626 Financial’s Emerson Electric EMR Stock Holding History

626 Financial’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 Q1	$1.1M	Sell	8,372 -317	-4%	-$45.6K	0.49%	38
2025 Q4	$1.15M	Sell	8,689 -250	-3%	-$33.2K	0.5%	36
2025 Q3	$1.17M	Sell	8,939 -53	-0.6%	-$7.23K	0.52%	34
2025 Q2	$1.2M	Hold	8,992	–	–	0.56%	31
2025 Q1	$986K	Sell	8,992 -10	-0.1%	-$1.21K	0.51%	35
2024 Q4	$1.12M	Sell	9,002 -142	-2%	-$17.2K	0.6%	30
2024 Q3	$1M	Sell	9,144 -504	-5%	-$54.2K	0.56%	35
2024 Q2	$1.06M	Sell	9,648 -50	-0.5%	-$5.53K	0.62%	29
2024 Q1	$1.1M	Hold	9,698	–	–	0.66%	27
2023 Q4	$944K	Sell	9,698 -468	-5%	-$42.9K	0.62%	33
2023 Q3	$982K	Sell	10,166 -92	-0.9%	-$8.76K	0.66%	33
2023 Q2	$927K	Hold	10,258	–	–	0.59%	33
2023 Q1	$894K	Hold	10,258	–	–	0.59%	34
2022 Q4	$985K	Buy	10,258 +341	+3%	+$30.7K	0.69%	35
2022 Q3	$726K	Hold	9,917	–	–	0.59%	42
2022 Q2	$789K	Hold	9,917	–	–	0.6%	38
2022 Q1	$972K	Hold	9,917	–	–	0.62%	32
2021 Q4	$922K	Buy	+9,917	New	+$934K	0.56%	34
2021 Q1	$972K	Buy	+9,917	New	+$853K	0.62%	32

Other funds holding EMR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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 $501B AUM 22.01% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return