Capital World Investors’s Emerson Electric EMR Stock Holding History

Capital World Investors’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 Q3	–	Sell	-1,532,420	Closed	-$204M	–	585
2025 Q2	$204M	Hold	1,532,420	–	–	0.03%	277
2025 Q1	$168M	Sell	1,532,420 -493,380	-24%	-$59.5M	0.03%	285
2024 Q4	$251M	Hold	2,025,800	–	–	0.04%	256
2024 Q3	$222M	Hold	2,025,800	–	–	0.03%	266
2024 Q2	$223M	Hold	2,025,800	–	–	0.04%	264
2024 Q1	$230M	Hold	2,025,800	–	–	0.04%	273
2023 Q4	$197M	Hold	2,025,800	–	–	0.04%	276
2023 Q3	$196M	Hold	2,025,800	–	–	0.04%	273
2023 Q2	$183M	Hold	2,025,800	–	–	0.04%	276
2023 Q1	$177M	Sell	2,025,800 -5,616,289	-73%	-$491M	0.04%	286
2022 Q4	$734M	Sell	7,642,089 -1,103,493	-13%	-$99.2M	0.16%	144
2022 Q3	$640M	Buy	8,745,582 +402,253	+5%	+$33.4M	0.14%	152
2022 Q2	$664M	Sell	8,343,329 -975,818	-10%	-$86M	0.14%	156
2022 Q1	$914M	Sell	9,319,147 -1,652,078	-15%	-$156M	0.16%	154
2021 Q4	$1.02B	Sell	10,971,225 -13,733,045	-56%	-$1.29B	0.16%	139
2021 Q3	$2.33B	Buy	24,704,270 +57,233	+0.2%	+$5.71M	0.4%	62
2021 Q2	$2.37B	Buy	24,647,037 +4,511,825	+22%	+$424M	0.4%	60
2021 Q1	$1.82B	Buy	20,135,212 +1,079,717	+6%	+$92.9M	0.34%	77
2020 Q4	$1.53B	Buy	19,055,495 +7,735,366	+68%	+$575M	0.3%	82
2020 Q3	$742M	Buy	11,320,129 +249,947	+2%	+$16.5M	0.16%	133
2020 Q2	$687M	Sell	11,070,182 -3,035,390	-22%	-$172M	0.17%	134
2020 Q1	$672M	Sell	14,105,572 -599,763	-4%	-$39.5M	0.2%	123
2019 Q4	$1.12B	Buy	14,705,335 +102,776	+0.7%	+$7.41M	0.25%	100
2019 Q3	$976M	Buy	14,602,559 +150,040	+1%	+$9.43M	0.24%	108
2019 Q2	$964M	Buy	14,452,519 +202,386	+1%	+$13.6M	0.23%	116
2019 Q1	$976M	Sell	14,250,133 -9	-0%	-$592	0.24%	108
2018 Q4	$851M	Sell	14,250,142 -1,000,000	-7%	-$67.4M	0.23%	114
2018 Q3	$1.17B	Buy	15,250,142 +1,000,000	+7%	+$73.8M	0.28%	98
2018 Q2	$985M	Buy	14,250,142 +142	+0%	+$9.98K	0.21%	119
2018 Q1	$973M	Buy	14,250,000 +2,800,000	+24%	+$199M	0.22%	115
2017 Q4	$798M	Hold	11,450,000	–	–	0.17%	129
2017 Q3	$720M	Hold	11,450,000	–	–	0.16%	126
2017 Q2	$683M	Buy	11,450,000 +500,000	+5%	+$29.6M	0.16%	129
2017 Q1	$655M	Sell	10,950,000 -1,950,000	-15%	-$116M	0.16%	130
2016 Q4	$719M	Hold	12,900,000	–	–	0.18%	122
2016 Q3	$703M	Buy	12,900,000 +3,400,000	+36%	+$182M	0.18%	123
2016 Q2	$496M	Buy	9,500,000 +3,500,000	+58%	+$186M	0.13%	146
2016 Q1	$326M	Buy	+6,000,000	New	+$289M	0.09%	184
2014 Q4	–	Sell	-1,500,000	Closed	-$93.9M	–	540
2014 Q3	$93.9M	Sell	1,500,000 -892,727	-37%	-$58M	0.03%	314
2014 Q2	$159M	Sell	2,392,727 -2,067,273	-46%	-$139M	0.04%	261
2014 Q1	$298M	Sell	4,460,000 -1,555,000	-26%	-$102M	0.08%	202
2013 Q4	$422M	Hold	6,015,000	–	–	0.12%	170
2013 Q3	$389M	Hold	6,015,000	–	–	0.12%	177
2013 Q2	$328M	Buy	+6,015,000	New	+$338M	0.11%	187

Other funds holding EMR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors's EMR Position: Q3 2025 in Review

Capital World Investors sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 1,532,420 shares — an estimated $204M sold.

Capital World Investors first reported a position in EMR in Q2 2013 and held it in 44 quarters. The position peaked at $2.37B in Q2 2021. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

Capital World Investors reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
Capital World Investors sold 1,532,420 Emerson Electric shares in Q3 2025, an estimated $204M.
Capital World Investors first reported a position in Emerson Electric in Q2 2013 and held it in 44 quarters.
Capital World Investors's Emerson Electric position peaked at $2.37B in Q2 2021.
2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Capital World Investors's 13F filing for Q3 2025, filed 13 Nov 2025.