Empire Financial Management Company’s Emerson Electric EMR Stock Holding History

Empire Financial Management Company’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	$1.83M	Buy	13,955 +332	+2%	+$47.7K	0.41%	71
2025 Q4	$1.81M	Buy	13,623 +10	+0.1%	+$1.33K	0.39%	78
2025 Q3	$1.79M	Buy	13,613 +216	+2%	+$29.4K	0.41%	78
2025 Q2	$1.79M	Sell	13,397 -332	-2%	-$38.1K	0.52%	61
2025 Q1	$1.51M	Buy	13,729 +27	+0.2%	+$3.25K	0.47%	72
2024 Q4	$1.7M	Buy	13,702 +237	+2%	+$28.7K	0.53%	62
2024 Q3	$1.47M	Sell	13,465 -77	-0.6%	-$8.29K	0.45%	69
2024 Q2	$1.49M	Buy	13,542 +2,447	+22%	+$271K	0.49%	66
2024 Q1	$1.26M	Buy	11,095 +543	+5%	+$55.8K	0.42%	72
2023 Q4	$1.03M	Buy	10,552 +315	+3%	+$28.8K	0.4%	67
2023 Q3	$989K	Sell	10,237 -121	-1%	-$11.5K	0.43%	69
2023 Q2	$936K	Buy	10,358 +103	+1%	+$8.67K	0.37%	74
2023 Q1	$894K	Buy	+10,255	New	+$896K	0.36%	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

Empire Financial Management Company's EMR Position: Q1 2026 in Review

Empire Financial Management Company increased its Emerson Electric (EMR) stake by 2.4% in Q1 2026, buying an estimated $47.7K and bringing the position to 13,955 shares worth $1.83M. The position accounts for 0.41% of the portfolio, ranked #71.

Empire Financial Management Company first reported a position in EMR in Q1 2023 and has held it in 13 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Empire Financial Management Company held 13,955 shares of Emerson Electric worth $1.83M as of Q1 2026.
Empire Financial Management Company bought 332 Emerson Electric shares in Q1 2026, an estimated $47.7K.
Emerson Electric made up 0.41% of Empire Financial Management Company's portfolio in Q1 2026, its #71 holding.
Empire Financial Management Company first reported a position in Emerson Electric in Q1 2023 and has held it in 13 quarters since.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.