WWM
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Western Wealth Management’s Emerson Electric EMR Stock Holding History

Western Wealth 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
Q1 		$1.01M Buy
7,673
+188
+3% +$27K 0.04% 437
2025
Q4 		$993K Buy
7,485
+2,340
+45% +$310K 0.05% 353
2025
Q3 		$675K Sell
5,145
-79
-2% -$10.8K 0.04% 386
2025
Q2 		$697K Sell
5,224
-116
-2% -$13.3K 0.04% 340
2025
Q1 		$585K Sell
5,340
-111
-2% -$13.4K 0.04% 348
2024
Q4 		$675K Buy
5,451
+234
+4% +$28.4K 0.04% 305
2024
Q3 		$571K Sell
5,217
-200
-4% -$21.5K 0.03% 429
2024
Q2 		$597K Buy
5,417
+33
+0.6% +$3.65K 0.04% 322
2024
Q1 		$611K Buy
5,384
+124
+2% +$12.7K 0.05% 318
2023
Q4 		$512K Sell
5,260
-560
-10% -$51.3K 0.04% 409
2023
Q3 		$562K Buy
5,820
+65
+1% +$6.19K 0.05% 363
2023
Q2 		$520K Sell
5,755
-36
-0.6% -$3.03K 0.04% 364
2023
Q1 		$505K Buy
5,791
+617
+12% +$53.9K 0.05% 367
2022
Q4 		$497K Sell
5,174
-3,252
-39% -$292K 0.05% 339
2022
Q3 		$617K Buy
8,426
+3,609
+75% +$300K 0.04% 418
2022
Q2 		$382K Buy
4,817
+18
+0.4% +$1.59K 0.02% 536
2022
Q1 		$471K Buy
+4,799
New +$454K 0.02% 543
2021
Q2 		$275K Buy
+2,854
New +$268K 0.03% 521

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

Western Wealth Management's EMR Position: Q1 2026 in Review

Western Wealth Management increased its Emerson Electric (EMR) stake by 2.5% in Q1 2026, buying an estimated $27K and bringing the position to 7,673 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #437.

Western Wealth Management first reported a position in EMR in Q2 2021 and has held it in 18 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Western Wealth Management held 7,673 shares of Emerson Electric worth $1.01M as of Q1 2026.
  • Western Wealth Management bought 188 Emerson Electric shares in Q1 2026, an estimated $27K.
  • Emerson Electric made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #437 holding.
  • Western Wealth Management first reported a position in Emerson Electric in Q2 2021 and has held it in 18 quarters since.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.