Wellington Management Group
EMR icon

Wellington Management Group’s Emerson Electric EMR Stock Holding History

Wellington Management 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
2018
Q1 		– Sell
-498
Closed -$501K – 2225
2017
Q4 		$501K Buy
+498
New +$32.3K ﹤0.01% 2039

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wellington Management Group's EMR Position: Q2 2026 in Review

Wellington Management Group reduced its Emerson Electric (EMR) stake by 12% in Q2 2026, selling an estimated $162M and leaving 8,464,091 shares worth $1.21B. The position accounts for 0.21% of the portfolio, ranked #112.

Wellington Management Group first reported a position in EMR in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.98B in Q2 2025. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Wellington Management Group held 8,464,091 shares of Emerson Electric worth $1.21B as of Q2 2026.
  • Wellington Management Group sold 1,153,964 Emerson Electric shares in Q2 2026, an estimated $162M.
  • Emerson Electric made up 0.21% of Wellington Management Group's portfolio in Q2 2026, its #112 holding.
  • Wellington Management Group first reported a position in Emerson Electric in Q2 2013 and has held it in 53 quarters since.
  • Wellington Management Group's Emerson Electric position peaked at $1.98B in Q2 2025.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.