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Wambolt & Associates’s Emerson Electric EMR Stock Holding History

Wambolt & Associates’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
2025
Q2 		$429K Sell
3,167
-159
-5% -$18.2K 0.14% 124
2025
Q1 		$366K Buy
3,326
+2
+0.1% +$241 0.12% 131
2024
Q4 		$412K Sell
3,324
-87
-3% -$10.6K 0.13% 129
2024
Q3 		$373K Sell
3,411
-1,008
-23% -$108K 0.1% 141
2024
Q2 		$477K Sell
4,419
-181
-4% -$20K 0.14% 129
2024
Q1 		$522K Sell
4,600
-2,758
-37% -$283K 0.16% 135
2023
Q4 		$716K Sell
7,358
-1,301
-15% -$119K 0.23% 127
2023
Q3 		$829K Buy
8,659
+294
+4% +$28K 0.3% 117
2023
Q2 		$756K Sell
8,365
-185
-2% -$15.6K 0.27% 123
2023
Q1 		$746K Sell
8,550
-32
-0.4% -$2.8K 0.26% 125
2022
Q4 		$824K Sell
8,582
-91
-1% -$8.18K 0.32% 112
2022
Q3 		$635K Hold
8,673
– – 0.27% 125
2022
Q2 		$690K Sell
8,673
-216
-2% -$19K 0.28% 120
2022
Q1 		$875K Sell
8,889
-366
-4% -$34.7K 0.32% 111
2021
Q4 		$860K Sell
9,255
-250
-3% -$23.5K 0.31% 111
2021
Q3 		$905K Buy
9,505
+774
+9% +$77.2K 0.36% 100
2021
Q2 		$846K Buy
8,731
+479
+6% +$45K 0.36% 97
2021
Q1 		$746K Buy
8,252
+839
+11% +$72.2K 0.39% 91
2020
Q4 		$596K Sell
7,413
-199
-3% -$14.8K 0.36% 98
2020
Q3 		$499K Sell
7,612
-435
-5% -$28.7K 0.37% 93
2020
Q2 		$499K Buy
8,047
+877
+12% +$49.8K 0.39% 90
2020
Q1 		$342K Buy
7,170
+135
+2% +$8.89K 0.35% 100
2019
Q4 		$536K Buy
7,035
+30
+0.4% +$2.16K 0.41% 80
2019
Q3 		$468K Buy
7,005
+278
+4% +$17.5K 0.39% 88
2019
Q2 		$449K Buy
6,727
+2,925
+77% +$196K 0.38% 81
2019
Q1 		$269K Buy
+3,802
New +$250K 0.24% 125

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wambolt & Associates's EMR Position: Q2 2025 in Review

Wambolt & Associates reduced its Emerson Electric (EMR) stake by 4.8% in Q2 2025, selling an estimated $18.2K and leaving 3,167 shares worth $429K. The position accounts for 0.14% of the portfolio, ranked #124.

Wambolt & Associates first reported a position in EMR in Q1 2019 and has held it in 26 quarters since. The position peaked at $905K in Q3 2021. 2,136 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • Wambolt & Associates held 3,167 shares of Emerson Electric worth $429K as of Q2 2025.
  • Wambolt & Associates sold 159 Emerson Electric shares in Q2 2025, an estimated $18.2K.
  • Emerson Electric made up 0.14% of Wambolt & Associates's portfolio in Q2 2025, its #124 holding.
  • Wambolt & Associates first reported a position in Emerson Electric in Q1 2019 and has held it in 26 quarters since.
  • Wambolt & Associates's Emerson Electric position peaked at $905K in Q3 2021.
  • 2,136 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.