Apella Capital
EMR icon

Apella Capital’s Emerson Electric EMR Stock Holding History

Apella Capital’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
Q3 		$2.81M Buy
17,671
+1,273
+8% +$192K 0.04% 241
2026
Q2 		$2.26M Sell
16,398
-34
-0.2% -$4.79K 0.03% 246
2026
Q1 		$2.4M Buy
16,432
+3,092
+23% +$445K 0.04% 238
2025
Q4 		$1.77M Buy
13,340
+2,638
+25% +$350K 0.04% 209
2025
Q3 		$1.38M Buy
10,702
+730
+7% +$100K 0.03% 215
2025
Q2 		$1.38M Buy
9,972
+4,818
+93% +$553K 0.04% 185
2025
Q1 		$538K Buy
5,154
+461
+10% +$55.6K 0.02% 248
2024
Q4 		$582K Sell
4,693
-61
-1% -$7.4K 0.02% 214
2024
Q3 		$525K Buy
4,754
+585
+14% +$62.9K 0.02% 212
2024
Q2 		$457K Buy
4,169
+1,578
+61% +$174K 0.02% 216
2024
Q1 		$296K Sell
2,591
-121
-4% -$12.4K 0.01% 245
2023
Q4 		$258K Sell
2,712
-55
-2% -$5.04K 0.01% 254
2023
Q3 		$267K Sell
2,767
-169
-6% -$16.1K 0.02% 231
2023
Q2 		$265K Buy
+2,936
New +$247K 0.02% 227
2022
Q4 		$260K Buy
+2,706
New +$243K 0.02% 205
2022
Q2 		– Sell
-2,195
Closed -$215K – 223
2022
Q1 		$215K Buy
+2,195
New +$208K 0.03% 193
2021
Q3 		– Sell
-2,119
Closed -$204K – 205
2021
Q2 		$204K Buy
+2,119
New +$199K 0.03% 203
2020
Q4 		– Sell
-3,280
Closed -$215K – 126
2020
Q3 		$215K Sell
3,280
-57
-2% -$3.75K 0.09% 115
2020
Q2 		$207K Buy
+3,337
New +$190K 0.1% 112

Other funds holding EMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Apella Capital's EMR Position: Q3 2026 in Review

Apella Capital increased its Emerson Electric (EMR) stake by 7.8% in Q3 2026, buying an estimated $192K and bringing the position to 17,671 shares worth $2.81M. The position accounts for 0.04% of the portfolio, ranked #241.

Apella Capital first reported a position in EMR in Q2 2020 and has held it in 19 quarters since. 1,532 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Apella Capital held 17,671 shares of Emerson Electric worth $2.81M as of Q3 2026.
  • Apella Capital bought 1,273 Emerson Electric shares in Q3 2026, an estimated $192K.
  • Emerson Electric made up 0.04% of Apella Capital's portfolio in Q3 2026, its #241 holding.
  • Apella Capital first reported a position in Emerson Electric in Q2 2020 and has held it in 19 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.