iSAM Funds (UK)’s Emerson Electric EMR Stock Holding History

iSAM Funds (UK)’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	–	Sell	-1,805	Closed	-$240K	–	343
2025 Q4	$240K	Buy	+1,805	New	+$239K	0.09%	258
2025 Q3	–	Sell	-13,147	Closed	-$1.75M	–	681
2025 Q2	$1.75M	Buy	13,147 +11,041	+524%	+$1.27M	0.38%	89
2025 Q1	$231K	Buy	+2,106	New	+$254K	0.11%	283
2024 Q3	–	Sell	-5,666	Closed	-$624K	–	326
2024 Q2	$624K	Buy	+5,666	New	+$626K	0.47%	79
2024 Q1	–	Sell	-10,667	Closed	-$1.04M	–	276
2023 Q4	$1.04M	Buy	+10,667	New	+$977K	0.74%	49
2023 Q1	–	Sell	-9,064	Closed	-$871K	–	171
2022 Q4	$871K	Buy	+9,064	New	+$815K	2.61%	5

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

iSAM Funds (UK)'s EMR Position: Q1 2026 in Review

iSAM Funds (UK) sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 1,805 shares — an estimated $240K sold.

iSAM Funds (UK) first reported a position in EMR in Q4 2022 and held it in 6 quarters. The position peaked at $1.75M in Q2 2025. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

iSAM Funds (UK) reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
iSAM Funds (UK) sold 1,805 Emerson Electric shares in Q1 2026, an estimated $240K.
iSAM Funds (UK) first reported a position in Emerson Electric in Q4 2022 and held it in 6 quarters.
iSAM Funds (UK)'s Emerson Electric position peaked at $1.75M in Q2 2025.
2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.