Lantz Financial’s Emerson Electric EMR Stock Holding History

Lantz Financial’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	-1,794	Closed	-$235K	–	249
2025 Q3	$235K	Buy	1,794 +36	+2%	+$4.91K	0.05%	227
2025 Q2	$234K	Buy	+1,758	New	+$202K	0.06%	215

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Lantz Financial's EMR Position: Q4 2025 in Review

Lantz Financial sold out of Emerson Electric (EMR) in Q4 2025, closing a stake of 1,794 shares — an estimated $235K sold.

Lantz Financial first reported a position in EMR in Q2 2025 and held it in 2 quarters. The position peaked at $235K in Q3 2025. 2,208 funds tracked by Wall St. Rank hold EMR as of Q4 2025.

Lantz Financial reported no remaining Emerson Electric position as of Q4 2025 after selling out during the quarter.
Lantz Financial sold 1,794 Emerson Electric shares in Q4 2025, an estimated $235K.
Lantz Financial first reported a position in Emerson Electric in Q2 2025 and held it in 2 quarters.
Lantz Financial's Emerson Electric position peaked at $235K in Q3 2025.
2,208 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2025.

Based on Lantz Financial's 13F filing for Q4 2025, filed 14 Jan 2026.