BFIM
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Beese Fulmer Investment Management’s Emerson Electric EMR Stock Holding History

Beese Fulmer Investment Management’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 		$2.57M Sell
19,580
-4,238
-18% -$609K 0.16% 95
2025
Q4 		$3.16M Buy
23,818
+119
+0.5% +$15.8K 0.21% 85
2025
Q3 		$3.11M Sell
23,699
-39
-0.2% -$5.32K 0.21% 86
2025
Q2 		$3.16M Sell
23,738
-284
-1% -$32.6K 0.24% 86
2025
Q1 		$2.63M Sell
24,022
-643
-3% -$77.5K 0.23% 76
2024
Q4 		$3.06M Sell
24,665
-136
-0.5% -$16.5K 0.26% 71
2024
Q3 		$2.71M Sell
24,801
-163
-0.7% -$17.5K 0.23% 77
2024
Q2 		$2.75M Sell
24,964
-60,146
-71% -$6.65M 0.25% 73
2024
Q1 		$9.65M Sell
85,110
-11,222
-12% -$1.15M 0.91% 41
2023
Q4 		$9.38M Sell
96,332
-328
-0.3% -$30K 0.97% 40
2023
Q3 		$9.33M Sell
96,660
-343
-0.4% -$32.7K 1.05% 33
2023
Q2 		$8.77M Sell
97,003
-2,680
-3% -$226K 0.95% 43
2023
Q1 		$8.69M Buy
99,683
+79
+0.1% +$6.9K 0.99% 42
2022
Q4 		$9.57M Buy
99,604
+1,343
+1% +$121K 1.15% 34
2022
Q3 		$7.2M Buy
98,261
+779
+0.8% +$64.7K 0.97% 40
2022
Q2 		$7.75M Sell
97,482
-2,365
-2% -$208K 0.99% 36
2022
Q1 		$9.79M Sell
99,847
-159
-0.2% -$15.1K 1.06% 32
2021
Q4 		$9.3M Sell
100,006
-498
-0.5% -$46.9K 0.97% 34
2021
Q3 		$9.47M Buy
100,504
+135
+0.1% +$13.5K 1.07% 30
2021
Q2 		$9.66M Sell
100,369
-568
-0.6% -$53.4K 1.09% 30
2021
Q1 		$9.11M Sell
100,937
-2,366
-2% -$204K 1.09% 29
2020
Q4 		$8.3M Sell
103,303
-158
-0.2% -$11.7K 1.06% 29
2020
Q3 		$6.78M Sell
103,461
-4,165
-4% -$274K 0.96% 34
2020
Q2 		$6.68M Sell
107,626
-7,491
-7% -$426K 0.98% 37
2020
Q1 		$5.49M Buy
115,117
+350
+0.3% +$23K 0.97% 41
2019
Q4 		$8.75M Buy
114,767
+2,188
+2% +$158K 1.23% 23
2019
Q3 		$7.53M Buy
112,579
+31,498
+39% +$1.98M 1.13% 29
2019
Q2 		$5.41M Sell
81,081
-858
-1% -$57.5K 1.02% 37
2019
Q1 		$5.61M Buy
81,939
+1,697
+2% +$112K 1.11% 35
2018
Q4 		$4.79M Buy
80,242
+5,855
+8% +$395K 1.08% 36
2018
Q3 		$5.7M Buy
74,387
+4,133
+6% +$305K 1.12% 38
2018
Q2 		$4.86M Buy
70,254
+9,940
+16% +$699K 1.02% 40
2018
Q1 		$4.12M Buy
60,314
+7,772
+15% +$553K 0.9% 48
2017
Q4 		$3.66M Buy
52,542
+1,532
+3% +$99.3K 0.79% 53
2017
Q3 		$3.21M Buy
51,010
+359
+0.7% +$21.7K 0.73% 56
2017
Q2 		$3.02M Buy
50,651
+1,490
+3% +$88.3K 0.72% 54
2017
Q1 		$2.94M Buy
49,161
+2,254
+5% +$135K 0.72% 56
2016
Q4 		$2.62M Buy
46,907
+2,304
+5% +$124K 0.68% 56
2016
Q3 		$2.43M Buy
44,603
+860
+2% +$46.1K 0.66% 57
2016
Q2 		$2.28M Buy
43,743
+52
+0.1% +$2.76K 0.65% 55
2016
Q1 		$2.35M Buy
43,691
+1,978
+5% +$95.4K 0.69% 54
2015
Q4 		$2M Sell
41,713
-2,156
-5% -$103K 0.61% 56
2015
Q3 		$1.94M Buy
43,869
+2,681
+7% +$132K 0.64% 52
2015
Q2 		$2.28M Buy
41,188
+55
+0.1% +$3.23K 0.73% 52
2015
Q1 		$2.33M Buy
41,133
+757
+2% +$44K 0.78% 47
2014
Q4 		$2.49M Buy
40,376
+2,215
+6% +$139K 0.78% 49
2014
Q3 		$2.39M Buy
38,161
+2,044
+6% +$133K 0.78% 48
2014
Q2 		$2.4M Buy
36,117
+5,027
+16% +$338K 0.78% 49
2014
Q1 		$2.08M Buy
31,090
+1,990
+7% +$131K 0.72% 51
2013
Q4 		$2.04M Buy
29,100
+237
+0.8% +$15.8K 0.73% 50
2013
Q3 		$1.87M Buy
28,863
+1,650
+6% +$101K 0.73% 50
2013
Q2 		$1.48M Buy
+27,213
New +$1.53M 0.64% 52

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

Beese Fulmer Investment Management's EMR Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Emerson Electric (EMR) stake by 18% in Q1 2026, selling an estimated $609K and leaving 19,580 shares worth $2.57M. The position accounts for 0.16% of the portfolio, ranked #95.

Beese Fulmer Investment Management first reported a position in EMR in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.79M in Q1 2022. 2,195 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Beese Fulmer Investment Management held 19,580 shares of Emerson Electric worth $2.57M as of Q1 2026.
  • Beese Fulmer Investment Management sold 4,238 Emerson Electric shares in Q1 2026, an estimated $609K.
  • Emerson Electric made up 0.16% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #95 holding.
  • Beese Fulmer Investment Management first reported a position in Emerson Electric in Q2 2013 and has held it in 52 quarters since.
  • Beese Fulmer Investment Management's Emerson Electric position peaked at $9.79M in Q1 2022.
  • 2,195 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.