Atwood & Palmer’s Emerson Electric EMR Stock Holding History

Atwood & Palmer’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	$611K	Hold	4,271	–	–	0.03%	112
2026 Q1	$560K	Hold	4,271	–	–	0.03%	112
2025 Q4	$567K	Hold	4,271	–	–	0.03%	114
2025 Q3	$560K	Hold	4,271	–	–	0.03%	111
2025 Q2	$569K	Hold	4,271	–	–	0.04%	110
2025 Q1	$468K	Sell	4,271 -98	-2%	-$11.8K	0.03%	112
2024 Q4	$541K	Buy	4,369 +71	+2%	+$8.61K	0.04%	109
2024 Q3	$470K	Hold	4,298	–	–	0.03%	111
2024 Q2	$473K	Sell	4,298 -97	-2%	-$10.7K	0.04%	109
2024 Q1	$498K	Buy	4,395 +42	+1%	+$4.31K	0.04%	104
2023 Q4	$424K	Sell	4,353 -200	-4%	-$18.3K	0.03%	114
2023 Q3	$440K	Hold	4,553	–	–	0.04%	103
2023 Q2	$412K	Buy	4,553 +553	+14%	+$46.5K	0.04%	112
2023 Q1	$349K	Hold	4,000	–	–	0.03%	111
2022 Q4	$384K	Hold	4,000	–	–	0.03%	118
2022 Q3	$293K	Hold	4,000	–	–	0.03%	124
2022 Q2	$318K	Sell	4,000 -150	-4%	-$13.2K	0.03%	116
2022 Q1	$407K	Sell	4,150 -49	-1%	-$4.64K	0.04%	116
2021 Q4	$390K	Buy	4,199 +25	+0.6%	+$2.35K	0.03%	123
2021 Q3	$393K	Buy	4,174 +174	+4%	+$17.4K	0.04%	121
2021 Q2	$385K	Hold	4,000	–	–	0.03%	120
2021 Q1	$361K	Hold	4,000	–	–	0.03%	123
2020 Q4	$321K	Hold	4,000	–	–	0.03%	122
2020 Q3	$262K	Hold	4,000	–	–	0.03%	117
2020 Q2	$248K	Hold	4,000	–	–	0.03%	113
2020 Q1	$191K	Hold	4,000	–	–	0.03%	120
2019 Q4	$305K	Hold	4,000	–	–	0.04%	107
2019 Q3	$267K	Hold	4,000	–	–	0.04%	113
2019 Q2	$267K	Hold	4,000	–	–	0.04%	112
2019 Q1	$274K	Hold	4,000	–	–	0.04%	104
2018 Q4	$239K	Hold	4,000	–	–	0.04%	106
2018 Q3	$306K	Hold	4,000	–	–	0.04%	104
2018 Q2	$277K	Hold	4,000	–	–	0.04%	109
2018 Q1	$273K	Hold	4,000	–	–	0.04%	109
2017 Q4	$279K	Sell	4,000 -800	-17%	-$51.8K	0.04%	112
2017 Q3	$302K	Sell	4,800 -275	-5%	-$16.6K	0.04%	108
2017 Q2	$303K	Hold	5,075	–	–	0.05%	106
2017 Q1	$304K	Hold	5,075	–	–	0.05%	99
2016 Q4	$283K	Hold	5,075	–	–	0.05%	97
2016 Q3	$277K	Hold	5,075	–	–	0.05%	98
2016 Q2	$265K	Hold	5,075	–	–	0.05%	97
2016 Q1	$276K	Sell	5,075 -4,392	-46%	-$212K	0.05%	97
2015 Q4	$453K	Sell	9,467 -2,925	-24%	-$139K	0.09%	92
2015 Q3	$547K	Hold	12,392	–	–	0.11%	89
2015 Q2	$687K	Hold	12,392	–	–	0.12%	83
2015 Q1	$702K	Hold	12,392	–	–	0.13%	81
2014 Q4	$765K	Hold	12,392	–	–	0.14%	75
2014 Q3	$775K	Buy	12,392 +8,392	+210%	+$545K	0.15%	77
2014 Q2	$265K	Sell	4,000 -8,254	-67%	-$555K	0.07%	102
2014 Q1	$819K	Hold	12,254	–	–	0.19%	55
2013 Q4	$860K	Buy	12,254 +254	+2%	+$17K	0.21%	50
2013 Q3	$776K	Hold	12,000	–	–	0.21%	51
2013 Q2	$654K	Buy	+12,000	New	+$675K	0.18%	60

Other funds holding EMR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Atwood & Palmer's EMR Position: Q2 2026 in Review

Atwood & Palmer held its Emerson Electric (EMR) position steady in Q2 2026 at 4,271 shares worth $611K. The position accounts for 0.03% of the portfolio, ranked #112.

Atwood & Palmer first reported a position in EMR in Q2 2013 and has held it in 53 quarters since. The position peaked at $860K in Q4 2013. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Atwood & Palmer held 4,271 shares of Emerson Electric worth $611K as of Q2 2026.
Atwood & Palmer left its Emerson Electric share count unchanged in Q2 2026.
Emerson Electric made up 0.03% of Atwood & Palmer's portfolio in Q2 2026, its #112 holding.
Atwood & Palmer first reported a position in Emerson Electric in Q2 2013 and has held it in 53 quarters since.
Atwood & Palmer's Emerson Electric position peaked at $860K in Q4 2013.
746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.