Albion Financial Group’s Emerson Electric EMR Stock Holding History

Albion Financial Group’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	–	Sell	-36	Closed	-$4.78K	–	751
2025 Q4	$4.78K	Buy	+36	New	+$4.78K	﹤0.01%	472
2022 Q1	–	Sell	-66	Closed	-$6K	–	612
2021 Q4	$6K	Hold	66	–	–	﹤0.01%	440
2021 Q3	$6K	Hold	66	–	–	﹤0.01%	402
2021 Q2	$6K	Buy	+66	New	+$6.21K	﹤0.01%	394
2020 Q4	$70K	Buy	+866	New	+$64.4K	0.01%	223
2015 Q1	–	Sell	-10,057	Closed	-$621K	–	179
2014 Q4	$621K	Buy	10,057 +380	+4%	+$23.8K	0.11%	100
2014 Q3	$606K	Buy	9,677 +3,100	+47%	+$201K	0.11%	103
2014 Q2	$436K	Buy	6,577 +3,360	+104%	+$226K	0.08%	128
2014 Q1	$215K	Buy	+3,217	New	+$212K	0.04%	172
2013 Q3	–	Sell	-4,666	Closed	-$254K	–	174
2013 Q2	$254K	Buy	+4,666	New	+$262K	0.06%	131

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

Albion Financial Group's EMR Position: Q1 2026 in Review

Albion Financial Group sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 36 shares — an estimated $4.78K sold.

Albion Financial Group first reported a position in EMR in Q2 2013 and held it in 10 quarters. The position peaked at $621K in Q4 2014. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Albion Financial Group reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
Albion Financial Group sold 36 Emerson Electric shares in Q1 2026, an estimated $4.78K.
Albion Financial Group first reported a position in Emerson Electric in Q2 2013 and held it in 10 quarters.
Albion Financial Group's Emerson Electric position peaked at $621K in Q4 2014.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.