FG
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Fiduciary Group’s Emerson Electric EMR Stock Holding History

Fiduciary Group’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 		$1.12M Sell
8,559
-87
-1% -$12.5K 0.1% 154
2025
Q4 		$1.15M Buy
8,646
+200
+2% +$26.5K 0.1% 148
2025
Q3 		$1.11M Sell
8,446
-482
-5% -$65.7K 0.1% 152
2025
Q2 		$1.19M Sell
8,928
-50
-0.6% -$5.74K 0.11% 145
2025
Q1 		$984K Sell
8,978
-22
-0.2% -$2.65K 0.1% 155
2024
Q4 		$1.12M Buy
9,000
+38
+0.4% +$4.61K 0.11% 141
2024
Q3 		$980K Hold
8,962
– – 0.1% 148
2024
Q2 		$987K Sell
8,962
-50
-0.6% -$5.53K 0.11% 141
2024
Q1 		$1.02M Buy
9,012
+85
+1% +$8.73K 0.11% 134
2023
Q4 		$869K Sell
8,927
-226
-2% -$20.7K 0.1% 137
2023
Q3 		$884K Hold
9,153
– – 0.11% 124
2023
Q2 		$827K Sell
9,153
-230
-2% -$19.4K 0.1% 126
2023
Q1 		$818K Sell
9,383
-47
-0.5% -$4.11K 0.11% 128
2022
Q4 		$906K Buy
9,430
+100
+1% +$8.99K 0.12% 124
2022
Q3 		$877K Buy
9,330
+62
+0.7% +$5.15K 0.11% 123
2022
Q2 		$811K Buy
9,268
+501
+6% +$44.2K 0.1% 129
2022
Q1 		$729K Buy
8,767
+71
+0.8% +$6.72K 0.1% 122
2021
Q4 		$808K Hold
8,696
– – 0.09% 124
2021
Q3 		$844K Sell
8,696
-48
-0.5% -$4.79K 0.1% 120
2021
Q2 		$876K Hold
8,744
– – 0.1% 121
2021
Q1 		$791K Hold
8,744
– – 0.1% 123
2020
Q4 		$745K Sell
8,744
-92
-1% -$6.84K 0.1% 122
2020
Q3 		$579K Sell
8,836
-2,071
-19% -$136K 0.09% 131
2020
Q2 		$677K Buy
10,907
+270
+3% +$15.3K 0.11% 116
2020
Q1 		$507K Buy
10,637
+662
+7% +$43.6K 0.1% 119
2019
Q4 		$761K Hold
9,975
– – 0.12% 105
2019
Q3 		$667K Sell
9,975
-1,302
-12% -$81.8K 0.12% 109
2019
Q2 		$752K Sell
11,277
-631
-5% -$42.3K 0.14% 101
2019
Q1 		$815K Buy
11,908
+825
+7% +$54.3K 0.15% 96
2018
Q4 		$662K Buy
11,083
+730
+7% +$49.2K 0.14% 99
2018
Q3 		$793K Sell
10,353
-181
-2% -$13.4K 0.16% 99
2018
Q2 		$728K Sell
10,534
-200
-2% -$14.1K 0.15% 95
2018
Q1 		$733K Buy
10,734
+16
+0.1% +$1.14K 0.16% 100
2017
Q4 		$747K Sell
10,718
-25
-0.2% -$1.62K 0.16% 101
2017
Q3 		$675K Buy
10,743
+762
+8% +$46K 0.15% 106
2017
Q2 		$595K Hold
9,981
– – 0.14% 113
2017
Q1 		$597K Sell
9,981
-100
-1% -$5.97K 0.14% 116
2016
Q4 		$562K Sell
10,081
-800
-7% -$43K 0.15% 115
2016
Q3 		$593K Hold
10,881
– – 0.16% 115
2016
Q2 		$568K Sell
10,881
-61
-0.6% -$3.24K 0.16% 117
2016
Q1 		$595K Buy
10,942
+510
+5% +$24.6K 0.17% 109
2015
Q4 		$499K Sell
10,432
-4,613
-31% -$220K 0.15% 121
2015
Q3 		$665K Sell
15,045
-580
-4% -$28.5K 0.22% 108
2015
Q2 		$866K Buy
+15,625
New +$918K 0.27% 103

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

Fiduciary Group's EMR Position: Q1 2026 in Review

Fiduciary Group reduced its Emerson Electric (EMR) stake by 1% in Q1 2026, selling an estimated $12.5K and leaving 8,559 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #154.

Fiduciary Group first reported a position in EMR in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.19M in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Fiduciary Group held 8,559 shares of Emerson Electric worth $1.12M as of Q1 2026.
  • Fiduciary Group sold 87 Emerson Electric shares in Q1 2026, an estimated $12.5K.
  • Emerson Electric made up 0.1% of Fiduciary Group's portfolio in Q1 2026, its #154 holding.
  • Fiduciary Group first reported a position in Emerson Electric in Q2 2015 and has held it in 44 quarters since.
  • Fiduciary Group's Emerson Electric position peaked at $1.19M in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.