WFA of San Diego’s Emerson Electric EMR Stock Holding History

WFA of San Diego’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	$107K	Sell	815 -35	-4%	-$5.03K	0.09%	129
2025 Q4	$113K	Hold	850	–	–	0.08%	129
2025 Q3	$112K	Hold	850	–	–	0.08%	133
2025 Q2	$113K	Buy	+850	New	+$97.5K	0.08%	129
2024 Q3	$93K	Hold	850	–	–	0.08%	131
2024 Q2	$93.6K	Buy	+850	New	+$94K	0.08%	125
2023 Q3	$82.1K	Hold	850	–	–	0.08%	130
2023 Q2	$76.8K	Buy	+850	New	+$71.5K	0.08%	135
2023 Q1	–	Sell	-50	Closed	-$4.8K	–	165
2022 Q4	$4.8K	Buy	+50	New	+$4.5K	﹤0.01%	409
2022 Q3	–	Sell	-904	Closed	-$72K	–	171
2022 Q2	$72K	Buy	+904	New	+$79.7K	0.06%	143
2022 Q1	–	Sell	-1,849	Closed	-$172K	–	106
2021 Q4	$172K	Sell	1,849 -14	-0.8%	-$1.32K	0.1%	123
2021 Q3	$175K	Buy	+1,863	New	+$186K	0.12%	110
2020 Q3	–	Sell	-10,187	Closed	-$787K	–	119
2020 Q2	$787K	Buy	+10,187	New	+$579K	0.18%	117

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WFA of San Diego's EMR Position: Q1 2026 in Review

WFA of San Diego reduced its Emerson Electric (EMR) stake by 4.1% in Q1 2026, selling an estimated $5.03K and leaving 815 shares worth $107K. The position accounts for 0.09% of the portfolio, ranked #129.

WFA of San Diego first reported a position in EMR in Q2 2020 and has held it in 13 quarters since. The position peaked at $787K in Q2 2020. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

WFA of San Diego held 815 shares of Emerson Electric worth $107K as of Q1 2026.
WFA of San Diego sold 35 Emerson Electric shares in Q1 2026, an estimated $5.03K.
Emerson Electric made up 0.09% of WFA of San Diego's portfolio in Q1 2026, its #129 holding.
WFA of San Diego first reported a position in Emerson Electric in Q2 2020 and has held it in 13 quarters since.
WFA of San Diego's Emerson Electric position peaked at $787K in Q2 2020.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.