GoalVest Advisory’s Eastman Chemical EMN Stock Holding History

GoalVest Advisory’s Portfolio EMN Stock Details EMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.1K	Buy	+218	New	+$15.2K	﹤0.01%	374
2025 Q2	–	Sell	-4	Closed	-$352	–	416
2025 Q1	$352	Buy	+4	New	+$378	﹤0.01%	394
2023 Q4	–	Sell	-9	Closed	-$690	–	410
2023 Q3	$690	Buy	+9	New	+$747	﹤0.01%	450
2022 Q2	–	Sell	-1	Closed	–	–	375
2022 Q1	$0	Buy	+1	New	+$117	﹤0.01%	411

Other funds holding EMN

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

CNTOF

Canandaigua National Trust of Florida Canandaigua, New York $181M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GoalVest Advisory's EMN Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Eastman Chemical (EMN) in Q3 2026: 218 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in EMN as recently as Q1 2025.

GoalVest Advisory first reported a position in EMN in Q1 2022 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold EMN as of Q3 2026.

GoalVest Advisory held 218 shares of Eastman Chemical worth $14.1K as of Q3 2026.
Eastman Chemical was a new GoalVest Advisory position in Q3 2026.
Eastman Chemical made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #374 holding.
GoalVest Advisory first reported a position in Eastman Chemical in Q1 2022 and has held it in 4 quarters since.
45 funds tracked by Wall St. Rank held Eastman Chemical as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.