Whitaker-Myers Wealth Managers’s Emerson Electric EMR Stock Holding History

Whitaker-Myers Wealth Managers’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	-4,696	Closed	-$626K	–	126
2025 Q2	$626K	Buy	4,696 +873	+23%	+$100K	0.16%	66
2025 Q1	$419K	Buy	+3,823	New	+$461K	0.12%	79
2024 Q4	–	Sell	-2,213	Closed	-$242K	–	127
2024 Q3	$242K	Buy	+2,213	New	+$238K	0.08%	97

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

Whitaker-Myers Wealth Managers's EMR Position: Q3 2025 in Review

Whitaker-Myers Wealth Managers sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 4,696 shares — an estimated $626K sold.

Whitaker-Myers Wealth Managers first reported a position in EMR in Q3 2024 and held it in 3 quarters. The position peaked at $626K in Q2 2025. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

Whitaker-Myers Wealth Managers reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 4,696 Emerson Electric shares in Q3 2025, an estimated $626K.
Whitaker-Myers Wealth Managers first reported a position in Emerson Electric in Q3 2024 and held it in 3 quarters.
Whitaker-Myers Wealth Managers's Emerson Electric position peaked at $626K in Q2 2025.
2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2025, filed 16 Oct 2025.