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Clifford Swan Investment Counsel’s Emerson Electric EMR Stock Holding History

Clifford Swan Investment Counsel’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 		$32.3M Sell
246,310
-5,238
-2% -$753K 1.1% 24
2025
Q4 		$33.4M Sell
251,548
-4,868
-2% -$646K 1.11% 24
2025
Q3 		$33.6M Sell
256,416
-4,381
-2% -$597K 1.12% 25
2025
Q2 		$34.8M Buy
260,797
+709
+0.3% +$81.3K 1.23% 19
2025
Q1 		$28.5M Sell
260,088
-2,428
-0.9% -$293K 1.05% 26
2024
Q4 		$32.5M Sell
262,516
-5,770
-2% -$700K 1.17% 20
2024
Q3 		$29.3M Sell
268,286
-28,626
-10% -$3.08M 1.04% 26
2024
Q2 		$32.7M Sell
296,912
-6,553
-2% -$725K 1.22% 19
2024
Q1 		$34.4M Sell
303,465
-9,872
-3% -$1.01M 1.28% 17
2023
Q4 		$30.5M Sell
313,337
-1,592
-0.5% -$146K 1.19% 17
2023
Q3 		$30.4M Sell
314,929
-3,146
-1% -$300K 1.28% 15
2023
Q2 		$28.8M Sell
318,075
-2,466
-0.8% -$208K 1.16% 16
2023
Q1 		$27.9M Sell
320,541
-3,286
-1% -$287K 1.17% 18
2022
Q4 		$31.1M Sell
323,827
-559
-0.2% -$50.3K 1.35% 14
2022
Q3 		$23.8M Sell
324,386
-2,443
-0.7% -$203K 1.12% 18
2022
Q2 		$26M Sell
326,829
-228
-0.1% -$20.1K 1.13% 21
2022
Q1 		$32.1M Sell
327,057
-6,142
-2% -$582K 1.19% 16
2021
Q4 		$31M Sell
333,199
-526
-0.2% -$49.5K 1.08% 27
2021
Q3 		$32.7M Sell
333,725
-14,963
-4% -$1.49M 1.2% 20
2021
Q2 		$34.9M Sell
348,688
-16,138
-4% -$1.52M 1.33% 16
2021
Q1 		$32.9M Sell
364,826
-3,466
-0.9% -$298K 1.35% 17
2020
Q4 		$29.6M Sell
368,292
-4,804
-1% -$357K 1.29% 18
2020
Q3 		$24.5M Sell
373,096
-2,950
-0.8% -$194K 1.17% 23
2020
Q2 		$23.3M Sell
376,046
-2,725
-0.7% -$155K 1.2% 23
2020
Q1 		$18M Sell
378,771
-14,645
-4% -$964K 1.1% 27
2019
Q4 		$30M Buy
393,416
+1,974
+0.5% +$142K 1.45% 16
2019
Q3 		$26.2M Buy
391,442
+18,520
+5% +$1.16M 1.36% 21
2019
Q2 		$24.9M Buy
372,922
+28,260
+8% +$1.89M 1.31% 21
2019
Q1 		$23.6M Buy
344,662
+4,608
+1% +$303K 1.27% 22
2018
Q4 		$20.3M Buy
340,054
+23,672
+7% +$1.6M 1.23% 25
2018
Q3 		$24.2M Sell
316,382
-10,544
-3% -$778K 1.26% 21
2018
Q2 		$22.6M Sell
326,926
-2,559
-0.8% -$180K 1.26% 21
2018
Q1 		$22.5M Sell
329,485
-2,118
-0.6% -$151K 1.27% 20
2017
Q4 		$23.1M Sell
331,603
-6,836
-2% -$443K 1.26% 21
2017
Q3 		$21.3M Sell
338,439
-1,100
-0.3% -$66.3K 1.29% 21
2017
Q2 		$20.2M Sell
339,539
-2,903
-0.8% -$172K 1.26% 20
2017
Q1 		$20.5M Sell
342,442
-11,881
-3% -$709K 1.31% 19
2016
Q4 		$19.8M Sell
354,323
-8,259
-2% -$444K 1.32% 21
2016
Q3 		$19.8M Sell
362,582
-2,615
-0.7% -$140K 1.34% 20
2016
Q2 		$19M Sell
365,197
-9,684
-3% -$514K 1.32% 21
2016
Q1 		$20.4M Sell
374,881
-11,959
-3% -$577K 1.38% 21
2015
Q4 		$18.5M Buy
386,840
+11,872
+3% +$565K 1.27% 21
2015
Q3 		$16.6M Buy
374,968
+17,082
+5% +$840K 1.18% 25
2015
Q2 		$19.8M Sell
357,886
-1,461
-0.4% -$85.8K 1.33% 22
2015
Q1 		$20.3M Buy
359,347
+42,427
+13% +$2.47M 1.34% 23
2014
Q4 		$19.6M Buy
316,920
+2,682
+0.9% +$168K 1.29% 24
2014
Q3 		$19.7M Buy
314,238
+2,551
+0.8% +$166K 1.34% 25
2014
Q2 		$20.7M Buy
311,687
+10,797
+4% +$726K 1.39% 22
2014
Q1 		$20.1M Buy
300,890
+5,081
+2% +$334K 1.41% 22
2013
Q4 		$20.8M Sell
295,809
-2,385
-0.8% -$159K 1.5% 20
2013
Q3 		$19.3M Sell
298,194
-2,942
-1% -$180K 1.54% 21
2013
Q2 		$16.4M Buy
+301,136
New +$16.9M 1.37% 24

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clifford Swan Investment Counsel's EMR Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its Emerson Electric (EMR) stake by 2.1% in Q1 2026, selling an estimated $753K and leaving 246,310 shares worth $32.3M. The position accounts for 1.1% of the portfolio, ranked #24.

Clifford Swan Investment Counsel first reported a position in EMR in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.9M in Q2 2021. 2,202 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Clifford Swan Investment Counsel held 246,310 shares of Emerson Electric worth $32.3M as of Q1 2026.
  • Clifford Swan Investment Counsel sold 5,238 Emerson Electric shares in Q1 2026, an estimated $753K.
  • Emerson Electric made up 1.1% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #24 holding.
  • Clifford Swan Investment Counsel first reported a position in Emerson Electric in Q2 2013 and has held it in 52 quarters since.
  • Clifford Swan Investment Counsel's Emerson Electric position peaked at $34.9M in Q2 2021.
  • 2,202 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.