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Benedict Financial Advisors’s Emerson Electric EMR Stock Holding History

Benedict Financial Advisors’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 		$4.88M Sell
34,084
-404
-1% -$56.9K 0.95% 32
2026
Q1 		$4.52M Sell
34,488
-606
-2% -$87.1K 0.94% 32
2025
Q4 		$4.66M Sell
35,094
-468
-1% -$62.1K 0.98% 30
2025
Q3 		$4.67M Sell
35,562
-725
-2% -$98.8K 1.01% 33
2025
Q2 		$4.84M Buy
36,287
+50
+0.1% +$5.74K 1.1% 30
2025
Q1 		$3.97M Sell
36,237
-1,108
-3% -$134K 0.92% 38
2024
Q4 		$4.63M Sell
37,345
-430
-1% -$52.2K 1.12% 30
2024
Q3 		$4.13M Sell
37,775
-319
-0.8% -$34.3K 0.98% 35
2024
Q2 		$4.2M Sell
38,094
-550
-1% -$60.8K 1.06% 31
2024
Q1 		$4.38M Sell
38,644
-428
-1% -$44K 1.11% 29
2023
Q4 		$3.8M Buy
39,072
+40
+0.1% +$3.66K 1.04% 33
2023
Q3 		$3.77M Sell
39,032
-385
-1% -$36.7K 1.09% 32
2023
Q2 		$3.56M Buy
39,417
+1,015
+3% +$85.4K 0.98% 37
2023
Q1 		$3.35M Buy
38,402
+143
+0.4% +$12.5K 0.94% 42
2022
Q4 		$3.68M Buy
38,259
+81
+0.2% +$7.28K 1.09% 39
2022
Q3 		$2.79M Buy
38,178
+1,285
+3% +$107K 0.89% 43
2022
Q2 		$2.93M Buy
36,893
+391
+1% +$34.5K 0.87% 44
2022
Q1 		$3.58M Buy
36,502
+138
+0.4% +$13.1K 0.96% 41
2021
Q4 		$3.38M Buy
36,364
+122
+0.3% +$11.5K 0.88% 47
2021
Q3 		$3.41M Sell
36,242
-337
-0.9% -$33.6K 0.95% 42
2021
Q2 		$3.52M Sell
36,579
-270
-0.7% -$25.4K 0.98% 39
2021
Q1 		$3.32M Sell
36,849
-402
-1% -$34.6K 0.96% 40
2020
Q4 		$2.99M Buy
37,251
+169
+0.5% +$12.6K 1.08% 36
2020
Q3 		$2.43M Sell
37,082
-162
-0.4% -$10.7K 0.94% 40
2020
Q2 		$2.31M Sell
37,244
-596
-2% -$33.9K 0.95% 42
2020
Q1 		$1.8M Sell
37,840
-595
-2% -$39.2K 0.85% 45
2019
Q4 		$2.93M Sell
38,435
-679
-2% -$48.9K 1.14% 32
2019
Q3 		$2.62M Sell
39,114
-596
-2% -$37.5K 1.07% 37
2019
Q2 		$2.65M Sell
39,710
-119
-0.3% -$7.97K 1.1% 36
2019
Q1 		$2.73M Sell
39,829
-1,879
-5% -$124K 1.18% 32
2018
Q4 		$2.49M Sell
41,708
-1,522
-4% -$103K 1.23% 33
2018
Q3 		$3.31M Sell
43,230
-2,218
-5% -$164K 1.48% 23
2018
Q2 		$3.14M Sell
45,448
-548
-1% -$38.5K 1.55% 22
2018
Q1 		$3.14M Sell
45,996
-1,764
-4% -$126K 1.58% 21
2017
Q4 		$3.33M Sell
47,760
-157
-0.3% -$10.2K 1.6% 22
2017
Q3 		$3.01M Buy
47,917
+334
+0.7% +$20.1K 1.55% 21
2017
Q2 		$2.86M Buy
47,583
+747
+2% +$44.3K 1.49% 23
2017
Q1 		$2.8M Buy
46,836
+262
+0.6% +$15.6K 1.53% 26
2016
Q4 		$2.6M Buy
46,574
+363
+0.8% +$19.5K 1.5% 29
2016
Q3 		$2.49M Buy
46,211
+2,037
+5% +$109K 1.45% 29
2016
Q2 		$2.31M Buy
44,174
+1,452
+3% +$77.1K 1.35% 30
2016
Q1 		$2.32M Buy
42,722
+743
+2% +$35.8K 1.41% 29
2015
Q4 		$2.01M Buy
41,979
+2,089
+5% +$99.4K 1.27% 34
2015
Q3 		$1.76M Buy
39,890
+2,950
+8% +$145K 1.22% 35
2015
Q2 		$1.9M Buy
36,940
+1,733
+5% +$102K 1.24% 31
2015
Q1 		$2.06M Buy
35,207
+2,870
+9% +$167K 1.32% 29
2014
Q4 		$1.84M Buy
+32,337
New +$2.03M 1.21% 33

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Benedict Financial Advisors's EMR Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Emerson Electric (EMR) stake by 1.2% in Q2 2026, selling an estimated $56.9K and leaving 34,084 shares worth $4.88M. The position accounts for 0.95% of the portfolio, ranked #32.

Benedict Financial Advisors first reported a position in EMR in Q4 2014 and has held it in 47 quarters since. 469 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Benedict Financial Advisors held 34,084 shares of Emerson Electric worth $4.88M as of Q2 2026.
  • Benedict Financial Advisors sold 404 Emerson Electric shares in Q2 2026, an estimated $56.9K.
  • Emerson Electric made up 0.95% of Benedict Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Benedict Financial Advisors first reported a position in Emerson Electric in Q4 2014 and has held it in 47 quarters since.
  • 469 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.