Fiduciary Family Office’s Emerson Electric EMR Stock Holding History

Fiduciary Family Office’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	$667K	Buy	+5,090	New	+$732K	0.19%	94
2025 Q3	–	Sell	-7,217	Closed	-$962K	–	190
2025 Q2	$962K	Sell	7,217 -83	-1%	-$9.52K	0.32%	67
2025 Q1	$800K	Buy	+7,300	New	+$880K	0.27%	82
2024 Q4	–	Sell	-6,520	Closed	-$713K	–	136
2024 Q3	$713K	Buy	+6,520	New	+$702K	0.24%	90

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

Fiduciary Family Office's EMR Position: Q1 2026 in Review

Fiduciary Family Office opened a new position in Emerson Electric (EMR) in Q1 2026: 5,090 shares worth $667K. The stake represents 0.19% of the portfolio and ranks #94 among its holdings. This is a return to the name: Fiduciary Family Office previously reported a position in EMR as recently as Q2 2025.

Fiduciary Family Office first reported a position in EMR in Q3 2024 and has held it in 4 quarters since. The position peaked at $962K in Q2 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Fiduciary Family Office held 5,090 shares of Emerson Electric worth $667K as of Q1 2026.
Emerson Electric was a new Fiduciary Family Office position in Q1 2026.
Emerson Electric made up 0.19% of Fiduciary Family Office's portfolio in Q1 2026, its #94 holding.
Fiduciary Family Office first reported a position in Emerson Electric in Q3 2024 and has held it in 4 quarters since.
Fiduciary Family Office's Emerson Electric position peaked at $962K in Q2 2025.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.