Kathmere Capital Management’s Emerson Electric EMR Stock Holding History

Kathmere Capital Management’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	$1.56M	Buy	10,864 +650	+6%	+$91.5K	0.08%	175
2026 Q1	$1.34M	Buy	10,214 +5,799	+131%	+$834K	0.08%	168
2025 Q4	$586K	Sell	4,415 -96	-2%	-$12.7K	0.04%	279
2025 Q3	$592K	Buy	4,511 +2,688	+147%	+$366K	0.04%	261
2025 Q2	$243K	Sell	1,823 -404	-18%	-$46.3K	0.02%	409
2025 Q1	$244K	Sell	2,227 -1,795	-45%	-$216K	0.02%	373
2024 Q4	$498K	Buy	+4,022	New	+$488K	0.04%	227
2024 Q3	–	Sell	-1,833	Closed	-$202K	–	386
2024 Q2	$202K	Buy	+1,833	New	+$203K	0.02%	324
2023 Q4	–	Sell	-2,288	Closed	-$221K	–	299
2023 Q3	$221K	Buy	+2,288	New	+$218K	0.03%	234
2023 Q2	–	Sell	-2,342	Closed	-$204K	–	243
2023 Q1	$204K	Buy	+2,342	New	+$205K	0.03%	206
2021 Q1	–	Sell	-1,398	Closed	-$112K	–	222
2020 Q4	$112K	Hold	1,398	–	–	0.02%	185
2020 Q3	$92K	Buy	+1,398	New	+$92.1K	0.02%	185
2020 Q1	–	Sell	-3,214	Closed	-$245K	–	93
2019 Q4	$245K	Buy	+3,214	New	+$232K	0.09%	89

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Kathmere Capital Management's EMR Position: Q2 2026 in Review

Kathmere Capital Management increased its Emerson Electric (EMR) stake by 6.4% in Q2 2026, buying an estimated $91.5K and bringing the position to 10,864 shares worth $1.56M. The position accounts for 0.08% of the portfolio, ranked #175.

Kathmere Capital Management first reported a position in EMR in Q4 2019 and has held it in 13 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Kathmere Capital Management held 10,864 shares of Emerson Electric worth $1.56M as of Q2 2026.
Kathmere Capital Management bought 650 Emerson Electric shares in Q2 2026, an estimated $91.5K.
Emerson Electric made up 0.08% of Kathmere Capital Management's portfolio in Q2 2026, its #175 holding.
Kathmere Capital Management first reported a position in Emerson Electric in Q4 2019 and has held it in 13 quarters since.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.