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 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

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

Boit C.F. David's EMR Position: Q1 2026 in Review

Boit C.F. David held its Emerson Electric (EMR) position steady in Q1 2026 at 3,800 shares worth $498K. The position accounts for 0.22% of the portfolio, ranked #62.

Boit C.F. David first reported a position in EMR in Q2 2021 and has held it in 19 quarters since. The position peaked at $765K in Q1 2022. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Boit C.F. David held 3,800 shares of Emerson Electric worth $498K as of Q1 2026.
Boit C.F. David left its Emerson Electric share count unchanged in Q1 2026.
Emerson Electric made up 0.22% of Boit C.F. David's portfolio in Q1 2026, its #62 holding.
Boit C.F. David first reported a position in Emerson Electric in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's Emerson Electric position peaked at $765K in Q1 2022.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.