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Allen Investment Management’s Emerson Electric EMR Stock Holding History

Allen 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
Q2 		$214K Buy
+1,496
New +$211K ﹤0.01% 224
2024
Q4 		– Sell
-6,644
Closed -$727K – 211
2024
Q3 		$727K Hold
6,644
– – 0.01% 156
2024
Q2 		$732K Buy
6,644
+148
+2% +$16.4K 0.01% 149
2024
Q1 		$737K Sell
6,496
-187
-3% -$19.2K 0.01% 142
2023
Q4 		$650K Sell
6,683
-4,813
-42% -$441K 0.01% 149
2023
Q3 		$1.11M Hold
11,496
– – 0.02% 128
2023
Q2 		$1.04M Hold
11,496
– – 0.02% 126
2023
Q1 		$1M Hold
11,496
– – 0.02% 128
2022
Q4 		$1.1M Sell
11,496
-259
-2% -$23.3K 0.02% 119
2022
Q3 		$861K Hold
11,755
– – 0.01% 129
2022
Q2 		$935K Hold
11,755
– – 0.02% 133
2022
Q1 		$1.15M Hold
11,755
– – 0.02% 134
2021
Q4 		$1.09M Buy
+11,755
New +$1.11M 0.01% 141
2020
Q2 		– Sell
-7,928
Closed -$378K – 177
2020
Q1 		$378K Buy
7,928
+1,755
+28% +$116K 0.01% 134
2019
Q4 		$471K Hold
6,173
– – 0.01% 127
2019
Q3 		$413K Buy
6,173
+95
+2% +$5.97K 0.01% 148
2019
Q2 		$406K Hold
6,078
– – 0.01% 154
2019
Q1 		$416K Buy
+6,078
New +$400K 0.01% 144
2015
Q2 		– Sell
-4,120
Closed -$233K – 218
2015
Q1 		$233K Sell
4,120
-26,913
-87% -$1.56M 0.02% 208
2014
Q4 		$1.92M Sell
31,033
-1,157
-4% -$72.5K 0.14% 77
2014
Q3 		$2.01M Buy
32,190
+4,057
+14% +$263K 0.17% 73
2014
Q2 		$1.87M Hold
28,133
– – 0.2% 69
2014
Q1 		$1.88M Hold
28,133
– – 0.29% 57
2013
Q4 		$1.97M Sell
28,133
-4,050
-13% -$271K 0.42% 45
2013
Q3 		$2.08M Buy
32,183
+1,220
+4% +$74.6K 0.57% 23
2013
Q2 		$1.69M Buy
+30,963
New +$1.74M 0.65% 24

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Allen Investment Management's EMR Position: Q2 2026 in Review

Allen Investment Management opened a new position in Emerson Electric (EMR) in Q2 2026: 1,496 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Allen Investment Management previously reported a position in EMR as recently as Q3 2024.

Allen Investment Management first reported a position in EMR in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.08M in Q3 2013. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Allen Investment Management held 1,496 shares of Emerson Electric worth $214K as of Q2 2026.
  • Emerson Electric was a new Allen Investment Management position in Q2 2026.
  • Emerson Electric made up ﹤0.01% of Allen Investment Management's portfolio in Q2 2026, its #224 holding.
  • Allen Investment Management first reported a position in Emerson Electric in Q2 2013 and has held it in 26 quarters since.
  • Allen Investment Management's Emerson Electric position peaked at $2.08M in Q3 2013.
  • 2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.