WI
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WBI Investments’s Emerson Electric EMR Stock Holding History

WBI Investments’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 		– Sell
-5,262
Closed -$698K – 325
2025
Q4 		$698K Buy
+5,262
New +$698K 0.18% 158
2025
Q3 		– Sell
-11,834
Closed -$1.58M – 316
2025
Q2 		$1.58M Sell
11,834
-4,426
-27% -$508K 0.41% 64
2025
Q1 		$1.78M Buy
+16,260
New +$1.96M 0.47% 61
2022
Q2 		– Sell
-46,721
Closed -$4.49M – 142
2022
Q1 		$4.49M Buy
+46,721
New +$4.42M 0.73% 40
2021
Q2 		– Sell
-44,360
Closed -$4M – 193
2021
Q1 		$4M Buy
+44,360
New +$3.82M 0.63% 31
2020
Q1 		– Sell
-36,061
Closed -$2.75M – 125
2019
Q4 		$2.75M Buy
+36,061
New +$2.6M 0.29% 76
2018
Q4 		– Sell
-139,616
Closed -$10.7M – 136
2018
Q3 		$10.7M Sell
139,616
-30,156
-18% -$2.22M 0.58% 34
2018
Q2 		$11.7M Buy
169,772
+125,956
+287% +$8.85M 0.62% 42
2018
Q1 		$2.99M Buy
+43,816
New +$3.12M 0.15% 87
2017
Q4 		– Sell
-164,807
Closed -$10.4M – 310
2017
Q3 		$10.4M Sell
164,807
-3,398
-2% -$205K 0.46% 50
2017
Q2 		$10M Buy
+168,205
New +$9.97M 0.44% 47
2017
Q1 		– Sell
-15,267
Closed -$851K – 301
2016
Q4 		$851K Buy
+15,267
New +$821K 0.04% 214
2014
Q3 		– Sell
-580,687
Closed -$38.5M – 181
2014
Q2 		$38.5M Buy
580,687
+25,398
+5% +$1.71M 1.65% 14
2014
Q1 		$37.1M Buy
+555,289
New +$36.5M 1.63% 15
2013
Q4 		– Sell
-526,654
Closed -$34.1M – 117
2013
Q3 		$34.1M Buy
526,654
+19,296
+4% +$1.18M 1.62% 19
2013
Q2 		$27.7M Buy
+507,358
New +$28.5M 1.98% 19

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WBI Investments's EMR Position: Q1 2026 in Review

WBI Investments sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 5,262 shares — an estimated $698K sold.

WBI Investments first reported a position in EMR in Q2 2013 and held it in 16 quarters. The position peaked at $38.5M in Q2 2014. 2,195 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • WBI Investments reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 5,262 Emerson Electric shares in Q1 2026, an estimated $698K.
  • WBI Investments first reported a position in Emerson Electric in Q2 2013 and held it in 16 quarters.
  • WBI Investments's Emerson Electric position peaked at $38.5M in Q2 2014.
  • 2,195 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.