EF
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Empirical Finance’s Emerson Electric EMR Stock Holding History

Empirical Finance’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 		$2.54M Sell
19,404
-38
-0.2% -$5.46K 0.12% 158
2025
Q4 		$2.58M Sell
19,442
-859
-4% -$114K 0.12% 143
2025
Q3 		$2.66M Buy
20,301
+182
+0.9% +$24.8K 0.13% 147
2025
Q2 		$2.68M Buy
20,119
+124
+0.6% +$14.2K 0.14% 141
2025
Q1 		$2.19M Buy
19,995
+345
+2% +$41.6K 0.13% 148
2024
Q4 		$2.44M Sell
19,650
-258
-1% -$31.3K 0.14% 126
2024
Q3 		$2.18M Buy
19,908
+415
+2% +$44.7K 0.13% 151
2024
Q2 		$2.15M Sell
19,493
-1,521
-7% -$168K 0.13% 140
2024
Q1 		$2.38M Buy
21,014
+692
+3% +$71.1K 0.15% 137
2023
Q4 		$1.98M Buy
20,322
+53
+0.3% +$4.85K 0.14% 146
2023
Q3 		$1.96M Buy
20,269
+1,749
+9% +$167K 0.14% 132
2023
Q2 		$1.67M Buy
18,520
+1,920
+12% +$162K 0.13% 143
2023
Q1 		$1.45M Buy
16,600
+800
+5% +$69.9K 0.14% 142
2022
Q4 		$1.52M Buy
15,800
+1,197
+8% +$108K 0.16% 136
2022
Q3 		$1.07M Buy
14,603
+2,411
+20% +$200K 0.13% 157
2022
Q2 		$970K Buy
12,192
+647
+6% +$57K 0.12% 155
2022
Q1 		$1.13M Buy
11,545
+1,224
+12% +$116K 0.13% 147
2021
Q4 		$960K Buy
10,321
+2,728
+36% +$257K 0.11% 161
2021
Q3 		$715K Buy
7,593
+429
+6% +$42.8K 0.11% 191
2021
Q2 		$689K Buy
7,164
+1,032
+17% +$97K 0.11% 209
2021
Q1 		$493K Hold
6,132
– – 0.09% 199
2020
Q4 		$493K Buy
6,132
+1,065
+21% +$79.2K 0.09% 199
2020
Q3 		$332K Buy
5,067
+994
+24% +$65.5K 0.07% 215
2020
Q2 		$253K Buy
+4,073
New +$231K 0.06% 218
2017
Q1 		– Sell
-310
Closed -$18K – 238
2016
Q4 		$18K Buy
+310
New +$16.7K 0.01% 213

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

Empirical Finance's EMR Position: Q1 2026 in Review

Empirical Finance reduced its Emerson Electric (EMR) stake by 0.2% in Q1 2026, selling an estimated $5.46K and leaving 19,404 shares worth $2.54M. The position accounts for 0.12% of the portfolio, ranked #158.

Empirical Finance first reported a position in EMR in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.68M in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Empirical Finance held 19,404 shares of Emerson Electric worth $2.54M as of Q1 2026.
  • Empirical Finance sold 38 Emerson Electric shares in Q1 2026, an estimated $5.46K.
  • Emerson Electric made up 0.12% of Empirical Finance's portfolio in Q1 2026, its #158 holding.
  • Empirical Finance first reported a position in Emerson Electric in Q4 2016 and has held it in 25 quarters since.
  • Empirical Finance's Emerson Electric position peaked at $2.68M in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.