WKWM
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Walter & Keenan Wealth Management’s Emerson Electric EMR Stock Holding History

Walter & Keenan 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 		$323K Buy
2,258
+28
+1% +$3.94K 0.08% 136
2026
Q1 		$292K Sell
2,230
-43
-2% -$6.18K 0.08% 137
2025
Q4 		$302K Buy
2,273
+96
+4% +$12.7K 0.08% 135
2025
Q3 		$286K Buy
2,177
+46
+2% +$6.27K 0.08% 136
2025
Q2 		$284K Buy
2,131
+136
+7% +$15.6K 0.08% 131
2025
Q1 		$219K Buy
1,995
+76
+4% +$9.16K 0.07% 141
2024
Q4 		$238K Buy
1,919
+14
+0.7% +$1.7K 0.07% 138
2024
Q3 		$208K Buy
+1,905
New +$205K 0.06% 147
2023
Q1 		– Sell
-3,779
Closed -$363K – 146
2022
Q4 		$363K Buy
3,779
+640
+20% +$57.5K 0.14% 111
2022
Q3 		$230K Sell
3,139
-11
-0.3% -$914 0.1% 129
2022
Q2 		$251K Hold
3,150
– – 0.1% 129
2022
Q1 		$309K Hold
3,150
– – 0.1% 124
2021
Q4 		$293K Sell
3,150
-1,500
-32% -$141K 0.1% 125
2021
Q3 		$438K Hold
4,650
– – 0.15% 104
2021
Q2 		$448K Hold
4,650
– – 0.15% 96
2021
Q1 		$420K Sell
4,650
-2,831
-38% -$244K 0.15% 98
2020
Q4 		$601K Sell
7,481
-150
-2% -$11.2K 0.22% 86
2020
Q3 		$500K Sell
7,631
-1,069
-12% -$70.4K 0.2% 90
2020
Q2 		$540K Buy
+8,700
New +$494K 0.22% 88
2020
Q1 		– Sell
-6,700
Closed -$511K – 141
2019
Q4 		$511K Sell
6,700
-4,000
-37% -$288K 0.2% 93
2019
Q3 		$715K Buy
+10,700
New +$673K 0.27% 79
2019
Q1 		– Sell
-3,598
Closed -$215K – 158
2018
Q4 		$215K Sell
3,598
-265
-7% -$17.9K 0.1% 142
2018
Q3 		$296K Hold
3,863
– – 0.09% 132
2018
Q2 		$267K Hold
3,863
– – 0.11% 139
2018
Q1 		$264K Sell
3,863
-165
-4% -$11.7K 0.11% 144
2017
Q4 		$281K Buy
4,028
+303
+8% +$19.6K 0.12% 138
2017
Q3 		$234K Buy
+3,725
New +$225K 0.11% 148

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

Walter & Keenan Wealth Management's EMR Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its Emerson Electric (EMR) stake by 1.3% in Q2 2026, buying an estimated $3.94K and bringing the position to 2,258 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #136.

Walter & Keenan Wealth Management first reported a position in EMR in Q3 2017 and has held it in 27 quarters since. The position peaked at $715K in Q3 2019. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Walter & Keenan Wealth Management held 2,258 shares of Emerson Electric worth $323K as of Q2 2026.
  • Walter & Keenan Wealth Management bought 28 Emerson Electric shares in Q2 2026, an estimated $3.94K.
  • Emerson Electric made up 0.08% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Walter & Keenan Wealth Management first reported a position in Emerson Electric in Q3 2017 and has held it in 27 quarters since.
  • Walter & Keenan Wealth Management's Emerson Electric position peaked at $715K in Q3 2019.
  • 2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.