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Legacy Trust’s Emerson Electric EMR Stock Holding History

Legacy Trust’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
Q3 		$296K Sell
1,797
-129
-7% -$19.4K 0.05% 185
2026
Q2 		$276K Sell
1,926
-1,435
-43% -$202K 0.05% 179
2026
Q1 		$440K Sell
3,361
-20
-0.6% -$2.88K 0.08% 144
2025
Q4 		$449K Buy
3,381
+666
+25% +$88.4K 0.08% 139
2025
Q3 		$356K Buy
+2,715
New +$370K 0.07% 152

Other funds holding EMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Legacy Trust's EMR Position: Q3 2026 in Review

Legacy Trust reduced its Emerson Electric (EMR) stake by 6.7% in Q3 2026, selling an estimated $19.4K and leaving 1,797 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #185.

Legacy Trust first reported a position in EMR in Q3 2025 and has held it in 5 quarters since. The position peaked at $449K in Q4 2025. 1,436 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Legacy Trust held 1,797 shares of Emerson Electric worth $296K as of Q3 2026.
  • Legacy Trust sold 129 Emerson Electric shares in Q3 2026, an estimated $19.4K.
  • Emerson Electric made up 0.05% of Legacy Trust's portfolio in Q3 2026, its #185 holding.
  • Legacy Trust first reported a position in Emerson Electric in Q3 2025 and has held it in 5 quarters since.
  • Legacy Trust's Emerson Electric position peaked at $449K in Q4 2025.
  • 1,436 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.