Lido Advisors
EMR icon

Lido Advisors’s Emerson Electric EMR Stock Holding History

Lido 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
Q3 		$23.2M Sell
149,499
-5,271
-3% -$793K 0.06% 224
2026
Q2 		$22.2M Sell
154,770
-4,857
-3% -$684K 0.06% 211
2026
Q1 		$20.9M Sell
159,627
-20,723
-11% -$2.98M 0.06% 196
2025
Q4 		$23.8M Sell
180,350
-72
-0% -$9.6K 0.07% 177
2025
Q3 		$23.7M Buy
180,422
+54,347
+43% +$7.41M 0.07% 169
2025
Q2 		$16.8M Sell
126,075
-3,333
-3% -$382K 0.07% 178
2025
Q1 		$14.2M Buy
129,408
+4,165
+3% +$502K 0.06% 186
2024
Q4 		$15.5M Buy
125,243
+45,632
+57% +$5.53M 0.07% 164
2024
Q3 		$8.71M Buy
79,611
+48,423
+155% +$5.21M 0.04% 223
2024
Q2 		$3.44M Buy
31,188
+192
+0.6% +$21.2K 0.02% 349
2024
Q1 		$3.52M Buy
30,996
+6,453
+26% +$663K 0.02% 329
2023
Q4 		$2.39M Sell
24,543
-19,349
-44% -$1.77M 0.02% 380
2023
Q3 		$4.24M Buy
43,892
+22,072
+101% +$2.1M 0.03% 268
2023
Q2 		$1.97M Buy
21,820
+4,763
+28% +$401K 0.01% 376
2023
Q1 		$1.49M Sell
17,057
-11,338
-40% -$991K 0.01% 397
2022
Q4 		$2.73M Buy
28,395
+7,154
+34% +$643K 0.03% 243
2022
Q3 		$1.56M Buy
21,241
+16,647
+362% +$1.38M 0.02% 292
2022
Q2 		$365K Sell
4,594
-5,036
-52% -$444K ﹤0.01% 645
2022
Q1 		$944K Buy
9,630
+272
+3% +$25.8K 0.01% 406
2021
Q4 		$870K Buy
9,358
+5,008
+115% +$472K 0.01% 447
2021
Q3 		$409K Sell
4,350
-244
-5% -$24.3K 0.01% 656
2021
Q2 		$442K Buy
4,594
+1,139
+33% +$107K 0.01% 582
2021
Q1 		$312K Buy
3,455
+529
+18% +$45.5K 0.01% 648
2020
Q4 		$235K Buy
+2,926
New +$218K ﹤0.01% 704
2020
Q1 		– Sell
-4,550
Closed -$347K – 611
2019
Q4 		$347K Buy
4,550
+1,095
+32% +$78.9K 0.01% 463
2019
Q3 		$231K Buy
+3,455
New +$217K 0.01% 517

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

Lido Advisors's EMR Position: Q3 2026 in Review

Lido Advisors reduced its Emerson Electric (EMR) stake by 3.4% in Q3 2026, selling an estimated $793K and leaving 149,499 shares worth $23.2M. The position accounts for 0.06% of the portfolio, ranked #224.

Lido Advisors first reported a position in EMR in Q3 2019 and has held it in 26 quarters since. The position peaked at $23.8M in Q4 2025. 1,429 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Lido Advisors held 149,499 shares of Emerson Electric worth $23.2M as of Q3 2026.
  • Lido Advisors sold 5,271 Emerson Electric shares in Q3 2026, an estimated $793K.
  • Emerson Electric made up 0.06% of Lido Advisors's portfolio in Q3 2026, its #224 holding.
  • Lido Advisors first reported a position in Emerson Electric in Q3 2019 and has held it in 26 quarters since.
  • Lido Advisors's Emerson Electric position peaked at $23.8M in Q4 2025.
  • 1,429 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.