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 Q2	$494K	Hold	3,448	–	–	0.3%	62
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Charter Research & Investment Group's EMR Position: Q2 2026 in Review

Charter Research & Investment Group held its Emerson Electric (EMR) position steady in Q2 2026 at 3,448 shares worth $494K. The position accounts for 0.3% of the portfolio, ranked #62.

Charter Research & Investment Group first reported a position in EMR in Q4 2020 and has held it in 22 quarters since. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Charter Research & Investment Group held 3,448 shares of Emerson Electric worth $494K as of Q2 2026.
Charter Research & Investment Group left its Emerson Electric share count unchanged in Q2 2026.
Emerson Electric made up 0.3% of Charter Research & Investment Group's portfolio in Q2 2026, its #62 holding.
Charter Research & Investment Group first reported a position in Emerson Electric in Q4 2020 and has held it in 22 quarters since.
2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.