Advisory Alpha’s Emerson Electric EMR Stock Holding History

Advisory Alpha’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	$947K	Buy	7,229 +2,093	+41%	+$301K	0.03%	196
2025 Q4	$682K	Buy	5,136 +489	+11%	+$64.9K	0.02%	248
2025 Q3	$618K	Buy	4,647 +1,254	+37%	+$171K	0.02%	265
2025 Q2	$452K	Buy	3,393 +626	+23%	+$71.8K	0.01%	284
2025 Q1	$303K	Buy	2,767 +549	+25%	+$66.2K	0.01%	345
2024 Q4	$275K	Buy	2,218 +291	+15%	+$35.3K	0.01%	343
2024 Q3	$211K	Buy	+1,927	New	+$207K	0.01%	398
2020 Q4	–	Sell	-321	Closed	-$22K	–	253
2020 Q3	$22K	Buy	+321	New	+$21.1K	﹤0.01%	317
2020 Q2	–	Sell	-318	Closed	-$16.8K	–	229
2020 Q1	$16.8K	Buy	318 +2	+0.6%	+$132	﹤0.01%	335
2019 Q4	$24.4K	Sell	316 -24	-7%	-$1.73K	0.01%	376
2019 Q3	$21.6K	Buy	+340	New	+$21.4K	0.01%	363
2019 Q2	–	Sell	-279	Closed	-$18.7K	–	262
2019 Q1	$18.7K	Buy	+279	New	+$18.3K	0.01%	341

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $530B AUM 22.01% 1-Year Est. Return

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

Advisory Alpha's EMR Position: Q1 2026 in Review

Advisory Alpha increased its Emerson Electric (EMR) stake by 41% in Q1 2026, buying an estimated $301K and bringing the position to 7,229 shares worth $947K. The position accounts for 0.03% of the portfolio, ranked #196.

Advisory Alpha first reported a position in EMR in Q1 2019 and has held it in 12 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Advisory Alpha held 7,229 shares of Emerson Electric worth $947K as of Q1 2026.
Advisory Alpha bought 2,093 Emerson Electric shares in Q1 2026, an estimated $301K.
Emerson Electric made up 0.03% of Advisory Alpha's portfolio in Q1 2026, its #196 holding.
Advisory Alpha first reported a position in Emerson Electric in Q1 2019 and has held it in 12 quarters since.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.