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Fortem Financial Group’s Emerson Electric EMR Stock Holding History

Fortem Financial 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
Q2 		$1.4M Buy
9,783
+501
+5% +$70.5K 0.29% 78
2026
Q1 		$1.22M Buy
9,282
+608
+7% +$87.4K 0.31% 75
2025
Q4 		$1.15M Sell
8,674
-18,281
-68% -$2.43M 0.31% 77
2025
Q3 		$3.54M Buy
26,955
+494
+2% +$67.4K 1.02% 26
2025
Q2 		$3.53M Buy
26,461
+1,453
+6% +$167K 1.14% 22
2025
Q1 		$2.74M Buy
25,008
+327
+1% +$39.4K 1.07% 25
2024
Q4 		$3.06M Buy
24,681
+458
+2% +$55.5K 1.19% 23
2024
Q3 		$2.65M Buy
24,223
+2,836
+13% +$305K 1.08% 25
2024
Q2 		$2.36M Sell
21,387
-310
-1% -$34.3K 1.01% 25
2024
Q1 		$2.46M Buy
21,697
+1,522
+8% +$156K 1.08% 23
2023
Q4 		$1.96M Sell
20,175
-2,129
-10% -$195K 0.98% 26
2023
Q3 		$2.15M Sell
22,304
-3,764
-14% -$358K 1.26% 18
2023
Q2 		$2.36M Buy
26,068
+1,228
+5% +$103K 1.4% 16
2023
Q1 		$2.16M Buy
24,840
+3,699
+17% +$323K 1.41% 15
2022
Q4 		$2.03M Buy
21,141
+1,437
+7% +$129K 1.19% 23
2022
Q3 		$1.44M Buy
+19,704
New +$1.64M 1% 26

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fortem Financial Group's EMR Position: Q2 2026 in Review

Fortem Financial Group increased its Emerson Electric (EMR) stake by 5.4% in Q2 2026, buying an estimated $70.5K and bringing the position to 9,783 shares worth $1.4M. The position accounts for 0.29% of the portfolio, ranked #78.

Fortem Financial Group first reported a position in EMR in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.54M in Q3 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Fortem Financial Group held 9,783 shares of Emerson Electric worth $1.4M as of Q2 2026.
  • Fortem Financial Group bought 501 Emerson Electric shares in Q2 2026, an estimated $70.5K.
  • Emerson Electric made up 0.29% of Fortem Financial Group's portfolio in Q2 2026, its #78 holding.
  • Fortem Financial Group first reported a position in Emerson Electric in Q3 2022 and has held it in 16 quarters since.
  • Fortem Financial Group's Emerson Electric position peaked at $3.54M in Q3 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.