – 0.08% 254
2025
Q3 		$203K Sell
1,549
-30
-2% -$4.09K 0.08% 249
2025
Q2 		$211K Buy
+1,579
New +$181K 0.1% 239

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TCFG Wealth Management's EMR Position: Q1 2026 in Review

TCFG Wealth Management held its Emerson Electric (EMR) position steady in Q1 2026 at 1,549 shares worth $203K. The position accounts for 0.08% of the portfolio, ranked #262.

TCFG Wealth Management first reported a position in EMR in Q2 2025 and has held it in 4 quarters since. The position peaked at $211K in Q2 2025. 2,209 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • TCFG Wealth Management held 1,549 shares of Emerson Electric worth $203K as of Q1 2026.
  • TCFG Wealth Management left its Emerson Electric share count unchanged in Q1 2026.
  • Emerson Electric made up 0.08% of TCFG Wealth Management's portfolio in Q1 2026, its #262 holding.
  • TCFG Wealth Management first reported a position in Emerson Electric in Q2 2025 and has held it in 4 quarters since.
  • TCFG Wealth Management's Emerson Electric position peaked at $211K in Q2 2025.
  • 2,209 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.