1620 Investment Advisors’s Emerson Electric EMR Stock Holding History

1620 Investment 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	$235K	Buy	1,641 +18	+1%	+$2.53K	0.15%	160
2026 Q1	$213K	Sell	1,623 -6	-0.4%	-$863	0.14%	151
2025 Q4	$216K	Buy	1,629 +715	+78%	+$94.9K	0.14%	151
2025 Q3	$120K	Sell	914 -15	-2%	-$2.04K	0.08%	206
2025 Q2	$124K	Hold	929	–	–	0.09%	201
2025 Q1	$102K	Sell	929 -8	-0.9%	-$964	0.08%	211
2024 Q4	$116K	Sell	937 -600	-39%	-$72.8K	0.09%	203
2024 Q3	$168K	Sell	1,537 -952	-38%	-$102K	0.12%	167
2024 Q2	$274K	Buy	+2,489	New	+$275K	0.21%	137

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

1620 Investment Advisors's EMR Position: Q2 2026 in Review

1620 Investment Advisors increased its Emerson Electric (EMR) stake by 1.1% in Q2 2026, buying an estimated $2.53K and bringing the position to 1,641 shares worth $235K. The position accounts for 0.15% of the portfolio, ranked #160.

1620 Investment Advisors first reported a position in EMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $274K in Q2 2024. 2,289 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

1620 Investment Advisors held 1,641 shares of Emerson Electric worth $235K as of Q2 2026.
1620 Investment Advisors bought 18 Emerson Electric shares in Q2 2026, an estimated $2.53K.
Emerson Electric made up 0.15% of 1620 Investment Advisors's portfolio in Q2 2026, its #160 holding.
1620 Investment Advisors first reported a position in Emerson Electric in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Emerson Electric position peaked at $274K in Q2 2024.
2,289 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.