Lafayette Investments’s Emerson Electric EMR Stock Holding History

Lafayette Investments’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 Q4	–	Sell	-1,639	Closed	-$215K	–	160
2025 Q3	$215K	Hold	1,639	–	–	0.04%	148
2025 Q2	$219K	Sell	1,639 -400	-20%	-$45.9K	0.04%	143
2025 Q1	$224K	Hold	2,039	–	–	0.05%	140
2024 Q4	$253K	Hold	2,039	–	–	0.05%	129
2024 Q3	$223K	Hold	2,039	–	–	0.05%	136
2024 Q2	$225K	Buy	2,039 +69	+4%	+$7.63K	0.05%	130
2024 Q1	$223K	Buy	+1,970	New	+$202K	0.05%	125
2023 Q4	–	Sell	-2,520	Closed	-$243K	–	136
2023 Q3	$243K	Sell	2,520 -125	-5%	-$11.9K	0.07%	107
2023 Q2	$239K	Buy	2,645 +150	+6%	+$12.6K	0.06%	111
2023 Q1	$217K	Buy	2,495 +350	+16%	+$30.6K	0.06%	114
2022 Q4	$206K	Buy	+2,145	New	+$193K	0.06%	114
2021 Q4	–	Sell	-2,495	Closed	-$235K	–	130
2021 Q3	$235K	Hold	2,495	–	–	0.06%	111
2021 Q2	$240K	Buy	+2,495	New	+$235K	0.07%	108

Other funds holding EMR

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Lafayette Investments's EMR Position: Q4 2025 in Review

Lafayette Investments sold out of Emerson Electric (EMR) in Q4 2025, closing a stake of 1,639 shares — an estimated $215K sold.

Lafayette Investments first reported a position in EMR in Q2 2021 and held it in 13 quarters. The position peaked at $253K in Q4 2024. 2,213 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

Lafayette Investments reported no remaining Emerson Electric position as of Q4 2025 after selling out during the quarter.
Lafayette Investments sold 1,639 Emerson Electric shares in Q4 2025, an estimated $215K.
Lafayette Investments first reported a position in Emerson Electric in Q2 2021 and held it in 13 quarters.
Lafayette Investments's Emerson Electric position peaked at $253K in Q4 2024.
2,213 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on Lafayette Investments's 13F filing for Q4 2025, filed 4 Feb 2026.