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Wellington Shields & Co’s Emerson Electric EMR Stock Holding History

Wellington Shields & Co’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 		$857K Sell
6,540
-419
-6% -$60.3K 0.22% 97
2025
Q4 		$924K Buy
6,959
+149
+2% +$19.8K 0.23% 92
2025
Q3 		$893K Sell
6,810
-3
-0% -$409 0.23% 95
2025
Q2 		$908K Buy
6,813
+244
+4% +$28K 0.26% 90
2025
Q1 		$720K Buy
6,569
+209
+3% +$25.2K 0.23% 102
2024
Q4 		$788K Buy
6,360
+167
+3% +$20.3K 0.24% 99
2024
Q3 		$677K Buy
6,193
+1,395
+29% +$150K 0.21% 106
2024
Q2 		$529K Buy
4,798
+847
+21% +$93.7K 0.17% 117
2024
Q1 		$448K Buy
3,951
+840
+27% +$86.3K 0.15% 128
2023
Q4 		$303K Hold
3,111
– – 0.11% 162
2023
Q3 		$300K Hold
3,111
– – 0.08% 157
2023
Q2 		$281K Hold
3,111
– – 0.07% 168
2023
Q1 		$271K Sell
3,111
-1,400
-31% -$122K 0.06% 179
2022
Q4 		$433K Buy
4,511
+700
+18% +$62.9K 0.1% 125
2022
Q3 		$279K Buy
3,811
+200
+6% +$16.6K 0.12% 150
2022
Q2 		$287K Hold
3,611
– – 0.07% 155
2022
Q1 		$354K Buy
3,611
+771
+27% +$73K 0.12% 146
2021
Q4 		$264K Buy
2,840
+330
+13% +$31.1K 0.05% 184
2021
Q3 		$236K Buy
2,510
+10
+0.4% +$998 0.08% 183
2021
Q2 		$241K Hold
2,500
– – 0.08% 181
2021
Q1 		$226K Hold
2,500
– – 0.08% 178
2020
Q4 		$201K Buy
+2,500
New +$186K 0.07% 174
2016
Q4 		– Sell
-7,000
Closed -$382K – 133
2016
Q3 		$382K Hold
7,000
– – 0.19% 72
2016
Q2 		$365K Buy
+7,000
New +$372K 0.23% 71
2013
Q3 		– Sell
-3,840
Closed -$209 – 113
2013
Q2 		$209 Buy
+3,840
New +$216K 0.01% 103

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

Wellington Shields & Co's EMR Position: Q1 2026 in Review

Wellington Shields & Co reduced its Emerson Electric (EMR) stake by 6% in Q1 2026, selling an estimated $60.3K and leaving 6,540 shares worth $857K. The position accounts for 0.22% of the portfolio, ranked #97.

Wellington Shields & Co first reported a position in EMR in Q2 2013 and has held it in 25 quarters since. The position peaked at $924K in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Wellington Shields & Co held 6,540 shares of Emerson Electric worth $857K as of Q1 2026.
  • Wellington Shields & Co sold 419 Emerson Electric shares in Q1 2026, an estimated $60.3K.
  • Emerson Electric made up 0.22% of Wellington Shields & Co's portfolio in Q1 2026, its #97 holding.
  • Wellington Shields & Co first reported a position in Emerson Electric in Q2 2013 and has held it in 25 quarters since.
  • Wellington Shields & Co's Emerson Electric position peaked at $924K in Q4 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.