IMA Advisory Services’s Emerson Electric EMR Stock Holding History

IMA Advisory Services’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 Q1	$393	Hold	3	–	–	﹤0.01%	892
2025 Q4	$398	Hold	3	–	–	﹤0.01%	884
2025 Q3	$394	Hold	3	–	–	﹤0.01%	431
2025 Q2	$400	Buy	+3	New	+$344	﹤0.01%	410
2023 Q1	–	Sell	-60	Closed	-$5.76K	–	322
2022 Q4	$5.76K	Buy	+60	New	+$5.39K	﹤0.01%	282
2020 Q4	–	Sell	-215	Closed	-$14K	–	298
2020 Q3	$14K	Buy	+215	New	+$14.2K	﹤0.01%	192
2015 Q3	–	Sell	-2,650	Closed	-$147K	–	134
2015 Q2	$147K	Buy	+2,650	New	+$156K	0.07%	158

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IMA Advisory Services's EMR Position: Q1 2026 in Review

IMA Advisory Services held its Emerson Electric (EMR) position steady in Q1 2026 at 3 shares worth $393. The position accounts for ﹤0.01% of the portfolio, ranked #892.

IMA Advisory Services first reported a position in EMR in Q2 2015 and has held it in 7 quarters since. The position peaked at $147K in Q2 2015. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

IMA Advisory Services held 3 shares of Emerson Electric worth $393 as of Q1 2026.
IMA Advisory Services left its Emerson Electric share count unchanged in Q1 2026.
Emerson Electric made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #892 holding.
IMA Advisory Services first reported a position in Emerson Electric in Q2 2015 and has held it in 7 quarters since.
IMA Advisory Services's Emerson Electric position peaked at $147K in Q2 2015.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.