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

Evelyn Partners Investment Management’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 		$210K Hold
1,600
– – 0.01% 202
2025
Q4 		$212K Sell
1,600
-348
-18% -$46.2K 0.01% 202
2025
Q3 		$256K Hold
1,948
– – 0.01% 188
2025
Q2 		$260K Hold
1,948
– – 0.01% 183
2025
Q1 		$214K Sell
1,948
-550
-22% -$66.3K 0.01% 189
2024
Q4 		$310K Buy
+2,498
New +$303K 0.01% 174

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

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

Evelyn Partners Investment Management held its Emerson Electric (EMR) position steady in Q1 2026 at 1,600 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #202.

Evelyn Partners Investment Management first reported a position in EMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $310K in Q4 2024. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Evelyn Partners Investment Management held 1,600 shares of Emerson Electric worth $210K as of Q1 2026.
  • Evelyn Partners Investment Management left its Emerson Electric share count unchanged in Q1 2026.
  • Emerson Electric made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #202 holding.
  • Evelyn Partners Investment Management first reported a position in Emerson Electric in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Emerson Electric position peaked at $310K in Q4 2024.
  • 2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

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