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WMG Financial Advisors’s Emerson Electric EMR Stock Holding History

WMG Financial 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 		$419K Hold
2,927
– – 0.16% 61
2026
Q1 		$383K Sell
2,927
-59
-2% -$8.48K 0.16% 60
2025
Q4 		$396K Sell
2,986
-144
-5% -$19.1K 0.16% 70
2025
Q3 		$411K Buy
3,130
+11
+0.4% +$1.5K 0.14% 105
2025
Q2 		$416K Sell
3,119
-2
-0.1% -$229 0.15% 96
2025
Q1 		$342K Buy
3,121
+16
+0.5% +$1.93K 0.15% 98
2024
Q4 		$385K Sell
3,105
-101
-3% -$12.3K 0.17% 88
2024
Q3 		$351K Buy
3,206
+10
+0.3% +$1.08K 0.16% 92
2024
Q2 		$352K Sell
3,196
-544
-15% -$60.2K 0.19% 80
2024
Q1 		$424K Buy
3,740
+1,372
+58% +$141K 0.24% 74
2023
Q4 		$230K Buy
+2,368
New +$217K 0.15% 100
2023
Q3 		– Sell
-2,485
Closed -$225K – 110
2023
Q2 		$225K Buy
2,485
+695
+39% +$58.5K 0.17% 105
2023
Q1 		$220K Sell
1,790
-740
-29% -$64.7K 0.18% 101
2022
Q4 		$243K Buy
+2,530
New +$227K 0.21% 105
2022
Q3 		– Sell
-2,523
Closed -$201K – 142
2022
Q2 		$201K Sell
2,523
-22
-0.9% -$1.94K 0.17% 131
2022
Q1 		$250K Buy
2,545
+185
+8% +$17.5K 0.18% 133
2021
Q4 		$219K Buy
+2,360
New +$222K 0.17% 159

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

WMG Financial Advisors's EMR Position: Q2 2026 in Review

WMG Financial Advisors held its Emerson Electric (EMR) position steady in Q2 2026 at 2,927 shares worth $419K. The position accounts for 0.16% of the portfolio, ranked #61.

WMG Financial Advisors first reported a position in EMR in Q4 2021 and has held it in 17 quarters since. The position peaked at $424K in Q1 2024. 1,079 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • WMG Financial Advisors held 2,927 shares of Emerson Electric worth $419K as of Q2 2026.
  • WMG Financial Advisors left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.16% of WMG Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • WMG Financial Advisors first reported a position in Emerson Electric in Q4 2021 and has held it in 17 quarters since.
  • WMG Financial Advisors's Emerson Electric position peaked at $424K in Q1 2024.
  • 1,079 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.