Capital Market Strategies’s Emerson Electric EMR Stock Holding History

Capital Market Strategies’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
2025 Q2	–	Sell	-4,128	Closed	-$453K	–	145
2025 Q1	$453K	Sell	4,128 -172	-4%	-$20.7K	0.3%	62
2024 Q4	$533K	Buy	4,300 +224	+5%	+$27.2K	0.31%	66
2024 Q3	$446K	Buy	4,076 +158	+4%	+$17K	0.27%	77
2024 Q2	$432K	Hold	3,918	–	–	0.27%	76
2024 Q1	$444K	Hold	3,918	–	–	0.34%	71
2023 Q4	$381K	Hold	3,918	–	–	0.33%	74
2023 Q3	$372K	Sell	3,918 -103	-3%	-$9.81K	0.37%	69
2023 Q2	$363K	Buy	+4,021	New	+$338K	0.34%	76
2023 Q1	–	Sell	-4,021	Closed	-$386K	–	64
2022 Q4	$386K	Sell	4,021 -163	-4%	-$14.7K	0.42%	65
2022 Q3	$306K	Hold	4,184	–	–	0.34%	84
2022 Q2	$333K	Buy	4,184 +300	+8%	+$26.4K	0.35%	82
2022 Q1	$381K	Hold	3,884	–	–	0.33%	82
2021 Q4	$361K	Buy	+3,884	New	+$366K	0.3%	88

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Market Strategies's EMR Position: Q2 2025 in Review

Capital Market Strategies sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 4,128 shares — an estimated $453K sold.

Capital Market Strategies first reported a position in EMR in Q4 2021 and held it in 13 quarters. The position peaked at $533K in Q4 2024. 2,136 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

Capital Market Strategies reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
Capital Market Strategies sold 4,128 Emerson Electric shares in Q2 2025, an estimated $453K.
Capital Market Strategies first reported a position in Emerson Electric in Q4 2021 and held it in 13 quarters.
Capital Market Strategies's Emerson Electric position peaked at $533K in Q4 2024.
2,136 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.