WealthPlan Investment Management’s Emerson Electric EMR Stock Holding History

WealthPlan Investment 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	$4.18M	Sell	29,179 -8,325	-22%	-$1.17M	0.21%	99
2026 Q1	$4.91M	Sell	37,504 -17,198	-31%	-$2.47M	0.27%	85
2025 Q4	$7.26M	Sell	54,702 -36,884	-40%	-$4.89M	0.46%	61
2025 Q3	$12M	Sell	91,586 -4,857	-5%	-$662K	0.8%	35
2025 Q2	$12.9M	Buy	96,443 +25,973	+37%	+$2.98M	0.94%	28
2025 Q1	$7.73M	Sell	70,470 -1,485	-2%	-$179K	0.76%	52
2024 Q4	$8.92M	Buy	71,955 +1,311	+2%	+$159K	0.88%	37
2024 Q3	$7.73M	Buy	70,644 +5,347	+8%	+$575K	0.78%	47
2024 Q2	$7.19M	Buy	+65,297	New	+$7.22M	1.09%	35
2023 Q1	–	Sell	-3,298	Closed	-$287K	–	473
2022 Q4	$287K	Sell	3,298 -46	-1%	-$4.13K	0.02%	322
2022 Q3	$317K	Buy	+3,344	New	+$278K	0.02%	297
2022 Q1	$306K	Buy	+3,396	New	+$322K	0.02%	315

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WealthPlan Investment Management's EMR Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Emerson Electric (EMR) stake by 22% in Q2 2026, selling an estimated $1.17M and leaving 29,179 shares worth $4.18M. The position accounts for 0.21% of the portfolio, ranked #99.

WealthPlan Investment Management first reported a position in EMR in Q1 2022 and has held it in 12 quarters since. The position peaked at $12.9M in Q2 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

WealthPlan Investment Management held 29,179 shares of Emerson Electric worth $4.18M as of Q2 2026.
WealthPlan Investment Management sold 8,325 Emerson Electric shares in Q2 2026, an estimated $1.17M.
Emerson Electric made up 0.21% of WealthPlan Investment Management's portfolio in Q2 2026, its #99 holding.
WealthPlan Investment Management first reported a position in Emerson Electric in Q1 2022 and has held it in 12 quarters since.
WealthPlan Investment Management's Emerson Electric position peaked at $12.9M in Q2 2025.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.