L.M. Kohn & Company’s Emerson Electric EMR Stock Holding History

L.M. Kohn & Company’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
2025 Q3	$482K	Sell	3,678 -862	-19%	-$118K	0.58%	50
2025 Q2	$605K	Sell	4,540 -123	-3%	-$14.1K	0.16%	118
2025 Q1	$511K	Buy	4,663 +44	+1%	+$5.3K	0.13%	141
2024 Q4	$572K	Hold	4,619	–	–	0.15%	128
2024 Q3	$505K	Buy	4,619 +29	+0.6%	+$3.12K	0.13%	145
2024 Q2	$506K	Sell	4,590 -190	-4%	-$21K	0.14%	141
2024 Q1	$542K	Buy	4,780 +618	+15%	+$63.5K	0.15%	136
2023 Q4	$405K	Buy	4,162 +530	+15%	+$48.5K	0.13%	144
2023 Q3	$351K	Hold	3,632	–	–	0.13%	147
2023 Q2	$328K	Sell	3,632 -30	-0.8%	-$2.52K	0.12%	154
2023 Q1	$319K	Hold	3,662	–	–	0.13%	157
2022 Q4	$352K	Hold	3,662	–	–	0.16%	139
2022 Q3	$269K	Hold	3,662	–	–	0.13%	161
2022 Q2	$292K	Hold	3,662	–	–	0.14%	170
2022 Q1	$360K	Buy	+3,662	New	+$347K	0.14%	169

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return