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Formidable Asset Management’s Emerson Electric EMR Stock Holding History

Formidable Asset 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
Q2 		$723K Hold
5,519
– – 0.12% 178
2026
Q1 		$733K Sell
5,519
-99
-2% -$14.2K 0.11% 174
2025
Q4 		$737K Sell
5,618
-793
-12% -$105K 0.11% 187
2025
Q3 		$855K Sell
6,411
-2,080
-24% -$284K 0.13% 152
2025
Q2 		$931K Hold
8,491
– – 0.16% 127
2025
Q1 		$931K Sell
8,491
-3,236
-28% -$390K 0.16% 128
2024
Q4 		$1.45M Sell
11,727
-1,393
-11% -$169K 0.24% 79
2024
Q3 		$1.43M Sell
13,120
-228
-2% -$24.5K 0.23% 85
2024
Q2 		$1.47M Buy
13,348
+678
+5% +$75K 0.24% 85
2024
Q1 		$1.44M Buy
12,670
+257
+2% +$26.4K 0.23% 90
2023
Q4 		$1.21M Sell
12,413
-79
-0.6% -$7.23K 0.25% 76
2023
Q3 		$1.21M Buy
12,492
+18
+0.1% +$1.71K 0.27% 75
2023
Q2 		$1.13M Sell
12,474
-250
-2% -$21K 0.25% 75
2023
Q1 		$1.11M Buy
12,724
+121
+1% +$10.6K 0.23% 80
2022
Q4 		$1.21M Buy
12,603
+19
+0.2% +$1.71K 0.27% 68
2022
Q3 		$1.06M Buy
12,584
+21
+0.2% +$1.74K 0.25% 77
2022
Q2 		$999K Buy
12,563
+19
+0.2% +$1.68K 0.22% 84
2022
Q1 		$1.23M Buy
12,544
+8
+0.1% +$757 0.24% 83
2021
Q4 		$1.2M Buy
12,536
+19
+0.2% +$1.79K 0.23% 82
2021
Q3 		$1.18M Sell
12,517
-308
-2% -$30.7K 0.22% 87
2021
Q2 		$1.25M Buy
12,825
+17
+0.1% +$1.6K 0.27% 75
2021
Q1 		$1.16M Sell
12,808
-1,304
-9% -$112K 0.25% 95
2020
Q4 		$1.1M Buy
14,112
+20
+0.1% +$1.49K 0.26% 87
2020
Q3 		$924K Sell
14,092
-1,065
-7% -$70.1K 0.27% 82
2020
Q2 		$964K Buy
15,157
+23
+0.2% +$1.31K 0.28% 79
2020
Q1 		$721K Buy
15,134
+4,947
+49% +$326K 0.28% 79
2019
Q4 		$787K Sell
10,187
-324
-3% -$23.3K 0.25% 88
2019
Q3 		$708K Buy
10,511
+190
+2% +$11.9K 0.66% 27
2019
Q2 		$670K Buy
+10,321
New +$691K 0.23% 95
2019
Q1 		– Sell
-11,629
Closed -$695K – 204
2018
Q4 		$695K Hold
11,629
– – 0.37% 59
2018
Q3 		$913K Buy
11,629
+77
+0.7% +$5.68K 0.36% 60
2018
Q2 		$799K Sell
11,552
-789
-6% -$55.4K 0.34% 59
2018
Q1 		$843K Sell
12,341
-339
-3% -$24.1K 0.42% 49
2017
Q4 		$884K Sell
12,680
-1
-0% -$65 0.41% 55
2017
Q3 		$797K Sell
12,681
-48
-0.4% -$2.9K 0.34% 67
2017
Q2 		$759K Sell
12,729
-184
-1% -$10.9K 0.37% 62
2017
Q1 		$757K Sell
12,913
-464
-3% -$27.7K 0.33% 70
2016
Q4 		$746K Sell
13,377
-729
-5% -$39.2K 0.38% 62
2016
Q3 		$769K Buy
14,106
+32
+0.2% +$1.72K 0.38% 61
2016
Q2 		$791K Buy
14,074
+1,806
+15% +$95.9K 0.44% 46
2016
Q1 		$678K Sell
12,268
-58
-0.5% -$2.8K 0.48% 47
2015
Q4 		$572K Sell
12,326
-5,973
-33% -$284K 0.4% 56
2015
Q3 		$808K Buy
18,299
+566
+3% +$27.8K 0.54% 40
2015
Q2 		$983K Hold
17,733
– – 0.63% 38
2015
Q1 		$1.07M Sell
17,733
-100
-0.6% -$5.81K 0.7% 28
2014
Q4 		$1.1M Hold
17,833
– – 0.75% 29
2014
Q3 		$1.15M Buy
17,833
+15,058
+543% +$978K 0.76% 26
2014
Q2 		$184K Sell
2,775
-100
-3% -$6.72K 0.11% 138
2014
Q1 		$196K Buy
2,875
+600
+26% +$39.5K 0.14% 117
2013
Q4 		$148K Hold
2,275
– – 0.1% 138
2013
Q3 		$147K Buy
+2,275
New +$139K 0.13% 117

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

Formidable Asset Management's EMR Position: Q2 2026 in Review

Formidable Asset Management held its Emerson Electric (EMR) position steady in Q2 2026 at 5,519 shares worth $723K. The position accounts for 0.12% of the portfolio, ranked #178.

Formidable Asset Management first reported a position in EMR in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.47M in Q2 2024. 897 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Formidable Asset Management held 5,519 shares of Emerson Electric worth $723K as of Q2 2026.
  • Formidable Asset Management left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.12% of Formidable Asset Management's portfolio in Q2 2026, its #178 holding.
  • Formidable Asset Management first reported a position in Emerson Electric in Q3 2013 and has held it in 51 quarters since.
  • Formidable Asset Management's Emerson Electric position peaked at $1.47M in Q2 2024.
  • 897 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.