Bank of Montreal’s Emerson Electric EMR Stock Holding History

Bank of Montreal’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	-42,500	Closed	-$5.64M	–	3817
2025 Q4	$5.64M	Buy	+42,500	New	+$5.64M	﹤0.01%	1285
2025 Q3	–	Sell	-4,400	Closed	-$587K	–	3601
2025 Q2	$587K	Hold	4,400	–	–	﹤0.01%	2190
2025 Q1	$482K	Buy	+4,400	New	+$530K	﹤0.01%	2223
2023 Q3	–	Sell	-82,600	Closed	-$7.49M	–	3914
2023 Q2	$7.49M	Buy	+82,600	New	+$6.95M	﹤0.01%	1144
2022 Q4	–	Sell	-1,700	Closed	-$126	–	4058
2022 Q3	$126	Buy	+1,700	New	+$141K	﹤0.01%	3386

Other funds holding EMR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of Montreal's EMR Position: Q1 2026 in Review

Bank of Montreal reduced its Emerson Electric (EMR) stake by 12% in Q1 2026, selling an estimated $10.8M and leaving 564,333 shares worth $73.9M. The position accounts for 0.03% of the portfolio, ranked #434.

Bank of Montreal first reported a position in EMR in Q2 2013 and has held it in 52 quarters since. The position peaked at $173M in Q3 2018. 2,202 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Bank of Montreal held 564,333 shares of Emerson Electric worth $73.9M as of Q1 2026.
Bank of Montreal sold 74,853 Emerson Electric shares in Q1 2026, an estimated $10.8M.
Emerson Electric made up 0.03% of Bank of Montreal's portfolio in Q1 2026, its #434 holding.
Bank of Montreal first reported a position in Emerson Electric in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Emerson Electric position peaked at $173M in Q3 2018.
2,202 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.