Callan Family Office’s Emerson Electric EMR Stock Holding History

Callan Family Office’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	$3.15M	Sell	24,021 -1,579	-6%	-$227K	0.07%	263
2025 Q4	$3.4M	Buy	25,600 +10,968	+75%	+$1.46M	0.07%	245
2025 Q3	$1.92M	Sell	14,632 -1,701	-10%	-$232K	0.06%	273
2025 Q2	$2.18M	Buy	16,333 +9,333	+133%	+$1.07M	0.07%	262
2025 Q1	$767K	Sell	7,000 -1,549	-18%	-$187K	0.06%	247
2024 Q4	$1.06M	Buy	8,549 +5,092	+147%	+$618K	0.07%	241
2024 Q3	$378K	Buy	3,457 +666	+24%	+$71.7K	0.06%	122
2024 Q2	$307K	Buy	2,791 +291	+12%	+$32.2K	0.06%	117
2024 Q1	$284K	Sell	2,500 -29	-1%	-$2.98K	0.07%	79
2023 Q4	$246K	Sell	2,529 -187	-7%	-$17.1K	0.06%	89
2023 Q3	$262K	Sell	2,716 -1,339	-33%	-$128K	0.07%	77
2023 Q2	$367K	Sell	4,055 -45	-1%	-$3.79K	0.1%	77
2023 Q1	$357K	Buy	4,100 +45	+1%	+$3.93K	0.09%	120
2022 Q4	$390K	Buy	+4,055	New	+$365K	0.13%	67

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

Callan Family Office's EMR Position: Q1 2026 in Review

Callan Family Office reduced its Emerson Electric (EMR) stake by 6.2% in Q1 2026, selling an estimated $227K and leaving 24,021 shares worth $3.15M. The position accounts for 0.07% of the portfolio, ranked #263.

Callan Family Office first reported a position in EMR in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.4M in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Callan Family Office held 24,021 shares of Emerson Electric worth $3.15M as of Q1 2026.
Callan Family Office sold 1,579 Emerson Electric shares in Q1 2026, an estimated $227K.
Emerson Electric made up 0.07% of Callan Family Office's portfolio in Q1 2026, its #263 holding.
Callan Family Office first reported a position in Emerson Electric in Q4 2022 and has held it in 14 quarters since.
Callan Family Office's Emerson Electric position peaked at $3.4M in Q4 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.