LA
EMR icon

Legacy Advisors’s Emerson Electric EMR Stock Holding History

Legacy 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
Q2 		$1.29M Buy
9,045
+599
+7% +$84.3K 0.12% 102
2026
Q1 		$1.11M Sell
8,446
-4
-0% -$575 0.13% 97
2025
Q4 		$1.12M Buy
8,450
+243
+3% +$32.2K 0.12% 99
2025
Q3 		$1.08M Buy
+8,207
New +$1.12M 0.13% 94
2025
Q2 		– Sell
-11,446
Closed -$1.25M – 139
2025
Q1 		$1.25M Buy
11,446
+433
+4% +$52.2K 0.13% 132
2024
Q4 		$1.36M Buy
11,013
+1,204
+12% +$146K 0.13% 117
2024
Q3 		$1.07M Sell
9,809
-89
-0.9% -$9.58K 0.12% 140
2024
Q2 		$1.09M Buy
9,898
+134
+1% +$14.8K 0.13% 122
2024
Q1 		$1.11M Sell
9,764
-132
-1% -$13.6K 0.14% 126
2023
Q4 		$963K Buy
9,896
+171
+2% +$15.7K 0.12% 130
2023
Q3 		$939K Buy
9,725
+254
+3% +$24.2K 0.15% 128
2023
Q2 		$856K Buy
+9,471
New +$797K 0.13% 130
2019
Q3 		– Sell
-600
Closed -$40K – 177
2019
Q2 		$40K Hold
600
– – 0.03% 219
2019
Q1 		$41K Buy
+600
New +$39.5K 0.01% 229
2018
Q4 		– Sell
-1,198
Closed -$92K – 200
2018
Q3 		$92K Buy
1,198
+598
+100% +$44.1K 0.05% 185
2018
Q2 		$41K Hold
600
– – 0.03% 202
2018
Q1 		$41K Hold
600
– – 0.03% 172
2017
Q4 		$41K Hold
600
– – 0.04% 138
2017
Q3 		$37K Hold
600
– – 0.04% 125
2017
Q2 		$35K Hold
600
– – 0.04% 113
2017
Q1 		$35K Hold
600
– – 0.05% 108
2016
Q4 		$33K Buy
+600
New +$32.3K 0.05% 123

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Legacy Advisors's EMR Position: Q2 2026 in Review

Legacy Advisors increased its Emerson Electric (EMR) stake by 7.1% in Q2 2026, buying an estimated $84.3K and bringing the position to 9,045 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #102.

Legacy Advisors first reported a position in EMR in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.36M in Q4 2024. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Legacy Advisors held 9,045 shares of Emerson Electric worth $1.29M as of Q2 2026.
  • Legacy Advisors bought 599 Emerson Electric shares in Q2 2026, an estimated $84.3K.
  • Emerson Electric made up 0.12% of Legacy Advisors's portfolio in Q2 2026, its #102 holding.
  • Legacy Advisors first reported a position in Emerson Electric in Q4 2016 and has held it in 22 quarters since.
  • Legacy Advisors's Emerson Electric position peaked at $1.36M in Q4 2024.
  • 746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.