TWM
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Tradition Wealth Management’s Emerson Electric EMR Stock Holding History

Tradition 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 		$374K Buy
2,613
+72
+3% +$10.1K 0.02% 367
2026
Q1 		$333K Buy
2,541
+16
+0.6% +$2.3K 0.02% 365
2025
Q4 		$335K Buy
2,525
+16
+0.6% +$2.12K 0.02% 355
2025
Q3 		$329K Sell
2,509
-44
-2% -$6K 0.02% 350
2025
Q2 		$340K Sell
2,553
-14
-0.5% -$1.61K 0.03% 324
2025
Q1 		$281K Sell
2,567
-111
-4% -$13.4K 0.02% 342
2024
Q4 		$332K Sell
2,678
-795
-23% -$96.4K 0.03% 305
2024
Q3 		$380K Buy
3,473
+22
+0.6% +$2.37K 0.03% 284
2024
Q2 		$380K Buy
3,451
+378
+12% +$41.8K 0.04% 276
2024
Q1 		$349K Buy
3,073
+28
+0.9% +$2.88K 0.04% 278
2023
Q4 		$296K Buy
3,045
+1
+0% +$92 0.03% 275
2023
Q3 		$294K Buy
3,044
+6
+0.2% +$571 0.04% 255
2023
Q2 		$275K Buy
3,038
+17
+0.6% +$1.43K 0.03% 263
2023
Q1 		$263K Buy
3,021
+6
+0.2% +$524 0.03% 261
2022
Q4 		$290K Buy
3,015
+32
+1% +$2.88K 0.04% 223
2022
Q3 		$218K Buy
2,983
+11
+0.4% +$914 0.03% 244
2022
Q2 		$236K Buy
2,972
+119
+4% +$10.5K 0.03% 244
2022
Q1 		$280K Buy
2,853
+205
+8% +$19.4K 0.04% 252
2021
Q4 		$246K Buy
2,648
+799
+43% +$75.2K 0.03% 273
2021
Q3 		$174K Buy
1,849
+1
+0.1% +$100 0.02% 292
2021
Q2 		$178K Hold
1,848
– – 0.03% 299
2021
Q1 		$167K Buy
1,848
+1
+0.1% +$86 0.03% 269
2020
Q4 		$148K Buy
+1,847
New +$137K 0.03% 260

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

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

Tradition Wealth Management increased its Emerson Electric (EMR) stake by 2.8% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,613 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #367.

Tradition Wealth Management first reported a position in EMR in Q4 2020 and has held it in 23 quarters since. The position peaked at $380K in Q2 2024. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Tradition Wealth Management held 2,613 shares of Emerson Electric worth $374K as of Q2 2026.
  • Tradition Wealth Management bought 72 Emerson Electric shares in Q2 2026, an estimated $10.1K.
  • Emerson Electric made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #367 holding.
  • Tradition Wealth Management first reported a position in Emerson Electric in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's Emerson Electric position peaked at $380K in Q2 2024.
  • 2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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