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Barrett & Company’s Emerson Electric EMR Stock Holding History

Barrett & Company’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 		$755K Buy
5,760
+10
+0.2% +$1.44K 0.26% 58
2025
Q4 		$763K Buy
5,750
+9
+0.2% +$1.19K 0.25% 62
2025
Q3 		$753K Sell
5,741
-160
-3% -$21.8K 0.26% 65
2025
Q2 		$787K Buy
5,901
+180
+3% +$20.6K 0.3% 60
2025
Q1 		$627K Sell
5,721
-600
-9% -$72.3K 0.27% 65
2024
Q4 		$783K Buy
6,321
+10
+0.2% +$1.21K 0.33% 53
2024
Q3 		$690K Buy
6,311
+16
+0.3% +$1.72K 0.3% 61
2024
Q2 		$693K Sell
6,295
-85
-1% -$9.4K 0.31% 60
2024
Q1 		$724K Sell
6,380
-576
-8% -$59.2K 0.34% 56
2023
Q4 		$677K Sell
6,956
-122
-2% -$11.2K 0.37% 57
2023
Q3 		$683K Buy
7,078
+155
+2% +$14.8K 0.4% 54
2023
Q2 		$626K Buy
6,923
+322
+5% +$27.1K 0.36% 57
2023
Q1 		$575K Sell
6,601
-279
-4% -$24.4K 0.36% 60
2022
Q4 		$661K Hold
6,880
– – 0.44% 51
2022
Q3 		$661K Buy
+6,880
New +$571K 0.44% 51

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrett & Company's EMR Position: Q1 2026 in Review

Barrett & Company increased its Emerson Electric (EMR) stake by 0.17% in Q1 2026, buying an estimated $1.44K and bringing the position to 5,760 shares worth $755K. The position accounts for 0.26% of the portfolio, ranked #58.

Barrett & Company first reported a position in EMR in Q3 2022 and has held it in 15 quarters since. The position peaked at $787K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Barrett & Company held 5,760 shares of Emerson Electric worth $755K as of Q1 2026.
  • Barrett & Company bought 10 Emerson Electric shares in Q1 2026, an estimated $1.44K.
  • Emerson Electric made up 0.26% of Barrett & Company's portfolio in Q1 2026, its #58 holding.
  • Barrett & Company first reported a position in Emerson Electric in Q3 2022 and has held it in 15 quarters since.
  • Barrett & Company's Emerson Electric position peaked at $787K in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.