Calton & Associates’s Emerson Electric EMR Stock Holding History

Calton & Associates’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	$358K	Sell	2,501 -377	-13%	-$53.1K	0.05%	273
2026 Q1	$377K	Buy	+2,878	New	+$414K	0.05%	281
2025 Q4	–	Sell	-3,053	Closed	-$401K	–	456
2025 Q3	$401K	Buy	3,053 +28	+0.9%	+$3.82K	0.06%	273
2025 Q2	$403K	Buy	+3,025	New	+$347K	0.07%	237
2021 Q3	–	Sell	-2,678	Closed	-$258K	–	411
2021 Q2	$258K	Buy	2,678 +6	+0.2%	+$564	0.05%	321
2021 Q1	$241K	Sell	2,672 -50	-2%	-$4.3K	0.05%	333
2020 Q4	$219K	Buy	+2,722	New	+$202K	0.04%	346
2018 Q1	–	Sell	-2,329	Closed	-$169K	–	597
2017 Q4	$169K	Buy	+2,329	New	+$151K	0.04%	380

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

Calton & Associates's EMR Position: Q2 2026 in Review

Calton & Associates reduced its Emerson Electric (EMR) stake by 13% in Q2 2026, selling an estimated $53.1K and leaving 2,501 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #273.

Calton & Associates first reported a position in EMR in Q4 2017 and has held it in 8 quarters since. The position peaked at $403K in Q2 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Calton & Associates held 2,501 shares of Emerson Electric worth $358K as of Q2 2026.
Calton & Associates sold 377 Emerson Electric shares in Q2 2026, an estimated $53.1K.
Emerson Electric made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #273 holding.
Calton & Associates first reported a position in Emerson Electric in Q4 2017 and has held it in 8 quarters since.
Calton & Associates's Emerson Electric position peaked at $403K in Q2 2025.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.