Brendel Financial Advisors’s Emerson Electric EMR Stock Holding History

Brendel Financial Advisors’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	$220K	Sell	1,534 -350	-19%	-$49.3K	0.1%	98
2026 Q1	$247K	Hold	1,884	–	–	0.12%	84
2025 Q4	$250K	Buy	1,884 +350	+23%	+$46.4K	0.12%	89
2025 Q3	$201K	Hold	1,534	–	–	0.1%	101
2025 Q2	$205K	Buy	+1,534	New	+$176K	0.11%	98
2022 Q3	–	Sell	-3,592	Closed	-$286K	–	64
2022 Q2	$286K	Sell	3,592 -13	-0.4%	-$1.15K	0.25%	74
2022 Q1	$353K	Sell	3,605 -16,134	-82%	-$1.53M	0.19%	83
2021 Q4	$1.83M	Buy	+19,739	New	+$1.86M	0.95%	38
2021 Q3	–	Sell	-3,578	Closed	-$344K	–	134
2021 Q2	$344K	Sell	3,578 -7,450	-68%	-$700K	0.19%	84
2021 Q1	$995K	Hold	11,028	–	–	0.67%	40
2020 Q4	$886K	Hold	11,028	–	–	0.6%	40
2020 Q3	$723K	Hold	11,028	–	–	0.58%	46
2020 Q2	$684K	Hold	11,028	–	–	0.59%	50
2020 Q1	$525K	Hold	11,028	–	–	0.62%	44
2019 Q4	$841K	Hold	11,028	–	–	0.72%	45
2019 Q3	$737K	Hold	11,028	–	–	0.66%	45
2019 Q2	$736K	Hold	11,028	–	–	0.71%	41
2019 Q1	$755K	Hold	11,028	–	–	0.68%	43
2018 Q4	$659K	Buy	+11,028	New	+$744K	0.76%	45

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Brendel Financial Advisors's EMR Position: Q2 2026 in Review

Brendel Financial Advisors reduced its Emerson Electric (EMR) stake by 19% in Q2 2026, selling an estimated $49.3K and leaving 1,534 shares worth $220K. The position accounts for 0.1% of the portfolio, ranked #98.

Brendel Financial Advisors first reported a position in EMR in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.83M in Q4 2021. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Brendel Financial Advisors held 1,534 shares of Emerson Electric worth $220K as of Q2 2026.
Brendel Financial Advisors sold 350 Emerson Electric shares in Q2 2026, an estimated $49.3K.
Emerson Electric made up 0.1% of Brendel Financial Advisors's portfolio in Q2 2026, its #98 holding.
Brendel Financial Advisors first reported a position in Emerson Electric in Q4 2018 and has held it in 19 quarters since.
Brendel Financial Advisors's Emerson Electric position peaked at $1.83M in Q4 2021.
2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.