KLCM Advisors’s Emerson Electric EMR Stock Holding History

KLCM Advisors’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	$645K	Sell	4,922 -235	-5%	-$33.8K	0.05%	148
2025 Q4	$684K	Hold	5,157	–	–	0.06%	136
2025 Q3	$676K	Sell	5,157 -1	-0%	-$136	0.07%	104
2025 Q2	$688K	Buy	5,158 +40	+0.8%	+$4.59K	0.07%	101
2025 Q1	$561K	Buy	5,118 +5	+0.1%	+$603	0.07%	103
2024 Q4	$634K	Hold	5,113	–	–	0.07%	96
2024 Q3	$559K	Buy	5,113 +200	+4%	+$21.5K	0.07%	100
2024 Q2	$541K	Buy	4,913 +639	+15%	+$70.7K	0.07%	98
2024 Q1	$485K	Sell	4,274 -200	-4%	-$20.5K	0.06%	101
2023 Q4	$435K	Hold	4,474	–	–	0.07%	103
2023 Q3	$432K	Buy	4,474 +93	+2%	+$8.86K	0.08%	92
2023 Q2	$396K	Buy	4,381 +9	+0.2%	+$757	0.08%	95
2023 Q1	$381K	Sell	4,372 -1,900	-30%	-$166K	0.08%	93
2022 Q4	$602K	Sell	6,272 -1	-0%	-$90	0.12%	71
2022 Q3	$459K	Hold	6,273	–	–	0.11%	73
2022 Q2	$499K	Sell	6,273 -1,235	-16%	-$109K	0.11%	71
2022 Q1	$736K	Buy	7,508 +2,500	+50%	+$237K	0.16%	61
2021 Q4	$466K	Hold	5,008	–	–	0.1%	71
2021 Q3	$472K	Hold	5,008	–	–	0.1%	69
2021 Q2	$482K	Buy	5,008 +402	+9%	+$37.8K	0.11%	65
2021 Q1	$416K	Hold	4,606	–	–	0.09%	68
2020 Q4	$370K	Sell	4,606 -500	-10%	-$37.2K	0.09%	69
2020 Q3	$335K	Hold	5,106	–	–	0.1%	72
2020 Q2	$317K	Hold	5,106	–	–	0.09%	71
2020 Q1	$243K	Buy	5,106 +106	+2%	+$6.98K	0.08%	77
2019 Q4	$381K	Hold	5,000	–	–	0.08%	70
2019 Q3	$334K	Hold	5,000	–	–	0.09%	73
2019 Q2	$334K	Hold	5,000	–	–	0.08%	73
2019 Q1	$342K	Sell	5,000 -3,000	-38%	-$197K	0.08%	71
2018 Q4	$478K	Hold	8,000	–	–	0.14%	55
2018 Q3	$613K	Hold	8,000	–	–	0.15%	52
2018 Q2	$553K	Hold	8,000	–	–	0.15%	53
2018 Q1	$546K	Hold	8,000	–	–	0.15%	52
2017 Q4	$558K	Buy	8,000 +1,000	+14%	+$64.8K	0.14%	53
2017 Q3	$440K	Sell	7,000 -2,000	-22%	-$121K	0.11%	57
2017 Q2	$537K	Buy	9,000 +2,000	+29%	+$119K	0.15%	47
2017 Q1	$419K	Hold	7,000	–	–	0.12%	50
2016 Q4	$390K	Sell	7,000 -70	-1%	-$3.77K	0.11%	57
2016 Q3	$385K	Hold	7,070	–	–	0.12%	51
2016 Q2	$369K	Sell	7,070 -280	-4%	-$14.9K	0.13%	53
2016 Q1	$400K	Buy	7,350 +350	+5%	+$16.9K	0.14%	48
2015 Q4	$335K	Hold	7,000	–	–	0.12%	46
2015 Q3	$309K	Sell	7,000 -95	-1%	-$4.67K	0.11%	47
2015 Q2	$393K	Buy	7,095 +95	+1%	+$5.58K	0.1%	62
2015 Q1	$396K	Buy	7,000 +2,000	+40%	+$116K	0.11%	47
2014 Q4	$309K	Hold	5,000	–	–	0.08%	56
2014 Q3	$313K	Sell	5,000 -2,088	-29%	-$136K	0.08%	51
2014 Q2	$470K	Hold	7,088	–	–	0.11%	48
2014 Q1	$473K	Hold	7,088	–	–	0.13%	43
2013 Q4	$497K	Hold	7,088	–	–	0.14%	48
2013 Q3	$459K	Hold	7,088	–	–	0.13%	45
2013 Q2	$387K	Buy	+7,088	New	+$399K	0.12%	47

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

KLCM Advisors's EMR Position: Q1 2026 in Review

KLCM Advisors reduced its Emerson Electric (EMR) stake by 4.6% in Q1 2026, selling an estimated $33.8K and leaving 4,922 shares worth $645K. The position accounts for 0.05% of the portfolio, ranked #148.

KLCM Advisors first reported a position in EMR in Q2 2013 and has held it in 52 quarters since. The position peaked at $736K in Q1 2022. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

KLCM Advisors held 4,922 shares of Emerson Electric worth $645K as of Q1 2026.
KLCM Advisors sold 235 Emerson Electric shares in Q1 2026, an estimated $33.8K.
Emerson Electric made up 0.05% of KLCM Advisors's portfolio in Q1 2026, its #148 holding.
KLCM Advisors first reported a position in Emerson Electric in Q2 2013 and has held it in 52 quarters since.
KLCM Advisors's Emerson Electric position peaked at $736K in Q1 2022.
2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.