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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

EMR holding history

Emerson Electric Co in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EMR overviewAll 13F holders of EMRFull Q2 2026 holdings

Shares (Q2 2026)
139,937
Value
$20.0M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of EMR by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026139,937$20.0M0.1%+11,579+9.0%AddedHolders
Q1 2026128,358$16.8M0.1%−27,574−17.7%ReducedHolders
Q4 2025155,932$20.7M0.1%+42,900+38.0%AddedHolders
Q3 2025113,032$14.8M0.1%−2,997−2.6%ReducedHolders
Q2 2025116,029$15.5M0.1%−73,268−38.7%ReducedHolders
Q1 2025189,297$20.8M0.2%+15,065+8.6%AddedHolders
Q4 2024174,232$21.6M0.2%+12,501+7.7%AddedHolders
Q3 2024161,731$17.7M0.2%+7,242+4.7%AddedHolders
Q2 2024154,489$17.0M0.2%−52,924−25.5%ReducedHolders
Q1 2024207,413$23.5M0.3%−46,086−18.2%ReducedHolders
Q4 2023253,499$24.1M0.1%+15,362+6.5%AddedHolders
Q3 2023238,137$23.0M0.1%−22,178−8.5%ReducedHolders
Q2 2023260,315$23.5M0.1%−58,694−18.4%ReducedHolders
Q1 2023319,009$27.8M0.2%+9,985+3.2%AddedHolders
Q4 2022309,024$29.7M0.2%+10,318+3.5%AddedHolders
Q3 2022298,706$21.9M0.2%−9,033−2.9%ReducedHolders
Q2 2022307,739$24.5M0.2%+74,065+31.7%AddedHolders
Q1 2022233,674$22.9M0.2%+33,568+16.8%AddedHolders
Q4 2021200,106$18.6M0.1%+21,463+12.0%AddedHolders
Q3 2021178,643$16.8M0.1%+21,596+13.8%AddedHolders
Q2 2021157,047$15.1M0.1%+24,989+18.9%AddedHolders
Q1 2021132,058$11.9M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.