Gimbal Financial’s Emerson Electric EMR Stock Holding History

Gimbal Financial’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	$293K	Buy	+2,048	New	+$288K	0.18%	41
2025 Q3	$290K	Buy	2,210 +6	+0.3%	+$818	0.17%	40
2025 Q2	$294K	Sell	2,204 -7	-0.3%	-$803	0.18%	34
2025 Q1	$242K	Buy	2,211 +2	+0.1%	+$241	0.22%	36
2024 Q4	$274K	Sell	2,209 -165	-7%	-$20K	0.22%	36
2024 Q3	$257K	Hold	2,374	–	–	0.17%	41
2024 Q2	$271K	Hold	2,374	–	–	0.2%	37
2024 Q1	$269K	Hold	2,374	–	–	0.22%	36
2023 Q4	$231K	Buy	+2,374	New	+$217K	0.23%	38

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gimbal Financial's EMR Position: Q2 2026 in Review

Gimbal Financial opened a new position in Emerson Electric (EMR) in Q2 2026: 2,048 shares worth $293K. The stake represents 0.18% of the portfolio and ranks #41 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in EMR as recently as Q3 2025.

Gimbal Financial first reported a position in EMR in Q4 2023 and has held it in 9 quarters since. The position peaked at $294K in Q2 2025. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Gimbal Financial held 2,048 shares of Emerson Electric worth $293K as of Q2 2026.
Emerson Electric was a new Gimbal Financial position in Q2 2026.
Emerson Electric made up 0.18% of Gimbal Financial's portfolio in Q2 2026, its #41 holding.
Gimbal Financial first reported a position in Emerson Electric in Q4 2023 and has held it in 9 quarters since.
Gimbal Financial's Emerson Electric position peaked at $294K in Q2 2025.
2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.