Boit C.F. David’s Emerson Electric EMR Stock Holding History

Boit C.F. David’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 Q3	$589K	Hold	3,800	–	–	0.24%	59
2026 Q2	$544K	Hold	3,800	–	–	0.23%	61
2026 Q1	$498K	Hold	3,800	–	–	0.22%	62
2025 Q4	$548K	Hold	3,800	–	–	0.24%	59
2025 Q3	$498K	Hold	3,800	–	–	0.23%	63
2025 Q2	$507K	Hold	3,800	–	–	0.24%	62
2025 Q1	$417K	Sell	3,800 -2,000	-34%	-$241K	0.21%	67
2024 Q4	$719K	Hold	5,800	–	–	0.29%	52
2024 Q3	$641K	Hold	5,800	–	–	0.32%	52
2024 Q2	$639K	Hold	5,800	–	–	0.33%	52
2024 Q1	$617K	Hold	5,800	–	–	0.34%	49
2023 Q4	$549K	Hold	5,800	–	–	0.31%	53
2023 Q3	$555K	Hold	5,800	–	–	0.38%	48
2023 Q2	$524K	Hold	5,800	–	–	0.35%	48
2023 Q1	$501K	Sell	5,800 -1,000	-15%	-$87.4K	0.34%	47
2022 Q4	$653K	Hold	6,800	–	–	0.47%	42
2022 Q3	$498K	Buy	+6,800	New	+$565K	0.4%	46
2022 Q1	$765K	Hold	7,800	–	–	0.5%	43
2021 Q4	$725K	Hold	7,800	–	–	0.46%	44
2021 Q3	$742K	Hold	7,800	–	–	0.51%	44
2021 Q2	$751K	Buy	+7,800	New	+$733K	0.57%	43

Other funds holding EMR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Boit C.F. David's EMR Position: Q3 2026 in Review

Boit C.F. David held its Emerson Electric (EMR) position steady in Q3 2026 at 3,800 shares worth $589K. The position accounts for 0.24% of the portfolio, ranked #59.

Boit C.F. David first reported a position in EMR in Q2 2021 and has held it in 21 quarters since. The position peaked at $765K in Q1 2022. 1,804 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Boit C.F. David held 3,800 shares of Emerson Electric worth $589K as of Q3 2026.
Boit C.F. David left its Emerson Electric share count unchanged in Q3 2026.
Emerson Electric made up 0.24% of Boit C.F. David's portfolio in Q3 2026, its #59 holding.
Boit C.F. David first reported a position in Emerson Electric in Q2 2021 and has held it in 21 quarters since.
Boit C.F. David's Emerson Electric position peaked at $765K in Q1 2022.
1,804 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Boit C.F. David's 13F filing for Q3 2026, filed 29 Oct 2026.