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Forum Financial Management’s Emerson Electric EMR Stock Holding History

Forum Financial 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 		– Sell
-6,253
Closed -$830K – 540
2025
Q4 		$830K Buy
6,253
+31
+0.5% +$4.11K 0.01% 300
2025
Q3 		$816K Buy
6,222
+330
+6% +$45K 0.01% 285
2025
Q2 		$786K Buy
5,892
+442
+8% +$50.7K 0.01% 261
2025
Q1 		$598K Sell
5,450
-282
-5% -$34K 0.01% 312
2024
Q4 		$710K Buy
5,732
+953
+20% +$116K 0.01% 273
2024
Q3 		$523K Buy
4,779
+4
+0.1% +$430 0.01% 316
2024
Q2 		$526K Sell
4,775
-191
-4% -$21.1K 0.01% 292
2024
Q1 		$563K Sell
4,966
-2,005
-29% -$206K 0.01% 293
2023
Q4 		$678K Buy
6,971
+849
+14% +$77.7K 0.01% 222
2023
Q3 		$591K Buy
6,122
+7
+0.1% +$667 0.01% 242
2023
Q2 		$553K Buy
6,115
+24
+0.4% +$2.02K 0.01% 274
2023
Q1 		$531K Sell
6,091
-26
-0.4% -$2.27K 0.02% 250
2022
Q4 		$588K Sell
6,117
-385
-6% -$34.6K 0.02% 219
2022
Q3 		$476K Sell
6,502
-27
-0.4% -$2.24K 0.02% 225
2022
Q2 		$519K Sell
6,529
-546
-8% -$48.1K 0.03% 230
2022
Q1 		$693K Buy
7,075
+2,112
+43% +$200K 0.03% 181
2021
Q4 		$461K Buy
+4,963
New +$467K 0.02% 270

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Forum Financial Management's EMR Position: Q1 2026 in Review

Forum Financial Management sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 6,253 shares — an estimated $830K sold.

Forum Financial Management first reported a position in EMR in Q4 2021 and held it in 17 quarters. The position peaked at $830K in Q4 2025. 2,209 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Forum Financial Management reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,253 Emerson Electric shares in Q1 2026, an estimated $830K.
  • Forum Financial Management first reported a position in Emerson Electric in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Emerson Electric position peaked at $830K in Q4 2025.
  • 2,209 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.