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Capital Analysts LLC’s Emerson Electric EMR Stock Holding History

Capital Analysts LLC’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 		$2.63M Sell
20,107
-18,158
-47% -$2.61M 0.07% 226
2025
Q4 		$5.08M Sell
38,265
-1,190
-3% -$158K 0.14% 127
2025
Q3 		$5.17M Sell
39,455
-1,875
-5% -$256K 0.15% 120
2025
Q2 		$5.51M Sell
41,330
-492
-1% -$56.4K 0.18% 103
2025
Q1 		$4.58M Buy
41,822
+491
+1% +$59.2K 0.17% 112
2024
Q4 		$5.12M Sell
41,331
-657
-2% -$79.7K 0.21% 92
2024
Q3 		$4.59M Buy
41,988
+96
+0.2% +$10.3K 0.19% 101
2024
Q2 		$4.62M Sell
41,892
-269
-0.6% -$29.7K 0.2% 94
2024
Q1 		$4.78M Sell
42,161
-567
-1% -$58.2K 0.22% 86
2023
Q4 		$4.16M Buy
42,728
+1,391
+3% +$127K 0.21% 93
2023
Q3 		$3.99M Buy
41,337
+212
+0.5% +$20.2K 0.22% 88
2023
Q2 		$3.72M Sell
41,125
-54
-0.1% -$4.54K 0.21% 96
2023
Q1 		$3.59M Buy
41,179
+1,083
+3% +$94.6K 0.21% 100
2022
Q4 		$3.85M Buy
40,096
+1,380
+4% +$124K 0.24% 86
2022
Q3 		$2.83M Buy
38,716
+1,674
+5% +$139K 0.2% 102
2022
Q2 		$2.95M Buy
37,042
+790
+2% +$69.6K 0.2% 103
2022
Q1 		$3.55M Buy
36,252
+438
+1% +$41.5K 0.23% 96
2021
Q4 		$3.33M Sell
35,814
-351
-1% -$33K 0.2% 102
2021
Q3 		$3.41M Sell
36,165
-247
-0.7% -$24.6K 0.22% 90
2021
Q2 		$3.5M Buy
36,412
+523
+1% +$49.2K 0.24% 87
2021
Q1 		$3.24M Buy
35,889
+35,823
+54,277% +$3.08M 0.22% 94
2020
Q4 		$5K Hold
66
– – ﹤0.01% 626
2020
Q3 		$4K Hold
66
– – ﹤0.01% 665
2020
Q2 		$4K Sell
66
-297
-82% -$16.9K ﹤0.01% 617
2020
Q1 		$17K Sell
363
-253
-41% -$16.7K ﹤0.01% 464
2019
Q4 		$47K Hold
616
– – ﹤0.01% 400
2019
Q3 		$41K Buy
616
+1
+0.2% +$63 ﹤0.01% 408
2019
Q2 		$41K Buy
615
+297
+93% +$19.9K ﹤0.01% 392
2019
Q1 		$21K Buy
318
+1
+0.3% +$66 ﹤0.01% 429
2018
Q4 		$19K Buy
317
+1
+0.3% +$67 ﹤0.01% 407
2018
Q3 		$24K Hold
316
– – ﹤0.01% 381
2018
Q2 		$22K Buy
316
+250
+379% +$17.6K ﹤0.01% 400
2018
Q1 		$5K Hold
66
– – ﹤0.01% 499
2017
Q4 		$5K Hold
66
– – ﹤0.01% 416
2017
Q3 		$4K Buy
+66
New +$3.98K ﹤0.01% 428
2016
Q4 		– Sell
-2,336
Closed -$127K – 356
2016
Q3 		$127K Hold
2,336
– – 0.02% 193
2016
Q2 		$122K Sell
2,336
-90
-4% -$4.78K 0.02% 192
2016
Q1 		$132K Sell
2,426
-635
-21% -$30.6K 0.03% 193
2015
Q4 		$146K Sell
3,061
-4,331
-59% -$206K 0.03% 186
2015
Q3 		$327K Buy
7,392
+5,306
+254% +$261K 0.06% 164
2015
Q2 		$116K Buy
2,086
+50
+2% +$2.94K 0.02% 200
2015
Q1 		$115K Buy
2,036
+585
+40% +$34K 0.02% 192
2014
Q4 		$89.6K Buy
1,451
+310
+27% +$19.4K 0.02% 202
2014
Q3 		$71.4K Hold
1,141
– – 0.02% 219
2014
Q2 		$75.7K Buy
1,141
+66
+6% +$4.44K 0.02% 202
2014
Q1 		$71.8K Buy
1,075
+350
+48% +$23K 0.02% 201
2013
Q4 		$50.9K Hold
725
– – 0.01% 218
2013
Q3 		$46.9K Hold
725
– – 0.01% 208
2013
Q2 		$39.5K Buy
+725
New +$40.8K 0.01% 203

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Analysts LLC's EMR Position: Q1 2026 in Review

Capital Analysts LLC reduced its Emerson Electric (EMR) stake by 47% in Q1 2026, selling an estimated $2.61M and leaving 20,107 shares worth $2.63M. The position accounts for 0.07% of the portfolio, ranked #226.

Capital Analysts LLC first reported a position in EMR in Q2 2013 and has held it in 49 quarters since. The position peaked at $5.51M in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Capital Analysts LLC held 20,107 shares of Emerson Electric worth $2.63M as of Q1 2026.
  • Capital Analysts LLC sold 18,158 Emerson Electric shares in Q1 2026, an estimated $2.61M.
  • Emerson Electric made up 0.07% of Capital Analysts LLC's portfolio in Q1 2026, its #226 holding.
  • Capital Analysts LLC first reported a position in Emerson Electric in Q2 2013 and has held it in 49 quarters since.
  • Capital Analysts LLC's Emerson Electric position peaked at $5.51M in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.