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

Whalen 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
Q3 		$409K Buy
+2,634
New +$396K 0.17% 137
2025
Q3 		– Sell
-2,206
Closed -$294K – 204
2025
Q2 		$294K Sell
2,206
-3,561
-62% -$409K 0.18% 141
2025
Q1 		$632K Buy
+5,767
New +$695K 0.42% 48
2024
Q1 		– Sell
-6,420
Closed -$625K – 132
2023
Q4 		$625K Buy
+6,420
New +$588K 0.56% 47

Other funds holding EMR

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Whalen Wealth Management's EMR Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Emerson Electric (EMR) in Q3 2026: 2,634 shares worth $409K. The stake represents 0.17% of the portfolio and ranks #137 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in EMR as recently as Q2 2025.

Whalen Wealth Management first reported a position in EMR in Q4 2023 and has held it in 4 quarters since. The position peaked at $632K in Q1 2025. 121 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Whalen Wealth Management held 2,634 shares of Emerson Electric worth $409K as of Q3 2026.
  • Emerson Electric was a new Whalen Wealth Management position in Q3 2026.
  • Emerson Electric made up 0.17% of Whalen Wealth Management's portfolio in Q3 2026, its #137 holding.
  • Whalen Wealth Management first reported a position in Emerson Electric in Q4 2023 and has held it in 4 quarters since.
  • Whalen Wealth Management's Emerson Electric position peaked at $632K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.