Carmel Capital Management’s Emerson Electric EMR Stock Holding History

Carmel Capital Management’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	$215K	Buy	+1,500	New	+$211K	0.05%	27
2024 Q2	–	Sell	-2,550	Closed	-$289K	–	28
2024 Q1	$289K	Hold	2,550	–	–	0.12%	28
2023 Q4	$248K	Hold	2,550	–	–	0.12%	29
2023 Q3	$246K	Hold	2,550	–	–	0.14%	30
2023 Q2	$230K	Hold	2,550	–	–	0.12%	31
2023 Q1	$222K	Hold	2,550	–	–	0.13%	33
2022 Q4	$245K	Buy	+2,550	New	+$229K	0.15%	34
2022 Q3	–	Sell	-2,550	Closed	-$203K	–	36
2022 Q2	$203K	Hold	2,550	–	–	0.13%	36
2022 Q1	$250K	Hold	2,550	–	–	0.13%	35
2021 Q4	$237K	Buy	+2,550	New	+$240K	0.12%	36

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

Carmel Capital Management's EMR Position: Q2 2026 in Review

Carmel Capital Management opened a new position in Emerson Electric (EMR) in Q2 2026: 1,500 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #27 among its holdings. This is a return to the name: Carmel Capital Management previously reported a position in EMR as recently as Q1 2024.

Carmel Capital Management first reported a position in EMR in Q4 2021 and has held it in 10 quarters since. The position peaked at $289K in Q1 2024. 2,289 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Carmel Capital Management held 1,500 shares of Emerson Electric worth $215K as of Q2 2026.
Emerson Electric was a new Carmel Capital Management position in Q2 2026.
Emerson Electric made up 0.05% of Carmel Capital Management's portfolio in Q2 2026, its #27 holding.
Carmel Capital Management first reported a position in Emerson Electric in Q4 2021 and has held it in 10 quarters since.
Carmel Capital Management's Emerson Electric position peaked at $289K in Q1 2024.
2,289 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Carmel Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.