Wealth Dimensions Group’s Emerson Electric EMR Stock Holding History

Wealth Dimensions Group’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	$404K	Sell	3,085 -11	-0.4%	-$1.58K	0.08%	119
2025 Q4	$411K	Buy	3,096 +23	+0.7%	+$3.05K	0.08%	115
2025 Q3	$403K	Hold	3,073	–	–	0.08%	114
2025 Q2	$410K	Buy	3,073 +80	+3%	+$9.18K	0.09%	113
2025 Q1	$328K	Buy	2,993 +33	+1%	+$3.98K	0.08%	120
2024 Q4	$367K	Sell	2,960 -18	-0.6%	-$2.18K	0.09%	107
2024 Q3	$326K	Hold	2,978	–	–	0.08%	109
2024 Q2	$328K	Hold	2,978	–	–	0.09%	104
2024 Q1	$338K	Hold	2,978	–	–	0.1%	104
2023 Q4	$290K	Sell	2,978 -149	-5%	-$13.6K	0.09%	110
2023 Q3	$302K	Buy	3,127 +108	+4%	+$10.3K	0.11%	105
2023 Q2	$273K	Buy	3,019 +54	+2%	+$4.54K	0.1%	112
2023 Q1	$258K	Hold	2,965	–	–	0.1%	109
2022 Q4	$285K	Hold	2,965	–	–	0.12%	105
2022 Q3	$217K	Hold	2,965	–	–	0.11%	111
2022 Q2	$236K	Sell	2,965 -127	-4%	-$11.2K	0.11%	111
2022 Q1	$303K	Hold	3,092	–	–	0.14%	104
2021 Q4	$287K	Hold	3,092	–	–	0.14%	105
2021 Q3	$291K	Hold	3,092	–	–	0.19%	102
2021 Q2	$298K	Hold	3,092	–	–	0.2%	92
2021 Q1	$279K	Sell	3,092 -120	-4%	-$10.3K	0.22%	88
2020 Q4	$258K	Buy	+3,212	New	+$239K	0.22%	90

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealth Dimensions Group's EMR Position: Q1 2026 in Review

Wealth Dimensions Group reduced its Emerson Electric (EMR) stake by 0.36% in Q1 2026, selling an estimated $1.58K and leaving 3,085 shares worth $404K. The position accounts for 0.08% of the portfolio, ranked #119.

Wealth Dimensions Group first reported a position in EMR in Q4 2020 and has held it in 22 quarters since. The position peaked at $411K in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Wealth Dimensions Group held 3,085 shares of Emerson Electric worth $404K as of Q1 2026.
Wealth Dimensions Group sold 11 Emerson Electric shares in Q1 2026, an estimated $1.58K.
Emerson Electric made up 0.08% of Wealth Dimensions Group's portfolio in Q1 2026, its #119 holding.
Wealth Dimensions Group first reported a position in Emerson Electric in Q4 2020 and has held it in 22 quarters since.
Wealth Dimensions Group's Emerson Electric position peaked at $411K in Q4 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.