Charter Research & Investment Group’s Emerson Electric EMR Stock Holding History

Charter Research & Investment Group’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	$452K	Hold	3,448	–	–	0.3%	60
2025 Q4	$458K	Hold	3,448	–	–	0.31%	60
2025 Q3	$452K	Hold	3,448	–	–	0.31%	61
2025 Q2	$460K	Hold	3,448	–	–	0.34%	60
2025 Q1	$378K	Hold	3,448	–	–	0.29%	63
2024 Q4	$427K	Hold	3,448	–	–	0.33%	61
2024 Q3	$377K	Hold	3,448	–	–	0.28%	67
2024 Q2	$380K	Hold	3,448	–	–	0.3%	66
2024 Q1	$391K	Hold	3,448	–	–	0.31%	65
2023 Q4	$336K	Hold	3,448	–	–	0.28%	66
2023 Q3	$333K	Hold	3,448	–	–	0.3%	64
2023 Q2	$312K	Hold	3,448	–	–	0.26%	65
2023 Q1	$300K	Buy	3,448 +1,100	+47%	+$96.1K	0.26%	64
2022 Q4	$226K	Buy	+2,348	New	+$211K	0.22%	71
2022 Q3	–	Sell	-2,548	Closed	-$203K	–	74
2022 Q2	$203K	Hold	2,548	–	–	0.18%	75
2022 Q1	$250K	Hold	2,548	–	–	0.2%	76
2021 Q4	$237K	Hold	2,548	–	–	0.19%	78
2021 Q3	$240K	Hold	2,548	–	–	0.2%	75
2021 Q2	$245K	Hold	2,548	–	–	0.2%	73
2021 Q1	$230K	Hold	2,548	–	–	0.2%	73
2020 Q4	$205K	Buy	+2,548	New	+$189K	0.2%	77

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

Charter Research & Investment Group's EMR Position: Q1 2026 in Review

Charter Research & Investment Group held its Emerson Electric (EMR) position steady in Q1 2026 at 3,448 shares worth $452K. The position accounts for 0.3% of the portfolio, ranked #60.

Charter Research & Investment Group first reported a position in EMR in Q4 2020 and has held it in 21 quarters since. The position peaked at $460K in Q2 2025. 2,198 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Charter Research & Investment Group held 3,448 shares of Emerson Electric worth $452K as of Q1 2026.
Charter Research & Investment Group left its Emerson Electric share count unchanged in Q1 2026.
Emerson Electric made up 0.3% of Charter Research & Investment Group's portfolio in Q1 2026, its #60 holding.
Charter Research & Investment Group first reported a position in Emerson Electric in Q4 2020 and has held it in 21 quarters since.
Charter Research & Investment Group's Emerson Electric position peaked at $460K in Q2 2025.
2,198 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.