Berkshire Money Management’s Emerson Electric EMR Stock Holding History

Berkshire Money 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	–	Sell	-2,528	Closed	-$336K	–	73
2025 Q4	$336K	Buy	+2,528	New	+$335K	0.03%	90
2025 Q3	–	Sell	-4,720	Closed	-$629K	–	70
2025 Q2	$629K	Hold	4,720	–	–	0.07%	56
2025 Q1	$518K	Buy	4,720 +18	+0.4%	+$2.17K	0.06%	51
2024 Q4	$583K	Buy	+4,702	New	+$570K	0.06%	43
2024 Q2	–	Sell	-2,510	Closed	-$285K	–	48
2024 Q1	$285K	Buy	+2,510	New	+$258K	0.03%	67

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

Berkshire Money Management's EMR Position: Q1 2026 in Review

Berkshire Money Management sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 2,528 shares — an estimated $336K sold.

Berkshire Money Management first reported a position in EMR in Q1 2024 and held it in 5 quarters. The position peaked at $629K in Q2 2025. 2,197 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Berkshire Money Management reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 2,528 Emerson Electric shares in Q1 2026, an estimated $336K.
Berkshire Money Management first reported a position in Emerson Electric in Q1 2024 and held it in 5 quarters.
Berkshire Money Management's Emerson Electric position peaked at $629K in Q2 2025.
2,197 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.