Bellevue Asset Management’s Emerson Electric EMR Stock Holding History

Bellevue Asset 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 Q2	$130K	Buy	907 +7	+0.8%	+$985	0.06%	105
2026 Q1	$118K	Hold	900	–	–	0.06%	102
2025 Q4	$119K	Hold	900	–	–	0.04%	101
2025 Q3	$118K	Hold	900	–	–	0.05%	101
2025 Q2	$120K	Hold	900	–	–	0.06%	96
2025 Q1	$98.7K	Hold	900	–	–	0.05%	101
2024 Q4	$112K	Hold	900	–	–	0.06%	97
2024 Q3	$98.4K	Hold	900	–	–	0.05%	103
2024 Q2	$99.1K	Hold	900	–	–	0.05%	98
2024 Q1	$102K	Hold	900	–	–	0.06%	95
2023 Q4	$87.6K	Hold	900	–	–	0.08%	105
2023 Q3	$86.9K	Hold	900	–	–	0.06%	94
2023 Q2	$81.4K	Hold	900	–	–	0.05%	101
2023 Q1	$78.4K	Hold	900	–	–	0.05%	103
2022 Q4	$85.8K	Hold	900	–	–	0.07%	104
2022 Q3	$68K	Hold	900	–	–	0.05%	125
2022 Q2	$72K	Hold	900	–	–	0.05%	124
2022 Q1	$89K	Hold	900	–	–	0.05%	121
2021 Q4	$84K	Sell	900 -50	-5%	-$4.71K	0.05%	130
2021 Q3	$90K	Hold	950	–	–	0.06%	124
2021 Q2	$91K	Hold	950	–	–	0.06%	129
2021 Q1	$86K	Hold	950	–	–	0.05%	130
2020 Q4	$78K	Hold	950	–	–	0.05%	133
2020 Q3	$62K	Sell	950 -850	-47%	-$56K	0.04%	142
2020 Q2	$112K	Hold	1,800	–	–	0.12%	100
2020 Q1	$100K	Sell	1,800 -563	-24%	-$37.1K	0.1%	106
2019 Q4	$180K	Buy	+2,363	New	+$170K	0.14%	73

Other funds holding EMR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bellevue Asset Management's EMR Position: Q2 2026 in Review

Bellevue Asset Management increased its Emerson Electric (EMR) stake by 0.78% in Q2 2026, buying an estimated $985 and bringing the position to 907 shares worth $130K. The position accounts for 0.06% of the portfolio, ranked #105.

Bellevue Asset Management first reported a position in EMR in Q4 2019 and has held it in 27 quarters since. The position peaked at $180K in Q4 2019. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Bellevue Asset Management held 907 shares of Emerson Electric worth $130K as of Q2 2026.
Bellevue Asset Management bought 7 Emerson Electric shares in Q2 2026, an estimated $985.
Emerson Electric made up 0.06% of Bellevue Asset Management's portfolio in Q2 2026, its #105 holding.
Bellevue Asset Management first reported a position in Emerson Electric in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Emerson Electric position peaked at $180K in Q4 2019.
2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.