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Delta Financial Advisors’s Emerson Electric EMR Stock Holding History

Delta Financial 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 		$1.77M Sell
13,543
-94
-0.7% -$13.5K 0.46% 61
2025
Q4 		$1.81M Sell
13,637
-224
-2% -$29.7K 0.47% 59
2025
Q3 		$1.82M Buy
13,861
+20
+0.1% +$2.73K 0.51% 53
2025
Q2 		$1.85M Buy
13,841
+20
+0.1% +$2.29K 0.65% 49
2025
Q1 		$1.52M Buy
13,821
+23
+0.2% +$2.77K 0.57% 55
2024
Q4 		$1.71M Buy
13,798
+20
+0.1% +$2.43K 0.64% 49
2024
Q3 		$1.51M Sell
13,778
-320
-2% -$34.4K 0.55% 58
2024
Q2 		$1.55M Buy
14,098
+25
+0.2% +$2.76K 0.6% 53
2024
Q1 		$1.6M Sell
14,073
-71
-0.5% -$7.29K 0.63% 56
2023
Q4 		$1.38M Sell
14,144
-100
-0.7% -$9.16K 0.6% 58
2023
Q3 		$1.38M Buy
14,244
+26
+0.2% +$2.48K 0.62% 57
2023
Q2 		$1.29M Sell
14,218
-269
-2% -$22.6K 0.57% 60
2023
Q1 		$1.26M Sell
14,487
-14
-0.1% -$1.22K 0.61% 57
2022
Q4 		$1.39M Sell
14,501
-178
-1% -$16K 0.68% 54
2022
Q3 		$1.07M Buy
14,679
+52
+0.4% +$4.32K 0.57% 60
2022
Q2 		$1.16M Buy
14,627
+30
+0.2% +$2.65K 0.58% 60
2022
Q1 		$1.43M Sell
14,597
-154
-1% -$14.6K 0.61% 58
2021
Q4 		$1.37M Sell
14,751
-53
-0.4% -$4.99K 0.56% 62
2021
Q3 		$1.4M Sell
14,804
-116
-0.8% -$11.6K 0.62% 62
2021
Q2 		$1.44M Sell
14,920
-42
-0.3% -$3.95K 0.63% 62
2021
Q1 		$1.35M Buy
14,962
+416
+3% +$35.8K 0.63% 61
2020
Q4 		$1.17M Sell
14,546
-361
-2% -$26.8K 0.59% 63
2020
Q3 		$977K Buy
14,907
+35
+0.2% +$2.31K 0.54% 65
2020
Q2 		$923K Buy
14,872
+36
+0.2% +$2.04K 0.54% 66
2020
Q1 		$707K Sell
14,836
-12,999
-47% -$856K 0.49% 71
2019
Q4 		$2.12M Sell
27,835
-259
-0.9% -$18.7K 0.83% 48
2019
Q3 		$1.88M Sell
28,094
-237
-0.8% -$14.9K 0.76% 56
2019
Q2 		$1.89M Buy
+28,331
New +$1.9M 0.78% 52

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Delta Financial Advisors's EMR Position: Q1 2026 in Review

Delta Financial Advisors reduced its Emerson Electric (EMR) stake by 0.69% in Q1 2026, selling an estimated $13.5K and leaving 13,543 shares worth $1.77M. The position accounts for 0.46% of the portfolio, ranked #61.

Delta Financial Advisors first reported a position in EMR in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.12M in Q4 2019. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Delta Financial Advisors held 13,543 shares of Emerson Electric worth $1.77M as of Q1 2026.
  • Delta Financial Advisors sold 94 Emerson Electric shares in Q1 2026, an estimated $13.5K.
  • Emerson Electric made up 0.46% of Delta Financial Advisors's portfolio in Q1 2026, its #61 holding.
  • Delta Financial Advisors first reported a position in Emerson Electric in Q2 2019 and has held it in 28 quarters since.
  • Delta Financial Advisors's Emerson Electric position peaked at $2.12M in Q4 2019.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.