Basepoint Wealth’s Emerson Electric EMR Stock Holding History

Basepoint Wealth’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	$82.9K	Buy	633 +4	+0.6%	+$575	0.05%	163
2025 Q4	$83.6K	Buy	+629	New	+$83.4K	0.05%	157
2024 Q3	–	Sell	-1,824	Closed	-$201K	–	115
2024 Q2	$201K	Sell	1,824 -1,008	-36%	-$111K	0.16%	108
2024 Q1	$321K	Sell	2,832 -621	-18%	-$63.8K	0.24%	86
2023 Q4	$336K	Buy	3,453 +365	+12%	+$33.4K	0.27%	79
2023 Q3	$298K	Buy	+3,088	New	+$294K	0.24%	83

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Basepoint Wealth's EMR Position: Q1 2026 in Review

Basepoint Wealth increased its Emerson Electric (EMR) stake by 0.64% in Q1 2026, buying an estimated $575 and bringing the position to 633 shares worth $82.9K. The position accounts for 0.05% of the portfolio, ranked #163.

Basepoint Wealth first reported a position in EMR in Q3 2023 and has held it in 6 quarters since. The position peaked at $336K in Q4 2023. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Basepoint Wealth held 633 shares of Emerson Electric worth $82.9K as of Q1 2026.
Basepoint Wealth bought 4 Emerson Electric shares in Q1 2026, an estimated $575.
Emerson Electric made up 0.05% of Basepoint Wealth's portfolio in Q1 2026, its #163 holding.
Basepoint Wealth first reported a position in Emerson Electric in Q3 2023 and has held it in 6 quarters since.
Basepoint Wealth's Emerson Electric position peaked at $336K in Q4 2023.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.