Bruce G. Allen Investments’s Emerson Electric EMR Stock Holding History

Bruce G. Allen Investments’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	$56.3K	Hold	430	–	–	0.04%	240
2025 Q4	$57.1K	Hold	430	–	–	0.04%	236
2025 Q3	$56.4K	Sell	430 -6	-1%	-$818	0.04%	244
2025 Q2	$58.1K	Buy	436 +20	+5%	+$2.29K	0.04%	237
2025 Q1	$45.6K	Sell	416 -33	-7%	-$3.98K	0.04%	267
2024 Q4	$55.6K	Sell	449 -2	-0.4%	-$243	0.05%	234
2024 Q3	$49.3K	Hold	451	–	–	0.04%	267
2024 Q2	$49.7K	Sell	451 -12	-3%	-$1.33K	0.04%	237
2024 Q1	$52.5K	Sell	463 -11	-2%	-$1.13K	0.04%	232
2023 Q4	$46.1K	Buy	+474	New	+$43.4K	0.04%	244

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

Bruce G. Allen Investments's EMR Position: Q1 2026 in Review

Bruce G. Allen Investments held its Emerson Electric (EMR) position steady in Q1 2026 at 430 shares worth $56.3K. The position accounts for 0.04% of the portfolio, ranked #240.

Bruce G. Allen Investments first reported a position in EMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $58.1K in Q2 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Bruce G. Allen Investments held 430 shares of Emerson Electric worth $56.3K as of Q1 2026.
Bruce G. Allen Investments left its Emerson Electric share count unchanged in Q1 2026.
Emerson Electric made up 0.04% of Bruce G. Allen Investments's portfolio in Q1 2026, its #240 holding.
Bruce G. Allen Investments first reported a position in Emerson Electric in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Emerson Electric position peaked at $58.1K in Q2 2025.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.