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Whipplewood Advisors’s Emerson Electric EMR Stock Holding History

Whipplewood Advisors’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
Q2 		$87.2K Sell
609
-32
-5% -$4.5K 0.06% 118
2026
Q1 		$84K Buy
641
+38
+6% +$5.46K 0.04% 212
2025
Q4 		$80K Buy
603
+3
+0.5% +$398 0.05% 170
2025
Q3 		$78.7K Sell
600
-88
-13% -$12K 0.05% 167
2025
Q2 		$91.7K Sell
688
-372
-35% -$42.7K 0.05% 244
2025
Q1 		$91K Buy
1,060
+237
+29% +$28.6K 0.05% 234
2024
Q4 		$102K Buy
+823
New +$99.8K 0.06% 229

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Whipplewood Advisors's EMR Position: Q2 2026 in Review

Whipplewood Advisors reduced its Emerson Electric (EMR) stake by 5% in Q2 2026, selling an estimated $4.5K and leaving 609 shares worth $87.2K. The position accounts for 0.06% of the portfolio, ranked #118.

Whipplewood Advisors first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $102K in Q4 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Whipplewood Advisors held 609 shares of Emerson Electric worth $87.2K as of Q2 2026.
  • Whipplewood Advisors sold 32 Emerson Electric shares in Q2 2026, an estimated $4.5K.
  • Emerson Electric made up 0.06% of Whipplewood Advisors's portfolio in Q2 2026, its #118 holding.
  • Whipplewood Advisors first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Emerson Electric position peaked at $102K in Q4 2024.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.