Beacon Capital Management LLC (Tennessee)’s Emerson Electric EMR Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	–	Sell	-796	Closed	-$106K	–	383
2025 Q2	$106K	Sell	796 -9	-1%	-$1.03K	0.01%	197
2025 Q1	$88.3K	Buy	805 +3	+0.4%	+$362	0.01%	220
2024 Q4	$99.4K	Sell	802 -264	-25%	-$32K	0.01%	196
2024 Q3	$117K	Buy	1,066 +298	+39%	+$32.1K	0.02%	175
2024 Q2	$84.6K	Buy	768 +161	+27%	+$17.8K	0.02%	193
2024 Q1	$68.8K	Buy	607 +490	+419%	+$50.3K	0.01%	230
2023 Q4	$11.3K	Sell	117 -36	-24%	-$3.3K	﹤0.01%	493
2023 Q3	$13.8K	Hold	153	–	–	﹤0.01%	476
2023 Q2	$13.8K	Buy	153 +36	+31%	+$3.03K	﹤0.01%	476
2023 Q1	$10.2K	Sell	117 -30	-20%	-$2.62K	﹤0.01%	494
2022 Q4	$14.1K	Buy	147 +69	+88%	+$6.2K	﹤0.01%	435
2022 Q3	$6K	Hold	78	–	–	﹤0.01%	558
2022 Q2	$8K	Hold	78	–	–	﹤0.01%	556
2022 Q1	$8K	Buy	+78	New	+$7.38K	﹤0.01%	556

Other funds holding EMR

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s EMR Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 796 shares — an estimated $106K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EMR in Q1 2022 and held it in 14 quarters. The position peaked at $117K in Q3 2024. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 796 Emerson Electric shares in Q3 2025, an estimated $106K.
Beacon Capital Management LLC (Tennessee) first reported a position in Emerson Electric in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Emerson Electric position peaked at $117K in Q3 2024.
2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.