Bard Financial Services’s Emerson Electric EMR Stock Holding History

Bard Financial Services’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
2025 Q3	$762K	Hold	5,805	–	–	0.08%	126
2025 Q2	$774K	Sell	5,805 -330	-5%	-$37.9K	0.09%	126
2025 Q1	$673K	Hold	6,135	–	–	0.08%	134
2024 Q4	$760K	Hold	6,135	–	–	0.09%	123
2024 Q3	$671K	Hold	6,135	–	–	0.08%	134
2024 Q2	$676K	Hold	6,135	–	–	0.07%	137
2024 Q1	$696K	Hold	6,135	–	–	0.07%	133
2023 Q4	$597K	Hold	6,135	–	–	0.07%	144
2023 Q3	$592K	Hold	6,135	–	–	0.07%	136
2023 Q2	$555K	Hold	6,135	–	–	0.04%	205
2023 Q1	$535K	Hold	6,135	–	–	0.04%	210
2022 Q4	$589K	Buy	6,135 +665	+12%	+$59.8K	0.05%	195
2022 Q3	$401K	Hold	5,470	–	–	0.04%	211
2022 Q2	$435K	Hold	5,470	–	–	0.04%	202
2022 Q1	$536K	Hold	5,470	–	–	0.04%	187
2021 Q4	$509K	Sell	5,470 -500	-8%	-$47.1K	0.04%	187
2021 Q3	$562K	Buy	5,970 +500	+9%	+$49.9K	0.05%	176
2021 Q2	$526K	Hold	5,470	–	–	0.05%	184
2021 Q1	$494K	Hold	5,470	–	–	0.05%	176
2020 Q4	$440K	Buy	+5,470	New	+$407K	0.04%	183

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bard Financial Services's EMR Position: Q3 2025 in Review

Bard Financial Services held its Emerson Electric (EMR) position steady in Q3 2025 at 5,805 shares worth $762K. The position accounts for 0.08% of the portfolio, ranked #126.

Bard Financial Services first reported a position in EMR in Q4 2020 and has held it in 20 quarters since. The position peaked at $774K in Q2 2025. 2,103 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

Bard Financial Services held 5,805 shares of Emerson Electric worth $762K as of Q3 2025.
Bard Financial Services left its Emerson Electric share count unchanged in Q3 2025.
Emerson Electric made up 0.08% of Bard Financial Services's portfolio in Q3 2025, its #126 holding.
Bard Financial Services first reported a position in Emerson Electric in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Emerson Electric position peaked at $774K in Q2 2025.
2,103 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.