Level Four Advisory Services’s Emerson Electric EMR Stock Holding History

Level Four Advisory Services’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 Q1	$1.41M	Sell	10,791 -506	-4%	-$72.8K	0.05%	354
2025 Q4	$1.5M	Sell	11,297 -882	-7%	-$117K	0.05%	335
2025 Q3	$1.6M	Sell	12,179 -224	-2%	-$30.5K	0.05%	315
2025 Q2	$1.65M	Buy	12,403 +674	+6%	+$77.3K	0.06%	283
2025 Q1	$1.29M	Sell	11,729 -23	-0.2%	-$2.77K	0.05%	305
2024 Q4	$1.46M	Buy	11,752 +533	+5%	+$64.6K	0.06%	284
2024 Q3	$1.21M	Sell	11,219 -237	-2%	-$25.5K	0.05%	305
2024 Q2	$1.26M	Sell	11,456 -7,299	-39%	-$807K	0.06%	288
2024 Q1	$1.83M	Buy	18,755 +708	+4%	+$72.7K	0.1%	217
2023 Q4	$1.76M	Sell	18,047 -24	-0.1%	-$2.2K	0.1%	222
2023 Q3	$1.75M	Sell	18,071 -3,411	-16%	-$325K	0.11%	205
2023 Q2	$1.94M	Buy	21,482 +33	+0.2%	+$2.78K	0.12%	193
2023 Q1	$1.87M	Buy	21,449 +857	+4%	+$74.9K	0.12%	188
2022 Q4	$1.98M	Sell	20,592 -471	-2%	-$42.3K	0.15%	167
2022 Q3	$1.54M	Buy	21,063 +184	+0.9%	+$15.3K	0.15%	154
2022 Q2	$1.66M	Buy	20,879 +767	+4%	+$67.6K	0.16%	156
2022 Q1	$1.97M	Buy	20,112 +11,853	+144%	+$1.12M	0.15%	151
2021 Q4	$768K	Buy	+8,259	New	+$778K	0.06%	303
2020 Q2	–	Sell	-12,397	Closed	-$592K	–	572
2020 Q1	$592K	Sell	12,397 -271	-2%	-$17.8K	0.07%	289
2019 Q4	$965K	Buy	12,668 +80	+0.6%	+$5.76K	0.04%	282
2019 Q3	$842K	Sell	12,588 -209	-2%	-$13.1K	0.09%	230
2019 Q2	$854K	Sell	12,797 -176	-1%	-$11.8K	0.09%	225
2019 Q1	$889K	Sell	12,973 -494	-4%	-$32.5K	0.1%	205
2018 Q4	$805K	Buy	+13,467	New	+$908K	0.1%	205
2017 Q1	–	Sell	-3,701	Closed	-$206K	–	504
2016 Q4	$206K	Buy	+3,701	New	+$199K	0.03%	437

Other funds holding EMR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Level Four Advisory Services's EMR Position: Q1 2026 in Review

Level Four Advisory Services reduced its Emerson Electric (EMR) stake by 4.5% in Q1 2026, selling an estimated $72.8K and leaving 10,791 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #354.

Level Four Advisory Services first reported a position in EMR in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.98M in Q4 2022. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Level Four Advisory Services held 10,791 shares of Emerson Electric worth $1.41M as of Q1 2026.
Level Four Advisory Services sold 506 Emerson Electric shares in Q1 2026, an estimated $72.8K.
Emerson Electric made up 0.05% of Level Four Advisory Services's portfolio in Q1 2026, its #354 holding.
Level Four Advisory Services first reported a position in Emerson Electric in Q4 2016 and has held it in 25 quarters since.
Level Four Advisory Services's Emerson Electric position peaked at $1.98M in Q4 2022.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.