CBIZ Investment Advisory Services’s Emerson Electric EMR Stock Holding History

CBIZ Investment Advisory Services’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	$6.68K	Sell	51 -234	-82%	-$33.6K	﹤0.01%	193
2025 Q4	$37.8K	Buy	285 +7	+3%	+$929	﹤0.01%	174
2025 Q3	$36.5K	Buy	278 +31	+13%	+$4.23K	﹤0.01%	164
2025 Q2	$33K	Buy	247 +18	+8%	+$2.06K	﹤0.01%	176
2025 Q1	$25.1K	Buy	229 +68	+42%	+$8.2K	﹤0.01%	196
2024 Q4	$20K	Sell	161 -112	-41%	-$13.6K	﹤0.01%	214
2024 Q3	$29.9K	Buy	273 +112	+70%	+$12.1K	﹤0.01%	140
2024 Q2	$17.7K	Hold	161	–	–	﹤0.01%	184
2024 Q1	$18.2K	Buy	+161	New	+$16.5K	﹤0.01%	195

Other funds holding EMR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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 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

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

CBIZ Investment Advisory Services's EMR Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Emerson Electric (EMR) stake by 82% in Q1 2026, selling an estimated $33.6K and leaving 51 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

CBIZ Investment Advisory Services first reported a position in EMR in Q1 2024 and has held it in 9 quarters since. The position peaked at $37.8K in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

CBIZ Investment Advisory Services held 51 shares of Emerson Electric worth $6.68K as of Q1 2026.
CBIZ Investment Advisory Services sold 234 Emerson Electric shares in Q1 2026, an estimated $33.6K.
Emerson Electric made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #193 holding.
CBIZ Investment Advisory Services first reported a position in Emerson Electric in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Emerson Electric position peaked at $37.8K in Q4 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.