WealthTrust Axiom’s Emerson Electric EMR Stock Holding History

WealthTrust Axiom’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	$241K	Sell	1,682 -96	-5%	-$13.5K	0.05%	252
2026 Q1	$233K	Sell	1,778 -15	-0.8%	-$2.16K	0.06%	245
2025 Q4	$238K	Hold	1,793	–	–	0.06%	232
2025 Q3	$235K	Buy	1,793 +271	+18%	+$36.9K	0.06%	229
2025 Q2	$203K	Sell	1,522 -330	-18%	-$37.9K	0.06%	232
2025 Q1	$203K	Hold	1,852	–	–	0.06%	232
2024 Q4	$229K	Buy	+1,852	New	+$225K	0.07%	217
2024 Q2	–	Sell	-1,850	Closed	-$210K	–	261
2024 Q1	$210K	Buy	+1,850	New	+$190K	0.07%	227
2017 Q3	–	Sell	-27,971	Closed	-$1.67M	–	219
2017 Q2	$1.67M	Sell	27,971 -552	-2%	-$32.7K	0.63%	46
2017 Q1	$1.71M	Sell	28,523 -14,620	-34%	-$873K	0.62%	45
2016 Q4	$2.4M	Buy	43,143 +7,039	+19%	+$379K	0.87%	34
2016 Q3	$1.97M	Buy	+36,104	New	+$1.93M	0.74%	41

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

WealthTrust Axiom's EMR Position: Q2 2026 in Review

WealthTrust Axiom reduced its Emerson Electric (EMR) stake by 5.4% in Q2 2026, selling an estimated $13.5K and leaving 1,682 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #252.

WealthTrust Axiom first reported a position in EMR in Q3 2016 and has held it in 12 quarters since. The position peaked at $2.4M in Q4 2016. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

WealthTrust Axiom held 1,682 shares of Emerson Electric worth $241K as of Q2 2026.
WealthTrust Axiom sold 96 Emerson Electric shares in Q2 2026, an estimated $13.5K.
Emerson Electric made up 0.05% of WealthTrust Axiom's portfolio in Q2 2026, its #252 holding.
WealthTrust Axiom first reported a position in Emerson Electric in Q3 2016 and has held it in 12 quarters since.
WealthTrust Axiom's Emerson Electric position peaked at $2.4M in Q4 2016.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.