IAA
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Independent Advisor Alliance’s Emerson Electric EMR Stock Holding History

Independent Advisor Alliance’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 		$2.95M Sell
22,495
-8,764
-28% -$1.26M 0.03% 447
2025
Q4 		$4.15M Buy
31,259
+186
+0.6% +$24.7K 0.1% 163
2025
Q3 		$4.08M Buy
31,073
+143
+0.5% +$19.5K 0.11% 171
2025
Q2 		$4.12M Sell
30,930
-700
-2% -$80.3K 0.12% 146
2025
Q1 		$3.47M Sell
31,630
-1,110
-3% -$134K 0.11% 162
2024
Q4 		$4.06M Buy
32,740
+1,359
+4% +$165K 0.05% 316
2024
Q3 		$3.43M Buy
31,381
+176
+0.6% +$18.9K 0.12% 144
2024
Q2 		$3.44M Buy
31,205
+3,778
+14% +$418K 0.12% 151
2024
Q1 		$3.11M Sell
27,427
-455
-2% -$46.7K 0.11% 164
2023
Q4 		$2.71M Sell
27,882
-3,802
-12% -$348K 0.1% 170
2023
Q3 		$3.06M Sell
31,684
-1,413
-4% -$135K 0.14% 137
2023
Q2 		$2.99M Sell
33,097
-3,017
-8% -$254K 0.13% 143
2023
Q1 		$3.15M Buy
36,114
+267
+0.7% +$23.3K 0.15% 128
2022
Q4 		$3.44K Buy
35,847
+384
+1% +$34.5K ﹤0.01% 207
2022
Q3 		$2.6M Sell
35,463
-2,035
-5% -$169K 0.15% 127
2022
Q2 		$2.98M Sell
37,498
-48
-0.1% -$4.23K 0.17% 120
2022
Q1 		$3.68M Sell
37,546
-1,988
-5% -$188K 0.18% 111
2021
Q4 		$3.67M Buy
39,534
+2,872
+8% +$270K 0.18% 106
2021
Q3 		$3.45M Buy
36,662
+603
+2% +$60.2K 0.19% 111
2021
Q2 		$3.47M Sell
36,059
-4,079
-10% -$384K 0.19% 115
2021
Q1 		$3.62M Sell
40,138
-955
-2% -$82.2K 0.21% 104
2020
Q4 		$3.3M Buy
41,093
+131
+0.3% +$9.74K 0.22% 101
2020
Q3 		$2.69M Buy
40,962
+1,103
+3% +$72.7K 0.2% 105
2020
Q2 		$2.47M Buy
39,859
+2,185
+6% +$124K 0.26% 82
2020
Q1 		$1.79M Sell
37,674
-6,342
-14% -$418K 0.26% 80
2019
Q4 		$3.36M Buy
44,016
+3,277
+8% +$236K 0.15% 155
2019
Q3 		$2.72M Sell
40,739
-35
-0.1% -$2.2K 0.33% 68
2019
Q2 		$2.72M Buy
40,774
+894
+2% +$59.9K 0.39% 56
2019
Q1 		$2.73M Buy
39,880
+1,227
+3% +$80.7K 0.38% 59
2018
Q4 		$2.31M Buy
38,653
+1,305
+3% +$88K 0.41% 53
2018
Q3 		$2.89M Buy
37,348
+123
+0.3% +$9.07K 0.52% 42
2018
Q2 		$2.52M Buy
37,225
+10,250
+38% +$720K 0.52% 46
2018
Q1 		$1.79M Buy
26,975
+5,080
+23% +$362K 0.4% 62
2017
Q4 		$1.58M Buy
21,895
+7,259
+50% +$470K 0.35% 76
2017
Q3 		$934K Buy
14,636
+1,665
+13% +$100K 0.26% 97
2017
Q2 		$775K Buy
12,971
+8,576
+195% +$509K 0.25% 102
2017
Q1 		$262K Buy
+4,395
New +$262K 0.04% 332

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Independent Advisor Alliance's EMR Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Emerson Electric (EMR) stake by 28% in Q1 2026, selling an estimated $1.26M and leaving 22,495 shares worth $2.95M. The position accounts for 0.03% of the portfolio, ranked #447.

Independent Advisor Alliance first reported a position in EMR in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.15M in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Independent Advisor Alliance held 22,495 shares of Emerson Electric worth $2.95M as of Q1 2026.
  • Independent Advisor Alliance sold 8,764 Emerson Electric shares in Q1 2026, an estimated $1.26M.
  • Emerson Electric made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #447 holding.
  • Independent Advisor Alliance first reported a position in Emerson Electric in Q1 2017 and has held it in 37 quarters since.
  • Independent Advisor Alliance's Emerson Electric position peaked at $4.15M in Q4 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.