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Advyzon Investment Management’s Emerson Electric EMR Stock Holding History

Advyzon Investment Management’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 		$223K Buy
1,705
+149
+10% +$21.4K 0.02% 626
2025
Q4 		$206K Sell
1,556
-568
-27% -$75.3K 0.02% 559
2025
Q3 		$279K Sell
2,124
-184
-8% -$25.1K 0.05% 343
2025
Q2 		$308K Sell
2,308
-17
-0.7% -$1.95K 0.07% 273
2025
Q1 		$255K Buy
2,325
+181
+8% +$21.8K 0.09% 218
2024
Q4 		$266K Buy
+2,144
New +$260K 0.1% 182

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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 $1.56T AUM 27.86% 1-Year Est. Return
VPM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advyzon Investment Management's EMR Position: Q1 2026 in Review

Advyzon Investment Management increased its Emerson Electric (EMR) stake by 9.6% in Q1 2026, buying an estimated $21.4K and bringing the position to 1,705 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #626.

Advyzon Investment Management first reported a position in EMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $308K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Advyzon Investment Management held 1,705 shares of Emerson Electric worth $223K as of Q1 2026.
  • Advyzon Investment Management bought 149 Emerson Electric shares in Q1 2026, an estimated $21.4K.
  • Emerson Electric made up 0.02% of Advyzon Investment Management's portfolio in Q1 2026, its #626 holding.
  • Advyzon Investment Management first reported a position in Emerson Electric in Q4 2024 and has held it in 6 quarters since.
  • Advyzon Investment Management's Emerson Electric position peaked at $308K in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.