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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Whalen Wealth Management's EMR Position: Q3 2025 in Review

Whalen Wealth Management sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 2,206 shares — an estimated $294K sold.

Whalen Wealth Management first reported a position in EMR in Q4 2023 and held it in 3 quarters. The position peaked at $632K in Q1 2025. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

Whalen Wealth Management reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
Whalen Wealth Management sold 2,206 Emerson Electric shares in Q3 2025, an estimated $294K.
Whalen Wealth Management first reported a position in Emerson Electric in Q4 2023 and held it in 3 quarters.
Whalen Wealth Management's Emerson Electric position peaked at $632K in Q1 2025.
2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.