Evelyn Partners Investment Management Services’s Emerson Electric EMR Stock Holding History

Evelyn Partners Investment Management 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	$19.5K	Buy	+149	New	+$21.4K	﹤0.01%	227
2025 Q4	–	Sell	-1,105	Closed	-$145K	–	271
2025 Q3	$145K	Buy	+1,105	New	+$151K	0.02%	137

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

Evelyn Partners Investment Management Services's EMR Position: Q1 2026 in Review

Evelyn Partners Investment Management Services opened a new position in Emerson Electric (EMR) in Q1 2026: 149 shares worth $19.5K. The stake represents ﹤0.01% of the portfolio and ranks #227 among its holdings. This is a return to the name: Evelyn Partners Investment Management Services previously reported a position in EMR as recently as Q3 2025.

Evelyn Partners Investment Management Services first reported a position in EMR in Q3 2025 and has held it in 2 quarters since. The position peaked at $145K in Q3 2025. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Evelyn Partners Investment Management Services held 149 shares of Emerson Electric worth $19.5K as of Q1 2026.
Emerson Electric was a new Evelyn Partners Investment Management Services position in Q1 2026.
Emerson Electric made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #227 holding.
Evelyn Partners Investment Management Services first reported a position in Emerson Electric in Q3 2025 and has held it in 2 quarters since.
Evelyn Partners Investment Management Services's Emerson Electric position peaked at $145K in Q3 2025.
2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.