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Williams Jones Wealth Management’s Emerson Electric EMR Stock Holding History

Williams Jones 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
Q2 		$16.9M Sell
118,280
-44
-0% -$6.19K 0.19% 78
2026
Q1 		$15.5M Buy
118,324
+518
+0.4% +$74.5K 0.19% 75
2025
Q4 		$15.6M Sell
117,806
-4,227
-3% -$561K 0.18% 76
2025
Q3 		$16M Buy
122,033
+1,213
+1% +$165K 0.18% 78
2025
Q2 		$16.1M Sell
120,820
-21,653
-15% -$2.48M 0.19% 75
2025
Q1 		$15.6M Sell
142,473
-10,428
-7% -$1.26M 0.2% 74
2024
Q4 		$18.9M Sell
152,901
-4,001
-3% -$485K 0.23% 71
2024
Q3 		$17.2M Sell
156,902
-567
-0.4% -$61K 0.2% 79
2024
Q2 		$17.3M Buy
157,469
+24,483
+18% +$2.71M 0.22% 80
2024
Q1 		$15.1M Buy
132,986
+30,250
+29% +$3.11M 0.19% 83
2023
Q4 		$10M Sell
102,736
-10,975
-10% -$1M 0.14% 102
2023
Q3 		$11M Sell
113,711
-9,702
-8% -$924K 0.17% 90
2023
Q2 		$11.2M Sell
123,413
-11,206
-8% -$943K 0.17% 95
2023
Q1 		$11.7M Sell
134,619
-1,306
-1% -$114K 0.18% 94
2022
Q4 		$13.1M Sell
135,925
-253
-0.2% -$22.7K 0.22% 84
2022
Q3 		$9.97M Sell
136,178
-2,363
-2% -$196K 0.17% 95
2022
Q2 		$11M Buy
138,541
+2,641
+2% +$233K 0.18% 95
2022
Q1 		$13.3M Sell
135,900
-1,928
-1% -$183K 0.19% 87
2021
Q4 		$12.8M Buy
137,828
+2,117
+2% +$199K 0.16% 88
2021
Q3 		$12.8M Buy
135,711
+915
+0.7% +$91.3K 0.18% 87
2021
Q2 		$13M Sell
134,796
-408
-0.3% -$38.4K 0.18% 86
2021
Q1 		$12.2M Buy
135,204
+1,063
+0.8% +$91.5K 0.19% 86
2020
Q4 		$10.8M Buy
134,141
+1,262
+0.9% +$93.8K 0.18% 85
2020
Q3 		$8.71M Buy
132,879
+47,625
+56% +$3.14M 0.16% 85
2020
Q2 		$5.29M Sell
85,254
-1,145
-1% -$65K 0.11% 108
2020
Q1 		$4.12M Sell
86,399
-3,200
-4% -$211K 0.11% 101
2019
Q4 		$6.83M Sell
89,599
-250
-0.3% -$18K 0.13% 100
2019
Q3 		$6.01M Buy
+89,849
New +$5.65M 0.12% 107

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

Williams Jones Wealth Management's EMR Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Emerson Electric (EMR) stake by 0.04% in Q2 2026, selling an estimated $6.19K and leaving 118,280 shares worth $16.9M. The position accounts for 0.19% of the portfolio, ranked #78.

Williams Jones Wealth Management first reported a position in EMR in Q3 2019 and has held it in 28 quarters since. The position peaked at $18.9M in Q4 2024. 2,294 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Williams Jones Wealth Management held 118,280 shares of Emerson Electric worth $16.9M as of Q2 2026.
  • Williams Jones Wealth Management sold 44 Emerson Electric shares in Q2 2026, an estimated $6.19K.
  • Emerson Electric made up 0.19% of Williams Jones Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Williams Jones Wealth Management first reported a position in Emerson Electric in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Emerson Electric position peaked at $18.9M in Q4 2024.
  • 2,294 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.