FIM
EMR icon

Freedom Investment Management’s Emerson Electric EMR Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-3,609
Closed -$481K – 315
2025
Q2 		$481K Sell
3,609
-334
-8% -$38.3K 0.04% 456
2025
Q1 		$432K Buy
3,943
+113
+3% +$13.6K 0.04% 466
2024
Q4 		$475K Buy
+3,830
New +$465K 0.04% 448
2023
Q1 		– Sell
-3,155
Closed -$303K – 723
2022
Q4 		$303K Sell
3,155
-163
-5% -$14.7K 0.03% 582
2022
Q3 		$243K Sell
3,318
-3
-0.1% -$249 0.03% 613
2022
Q2 		$264K Sell
3,321
-1,802
-35% -$159K 0.03% 611
2022
Q1 		$502K Buy
5,123
+2,230
+77% +$211K 0.05% 470
2021
Q4 		$269K Sell
2,893
-360
-11% -$33.9K 0.02% 709
2021
Q3 		$306K Sell
3,253
-126
-4% -$12.6K 0.02% 628
2021
Q2 		$325K Sell
3,379
-167
-5% -$15.7K 0.02% 665
2021
Q1 		$320K Sell
3,546
-92
-3% -$7.92K 0.02% 653
2020
Q4 		$292K Sell
3,638
-1,159
-24% -$86.2K 0.03% 480
2020
Q3 		$315K Sell
4,797
-718
-13% -$47.3K 0.03% 397
2020
Q2 		$342K Buy
+5,515
New +$313K 0.04% 373
2018
Q2 		– Sell
-3,422
Closed -$234K – 997
2018
Q1 		$234K Sell
3,422
-216
-6% -$15.4K 0.01% 972
2017
Q4 		$254K Buy
3,638
+138
+4% +$8.94K 0.01% 949
2017
Q3 		$220K Sell
3,500
-449
-11% -$27.1K 0.01% 978
2017
Q2 		$235K Sell
3,949
-1,047
-21% -$62.1K 0.01% 916
2017
Q1 		$299K Sell
4,996
-668
-12% -$39.9K 0.02% 775
2016
Q4 		$316K Sell
5,664
-1,337
-19% -$71.9K 0.02% 669
2016
Q3 		$382K Sell
7,001
-1,561
-18% -$83.7K 0.02% 534
2016
Q2 		$447K Buy
+8,562
New +$455K 0.03% 451

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freedom Investment Management's EMR Position: Q3 2025 in Review

Freedom Investment Management sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 3,609 shares — an estimated $481K sold.

Freedom Investment Management first reported a position in EMR in Q2 2016 and held it in 22 quarters. The position peaked at $502K in Q1 2022. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Freedom Investment Management reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 3,609 Emerson Electric shares in Q3 2025, an estimated $481K.
  • Freedom Investment Management first reported a position in Emerson Electric in Q2 2016 and held it in 22 quarters.
  • Freedom Investment Management's Emerson Electric position peaked at $502K in Q1 2022.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.