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Burkett Financial Services’s Emerson Electric EMR Stock Holding History

Burkett Financial Services’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 		$56.7K Buy
365
+1
+0.3% +$150 0.02% 134
2026
Q2 		$52.1K Buy
364
+2
+0.6% +$282 0.02% 95
2026
Q1 		$47.5K Buy
362
+1
+0.3% +$144 0.02% 103
2025
Q4 		$48K Buy
361
+1
+0.3% +$133 0.02% 101
2025
Q3 		$47.2K Buy
360
+1
+0.3% +$136 0.02% 96
2025
Q2 		$47.8K Buy
359
+2
+0.6% +$229 0.02% 95
2025
Q1 		$39.2K Buy
357
+2
+0.6% +$241 0.02% 105
2024
Q4 		$44.1K Buy
355
+1
+0.3% +$121 0.02% 92
2024
Q3 		$38.7K Buy
354
+20
+6% +$2.15K 0.02% 93
2024
Q2 		$36.8K Buy
334
+1
+0.3% +$111 0.02% 91
2024
Q1 		$37.7K Buy
333
+2
+0.6% +$205 0.02% 94
2023
Q4 		$32.2K Buy
+331
New +$30.3K 0.02% 99

Other funds holding EMR

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Burkett Financial Services's EMR Position: Q3 2026 in Review

Burkett Financial Services increased its Emerson Electric (EMR) stake by 0.27% in Q3 2026, buying an estimated $150 and bringing the position to 365 shares worth $56.7K. The position accounts for 0.02% of the portfolio, ranked #134.

Burkett Financial Services first reported a position in EMR in Q4 2023 and has held it in 12 quarters since. 121 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Burkett Financial Services held 365 shares of Emerson Electric worth $56.7K as of Q3 2026.
  • Burkett Financial Services bought 1 Emerson Electric share in Q3 2026, an estimated $150.
  • Emerson Electric made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #134 holding.
  • Burkett Financial Services first reported a position in Emerson Electric in Q4 2023 and has held it in 12 quarters since.
  • 121 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.