Keystone Financial Group (Kentucky)’s Emerson Electric EMR Stock Holding History

Keystone Financial Group (Kentucky)’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	$540K	Buy	4,123 +1,526	+59%	+$219K	0.04%	285
2025 Q4	$345K	Buy	2,597 +161	+7%	+$21.4K	0.03%	322
2025 Q3	$320K	Hold	2,436	–	–	0.02%	309
2025 Q2	$325K	Sell	2,436 -5	-0.2%	-$574	0.03%	303
2025 Q1	$268K	Sell	2,441 -204	-8%	-$24.6K	0.03%	320
2024 Q4	$328K	Hold	2,645	–	–	0.03%	278
2024 Q3	$289K	Buy	2,645 +2	+0.1%	+$215	0.04%	286
2024 Q2	$291K	Hold	2,643	–	–	0.1%	126
2024 Q1	$300K	Buy	2,643 +322	+14%	+$33.1K	0.04%	257
2023 Q4	$226K	Buy	2,321 +16	+0.7%	+$1.47K	0.04%	264
2023 Q3	$223K	Buy	+2,305	New	+$220K	0.04%	260
2022 Q4	$203K	Buy	+2,112	New	+$190K	0.04%	263

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

Keystone Financial Group (Kentucky)'s EMR Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Emerson Electric (EMR) stake by 59% in Q1 2026, buying an estimated $219K and bringing the position to 4,123 shares worth $540K. The position accounts for 0.04% of the portfolio, ranked #285.

Keystone Financial Group (Kentucky) first reported a position in EMR in Q4 2022 and has held it in 12 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Keystone Financial Group (Kentucky) held 4,123 shares of Emerson Electric worth $540K as of Q1 2026.
Keystone Financial Group (Kentucky) bought 1,526 Emerson Electric shares in Q1 2026, an estimated $219K.
Emerson Electric made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #285 holding.
Keystone Financial Group (Kentucky) first reported a position in Emerson Electric in Q4 2022 and has held it in 12 quarters since.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.