GLOBALT Investments’s Emerson Electric EMR Stock Holding History

GLOBALT Investments’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	$8.69M	Sell	60,705 -1,235	-2%	-$174K	0.29%	44
2026 Q1	$8.12M	Sell	61,940 -1,962	-3%	-$282K	0.29%	47
2025 Q4	$8.48M	Sell	63,902 -1,473	-2%	-$195K	0.31%	43
2025 Q3	$8.58M	Sell	65,375 -1,026	-2%	-$140K	0.31%	43
2025 Q2	$8.85M	Sell	66,401 -4,094	-6%	-$470K	0.34%	39
2025 Q1	$7.73M	Buy	70,495 +1,499	+2%	+$181K	0.32%	43
2024 Q4	$8.55M	Sell	68,996 -1,056	-2%	-$128K	0.33%	36
2024 Q3	$7.66M	Sell	70,052 -1,698	-2%	-$183K	0.29%	39
2024 Q2	$7.9M	Sell	71,750 -797	-1%	-$88.1K	0.32%	38
2024 Q1	$8.23M	Sell	72,547 -618	-0.8%	-$63.5K	0.33%	36
2023 Q4	$7.12M	Buy	+73,165	New	+$6.7M	0.3%	43

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

GLOBALT Investments's EMR Position: Q2 2026 in Review

GLOBALT Investments reduced its Emerson Electric (EMR) stake by 2% in Q2 2026, selling an estimated $174K and leaving 60,705 shares worth $8.69M. The position accounts for 0.29% of the portfolio, ranked #44.

GLOBALT Investments first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.85M in Q2 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

GLOBALT Investments held 60,705 shares of Emerson Electric worth $8.69M as of Q2 2026.
GLOBALT Investments sold 1,235 Emerson Electric shares in Q2 2026, an estimated $174K.
Emerson Electric made up 0.29% of GLOBALT Investments's portfolio in Q2 2026, its #44 holding.
GLOBALT Investments first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's Emerson Electric position peaked at $8.85M in Q2 2025.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.