Essex Financial Services’s Emerson Electric EMR Stock Holding History

Essex Financial Services’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	$1.35M	Buy	10,322 +541	+6%	+$77.8K	0.08%	220
2025 Q4	$1.3M	Sell	9,781 -492	-5%	-$65.3K	0.07%	225
2025 Q3	$1.35M	Buy	10,273 +804	+8%	+$110K	0.08%	214
2025 Q2	$1.26M	Buy	9,469 +83	+0.9%	+$9.52K	0.08%	212
2025 Q1	$1.03M	Sell	9,386 -27	-0.3%	-$3.25K	0.07%	225
2024 Q4	$1.17M	Buy	9,413 +339	+4%	+$41.1K	0.08%	208
2024 Q3	$993K	Sell	9,074 -3,075	-25%	-$331K	0.07%	246
2024 Q2	$1.27M	Buy	12,149 +2,340	+24%	+$259K	0.09%	196
2024 Q1	$1.11M	Sell	9,809 -282	-3%	-$29K	0.1%	191
2023 Q4	$982K	Sell	10,091 -87	-0.9%	-$7.97K	0.1%	195
2023 Q3	$983K	Buy	10,178 +99	+1%	+$9.43K	0.11%	177
2023 Q2	$911K	Sell	10,079 -550	-5%	-$46.3K	0.1%	186
2023 Q1	$926K	Sell	10,629 -12	-0.1%	-$1.05K	0.1%	193
2022 Q4	$1.02M	Buy	10,641 +247	+2%	+$22.2K	0.11%	177
2022 Q3	$761K	Buy	10,394 +6	+0.1%	+$498	0.09%	196
2022 Q2	$826K	Buy	10,388 +7	+0.1%	+$617	0.09%	201
2022 Q1	$1.02M	Sell	10,381 -1,186	-10%	-$112K	0.1%	198
2021 Q4	$1.07M	Buy	11,567 +2	+0%	+$188	0.11%	189
2021 Q3	$1.09M	Buy	11,565 +1,404	+14%	+$140K	0.12%	176
2021 Q2	$917K	Hold	10,161	–	–	0.13%	164
2021 Q1	$917K	Buy	10,161 +798	+9%	+$68.7K	0.16%	140
2020 Q4	$753K	Sell	9,363 -1,600	-15%	-$119K	0.15%	142
2020 Q3	$719K	Buy	10,963 +3,052	+39%	+$201K	0.18%	121
2020 Q2	$491K	Sell	7,911 -1,457	-16%	-$82.8K	0.15%	134
2020 Q1	$446K	Hold	9,368	–	–	0.16%	135
2019 Q4	$714K	Sell	9,368 -109	-1%	-$7.86K	0.2%	118
2019 Q3	$634K	Buy	9,477 +116	+1%	+$7.29K	0.2%	115
2019 Q2	$625K	Sell	9,361 -198	-2%	-$13.3K	0.18%	117
2019 Q1	$655K	Buy	9,559 +1	+0%	+$66	0.2%	108
2018 Q4	$571K	Sell	9,558 -501	-5%	-$33.8K	0.17%	120
2018 Q3	$770K	Buy	10,059 +301	+3%	+$22.2K	0.17%	119
2018 Q2	$675K	Sell	9,758 -498	-5%	-$35K	0.16%	127
2018 Q1	$701K	Buy	10,256 +1	+0%	+$71	0.14%	160
2017 Q4	$715K	Buy	10,255 +2	+0%	+$130	0.17%	121
2017 Q3	$644K	Buy	10,253 +2	+0%	+$121	0.16%	129
2017 Q2	$611K	Sell	10,251 -2,139	-17%	-$127K	0.13%	163
2017 Q1	$742K	Buy	12,390 +2	+0%	+$119	0.17%	132
2016 Q4	$691K	Buy	12,388 +215	+2%	+$11.6K	0.15%	141
2016 Q3	$664K	Sell	12,173 -728	-6%	-$39K	0.16%	138
2016 Q2	$673K	Hold	12,901	–	–	0.16%	136
2016 Q1	$702K	Hold	12,901	–	–	0.17%	131
2015 Q4	$617K	Sell	12,901 -350	-3%	-$16.7K	0.15%	154
2015 Q3	$585K	Sell	13,251 -720	-5%	-$35.4K	0.15%	149
2015 Q2	$774K	Sell	13,971 -2,073	-13%	-$122K	0.2%	127
2015 Q1	$908K	Sell	16,044 -4,237	-21%	-$246K	0.23%	108
2014 Q4	$1.25M	Buy	20,281 +5,198	+34%	+$326K	0.33%	79
2014 Q3	$944K	Sell	15,083 -1,400	-8%	-$90.9K	0.28%	85
2014 Q2	$1.09M	Hold	16,483	–	–	0.33%	76
2014 Q1	$1.1M	Sell	16,483 -780	-5%	-$51.3K	0.36%	68
2013 Q4	$1.21M	Buy	17,263 +6,445	+60%	+$430K	0.41%	61
2013 Q3	$700	Sell	10,818 -3,270	-23%	-$200K	0.22%	97
2013 Q2	$768K	Buy	+14,088	New	+$792K	0.27%	91

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

Essex Financial Services's EMR Position: Q1 2026 in Review

Essex Financial Services increased its Emerson Electric (EMR) stake by 5.5% in Q1 2026, buying an estimated $77.8K and bringing the position to 10,322 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #220.

Essex Financial Services first reported a position in EMR in Q2 2013 and has held it in 52 quarters since. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Essex Financial Services held 10,322 shares of Emerson Electric worth $1.35M as of Q1 2026.
Essex Financial Services bought 541 Emerson Electric shares in Q1 2026, an estimated $77.8K.
Emerson Electric made up 0.08% of Essex Financial Services's portfolio in Q1 2026, its #220 holding.
Essex Financial Services first reported a position in Emerson Electric in Q2 2013 and has held it in 52 quarters since.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.