IC
EMR icon

IEQ Capital’s Emerson Electric EMR Stock Holding History

IEQ Capital’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 		$772K Buy
5,390
+1,627
+43% +$229K ﹤0.01% 1224
2026
Q1 		$493K Sell
3,763
-2,856
-43% -$411K ﹤0.01% 1313
2025
Q4 		$878K Buy
6,619
+3,012
+84% +$400K ﹤0.01% 1094
2025
Q3 		$473K Sell
3,607
-5,495
-60% -$749K ﹤0.01% 1320
2025
Q2 		$1.21M Sell
9,102
-1,547
-15% -$177K 0.01% 796
2025
Q1 		$1.17M Sell
10,649
-8,974
-46% -$1.08M 0.01% 712
2024
Q4 		$2.43M Sell
19,623
-9,862
-33% -$1.2M 0.02% 449
2024
Q3 		$3.22M Buy
29,485
+3,198
+12% +$344K 0.04% 273
2024
Q2 		$2.9M Buy
26,287
+4,810
+22% +$532K 0.04% 266
2024
Q1 		$2.44M Buy
21,477
+1,424
+7% +$146K 0.04% 292
2023
Q4 		$1.95M Buy
20,053
+988
+5% +$90.5K 0.03% 294
2023
Q3 		$1.84M Buy
19,065
+178
+0.9% +$17K 0.04% 277
2023
Q2 		$1.71M Buy
18,887
+3,380
+22% +$284K 0.03% 292
2023
Q1 		$1.35M Sell
15,507
-279
-2% -$24.4K 0.03% 325
2022
Q4 		$1.52M Sell
15,786
-1,539
-9% -$138K 0.04% 288
2022
Q3 		$1.27M Buy
17,325
+4,263
+33% +$354K 0.03% 311
2022
Q2 		$1.04M Sell
13,062
-2,941
-18% -$259K 0.03% 299
2022
Q1 		$1.57M Buy
16,003
+4,484
+39% +$425K 0.04% 248
2021
Q4 		$1.07M Sell
11,519
-1,584
-12% -$149K 0.02% 292
2021
Q3 		$1.23M Buy
13,103
+4,597
+54% +$459K 0.03% 257
2021
Q2 		$818K Buy
8,506
+4,325
+103% +$407K 0.02% 281
2021
Q1 		$377K Buy
+4,181
New +$360K 0.02% 326
2020
Q4 		– Sell
-3,121
Closed -$205K – 272
2020
Q3 		$205K Buy
+3,121
New +$206K 0.01% 363
2020
Q2 		– Sell
-5,523
Closed -$262K – 349
2020
Q1 		$262K Buy
5,523
+179
+3% +$11.8K 0.02% 299
2019
Q4 		$408K Buy
+5,344
New +$385K 0.04% 255

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

IEQ Capital's EMR Position: Q2 2026 in Review

IEQ Capital increased its Emerson Electric (EMR) stake by 43% in Q2 2026, buying an estimated $229K and bringing the position to 5,390 shares worth $772K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

IEQ Capital first reported a position in EMR in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.22M in Q3 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • IEQ Capital held 5,390 shares of Emerson Electric worth $772K as of Q2 2026.
  • IEQ Capital bought 1,627 Emerson Electric shares in Q2 2026, an estimated $229K.
  • Emerson Electric made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1224 holding.
  • IEQ Capital first reported a position in Emerson Electric in Q4 2019 and has held it in 25 quarters since.
  • IEQ Capital's Emerson Electric position peaked at $3.22M in Q3 2024.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.