KFI
EMR icon

Key Financial Inc’s Emerson Electric EMR Stock Holding History

Key Financial Inc’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 		$207K Sell
1,583
-5
-0.3% -$719 0.04% 290
2025
Q4 		$211K Hold
1,588
– – 0.04% 283
2025
Q3 		$208K Buy
1,588
+5
+0.3% +$682 0.04% 283
2025
Q2 		$211K Hold
1,583
– – 0.04% 269
2025
Q1 		$174K Hold
1,583
– – 0.04% 285
2024
Q4 		$196K Buy
1,583
+377
+31% +$45.7K 0.04% 259
2024
Q3 		$132K Buy
1,206
+15
+1% +$1.61K 0.03% 305
2024
Q2 		$131K Hold
1,191
– – 0.03% 293
2024
Q1 		$135K Hold
1,191
– – 0.03% 267
2023
Q4 		$116K Hold
1,191
– – 0.03% 283
2023
Q3 		$115K Hold
1,191
– – 0.04% 266
2023
Q2 		$108K Hold
1,191
– – 0.04% 276
2023
Q1 		$104K Hold
1,191
– – 0.04% 272
2022
Q4 		$87.2K Hold
1,191
– – 0.04% 267
2022
Q3 		$87K Buy
1,191
+261
+28% +$21.7K 0.04% 270
2022
Q2 		$75K Hold
930
– – 0.04% 287
2022
Q1 		$91K Hold
930
– – 0.05% 269
2021
Q4 		$86K Hold
930
– – 0.04% 257
2021
Q3 		$88K Hold
930
– – 0.05% 241
2021
Q2 		$94K Buy
930
+115
+14% +$10.8K 0.05% 236
2021
Q1 		$74K Buy
815
+15
+2% +$1.29K 0.05% 224
2020
Q4 		$64K Buy
+800
New +$59.5K 0.05% 222
2020
Q2 		– Sell
-800
Closed -$37K – 244
2020
Q1 		$37K Buy
+800
New +$52.7K 0.04% 249

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

Key Financial Inc's EMR Position: Q1 2026 in Review

Key Financial Inc reduced its Emerson Electric (EMR) stake by 0.31% in Q1 2026, selling an estimated $719 and leaving 1,583 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #290.

Key Financial Inc first reported a position in EMR in Q1 2020 and has held it in 23 quarters since. The position peaked at $211K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Key Financial Inc held 1,583 shares of Emerson Electric worth $207K as of Q1 2026.
  • Key Financial Inc sold 5 Emerson Electric shares in Q1 2026, an estimated $719.
  • Emerson Electric made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #290 holding.
  • Key Financial Inc first reported a position in Emerson Electric in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Emerson Electric position peaked at $211K in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.