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Birchbrook’s Emerson Electric EMR Stock Holding History

Birchbrook’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
-35
Closed -$4.67K – 272
2025
Q2 		$4.67K Hold
35
– – ﹤0.01% 220
2025
Q1 		$3.84K Hold
35
– – ﹤0.01% 220
2024
Q4 		$4.34K Hold
35
– – ﹤0.01% 235
2024
Q3 		$3.83K Hold
35
– – ﹤0.01% 224
2024
Q2 		$3.86K Hold
35
– – ﹤0.01% 222
2024
Q1 		$3.97K Sell
35
-79
-69% -$8.11K ﹤0.01% 230
2023
Q4 		$11.1K Buy
+114
New +$10.4K 0.01% 208

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Birchbrook's EMR Position: Q3 2025 in Review

Birchbrook sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 35 shares — an estimated $4.67K sold.

Birchbrook first reported a position in EMR in Q4 2023 and held it in 7 quarters. The position peaked at $11.1K in Q4 2023. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Birchbrook reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
  • Birchbrook sold 35 Emerson Electric shares in Q3 2025, an estimated $4.67K.
  • Birchbrook first reported a position in Emerson Electric in Q4 2023 and held it in 7 quarters.
  • Birchbrook's Emerson Electric position peaked at $11.1K in Q4 2023.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Birchbrook's 13F filing for Q3 2025, filed 3 Nov 2025.