Gimbal Financial
EMR icon

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
Q3 		$318K Hold
2,048
– – 0.18% 40
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Gimbal Financial's EMR Position: Q3 2026 in Review

Gimbal Financial held its Emerson Electric (EMR) position steady in Q3 2026 at 2,048 shares worth $318K. The position accounts for 0.18% of the portfolio, ranked #40.

Gimbal Financial first reported a position in EMR in Q4 2023 and has held it in 10 quarters since. 2,069 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Gimbal Financial held 2,048 shares of Emerson Electric worth $318K as of Q3 2026.
  • Gimbal Financial left its Emerson Electric share count unchanged in Q3 2026.
  • Emerson Electric made up 0.18% of Gimbal Financial's portfolio in Q3 2026, its #40 holding.
  • Gimbal Financial first reported a position in Emerson Electric in Q4 2023 and has held it in 10 quarters since.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Gimbal Financial's 13F filing for Q3 2026, filed 19 Oct 2026.