Colonial Trust Advisors’s Emerson Electric EMR Stock Holding History

Colonial Trust Advisors’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	$85.7K	Hold	654	–	–	0.01%	284
2025 Q4	$86.8K	Sell	654 -147	-18%	-$19.5K	0.01%	283
2025 Q3	$105K	Sell	801 -22	-3%	-$3K	0.01%	256
2025 Q2	$110K	Hold	823	–	–	0.01%	255
2025 Q1	$90.2K	Sell	823 -54	-6%	-$6.51K	0.01%	271
2024 Q4	$109K	Sell	877 -578	-40%	-$70.1K	0.01%	234
2024 Q3	$159K	Hold	1,455	–	–	0.01%	219
2024 Q2	$160K	Buy	1,455 +551	+61%	+$60.9K	0.02%	201
2024 Q1	$103K	Buy	904 +39	+5%	+$4.01K	0.01%	247
2023 Q4	$84.2K	Hold	865	–	–	0.01%	260
2023 Q3	$83.5K	Buy	865 +2	+0.2%	+$190	0.01%	266
2023 Q2	$78K	Buy	863 +3	+0.3%	+$252	0.01%	282
2023 Q1	$74.9K	Hold	860	–	–	0.01%	287
2022 Q4	$82.6K	Sell	860 -113	-12%	-$10.2K	0.01%	274
2022 Q3	$71K	Buy	+973	New	+$80.8K	0.01%	222

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

Colonial Trust Advisors's EMR Position: Q1 2026 in Review

Colonial Trust Advisors held its Emerson Electric (EMR) position steady in Q1 2026 at 654 shares worth $85.7K. The position accounts for 0.01% of the portfolio, ranked #284.

Colonial Trust Advisors first reported a position in EMR in Q3 2022 and has held it in 15 quarters since. The position peaked at $160K in Q2 2024. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Colonial Trust Advisors held 654 shares of Emerson Electric worth $85.7K as of Q1 2026.
Colonial Trust Advisors left its Emerson Electric share count unchanged in Q1 2026.
Emerson Electric made up 0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #284 holding.
Colonial Trust Advisors first reported a position in Emerson Electric in Q3 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's Emerson Electric position peaked at $160K in Q2 2024.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.