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Boltwood Capital Management’s Emerson Electric EMR Stock Holding History

Boltwood Capital 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
Q2 		$423K Buy
2,956
+352
+14% +$49.5K 0.1% 148
2026
Q1 		$341K Buy
2,604
+675
+35% +$97.1K 0.09% 150
2025
Q4 		$256K Buy
+1,929
New +$256K 0.07% 163

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

Boltwood Capital Management's EMR Position: Q2 2026 in Review

Boltwood Capital Management increased its Emerson Electric (EMR) stake by 14% in Q2 2026, buying an estimated $49.5K and bringing the position to 2,956 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #148.

Boltwood Capital Management first reported a position in EMR in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Boltwood Capital Management held 2,956 shares of Emerson Electric worth $423K as of Q2 2026.
  • Boltwood Capital Management bought 352 Emerson Electric shares in Q2 2026, an estimated $49.5K.
  • Emerson Electric made up 0.1% of Boltwood Capital Management's portfolio in Q2 2026, its #148 holding.
  • Boltwood Capital Management first reported a position in Emerson Electric in Q4 2025 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.