AM Investment Strategies’s Emerson Electric EMR Stock Holding History

AM Investment Strategies’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	$306K	Hold	2,138	–	–	0.06%	89
2026 Q1	$280K	Hold	2,138	–	–	0.06%	89
2025 Q4	$284K	Buy	2,138 +158	+8%	+$21K	0.06%	95
2025 Q3	$260K	Hold	1,980	–	–	0.06%	95
2025 Q2	$263K	Sell	1,980 -300	-13%	-$34.4K	0.06%	94
2025 Q1	$250K	Hold	2,280	–	–	0.06%	88
2024 Q4	$283K	Sell	2,280 -520	-19%	-$63.1K	0.07%	80
2024 Q3	$306K	Hold	2,800	–	–	0.07%	79
2024 Q2	$308K	Buy	2,800 +300	+12%	+$33.2K	0.08%	85
2024 Q1	$284K	Hold	2,500	–	–	0.07%	89
2023 Q4	$243K	Hold	2,500	–	–	0.07%	92
2023 Q3	$241K	Hold	2,500	–	–	0.08%	83
2023 Q2	$226K	Hold	2,500	–	–	0.07%	88
2023 Q1	$218K	Hold	2,500	–	–	0.07%	83
2022 Q4	$240K	Buy	+2,500	New	+$225K	0.09%	79
2022 Q2	–	Sell	-2,500	Closed	-$245K	–	104
2022 Q1	$245K	Sell	2,500 -600	-19%	-$56.8K	0.06%	92
2021 Q4	$288K	Hold	3,100	–	–	0.07%	94
2021 Q3	$292K	Hold	3,100	–	–	0.08%	87
2021 Q2	$298K	Hold	3,100	–	–	0.08%	87
2021 Q1	$280K	Hold	3,100	–	–	0.08%	81
2020 Q4	$249K	Hold	3,100	–	–	0.08%	78
2020 Q3	$203K	Buy	+3,100	New	+$204K	0.07%	80

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AM Investment Strategies's EMR Position: Q2 2026 in Review

AM Investment Strategies held its Emerson Electric (EMR) position steady in Q2 2026 at 2,138 shares worth $306K. The position accounts for 0.06% of the portfolio, ranked #89.

AM Investment Strategies first reported a position in EMR in Q3 2020 and has held it in 22 quarters since. The position peaked at $308K in Q2 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

AM Investment Strategies held 2,138 shares of Emerson Electric worth $306K as of Q2 2026.
AM Investment Strategies left its Emerson Electric share count unchanged in Q2 2026.
Emerson Electric made up 0.06% of AM Investment Strategies's portfolio in Q2 2026, its #89 holding.
AM Investment Strategies first reported a position in Emerson Electric in Q3 2020 and has held it in 22 quarters since.
AM Investment Strategies's Emerson Electric position peaked at $308K in Q2 2024.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.