LOPW
EMR icon

Live Oak Private Wealth’s Emerson Electric EMR Stock Holding History

Live Oak Private Wealth’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 		$577K Buy
4,408
+1
+0% +$144 0.08% 123
2025
Q4 		$585K Hold
4,407
– – 0.08% 121
2025
Q3 		$578K Buy
4,407
+81
+2% +$11K 0.08% 122
2025
Q2 		$577K Buy
4,326
+61
+1% +$7K 0.09% 121
2025
Q1 		$468K Hold
4,265
– – 0.08% 129
2024
Q4 		$529K Hold
4,265
– – 0.09% 123
2024
Q3 		$466K Hold
4,265
– – 0.08% 121
2024
Q2 		$470K Hold
4,265
– – 0.08% 120
2024
Q1 		$484K Sell
4,265
-98
-2% -$10.1K 0.08% 114
2023
Q4 		$425K Hold
4,363
– – 0.08% 113
2023
Q3 		$421K Sell
4,363
-557
-11% -$53K 0.09% 108
2023
Q2 		$445K Buy
4,920
+146
+3% +$12.3K 0.09% 107
2023
Q1 		$416K Sell
4,774
-163
-3% -$14.2K 0.09% 117
2022
Q4 		$474K Sell
4,937
-300
-6% -$27K 0.1% 114
2022
Q3 		$383K Hold
5,237
– – 0.09% 124
2022
Q2 		$417K Buy
5,237
+215
+4% +$19K 0.09% 125
2022
Q1 		$492K Buy
5,022
+748
+18% +$70.8K 0.1% 121
2021
Q4 		$397K Buy
4,274
+483
+13% +$45.5K 0.07% 137
2021
Q3 		$357K Hold
3,791
– – 0.07% 141
2021
Q2 		$365K Buy
3,791
+300
+9% +$28.2K 0.08% 130
2021
Q1 		$315K Sell
3,491
-1,464
-30% -$126K 0.08% 128
2020
Q4 		$398K Hold
4,955
– – 0.11% 111
2020
Q3 		$325K Buy
4,955
+1
+0% +$66 0.11% 104
2020
Q2 		$307K Buy
+4,954
New +$281K 0.11% 106

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Live Oak Private Wealth's EMR Position: Q1 2026 in Review

Live Oak Private Wealth increased its Emerson Electric (EMR) stake by 0.02% in Q1 2026, buying an estimated $144 and bringing the position to 4,408 shares worth $577K. The position accounts for 0.08% of the portfolio, ranked #123.

Live Oak Private Wealth first reported a position in EMR in Q2 2020 and has held it in 24 quarters since. The position peaked at $585K in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Live Oak Private Wealth held 4,408 shares of Emerson Electric worth $577K as of Q1 2026.
  • Live Oak Private Wealth bought 1 Emerson Electric share in Q1 2026, an estimated $144.
  • Emerson Electric made up 0.08% of Live Oak Private Wealth's portfolio in Q1 2026, its #123 holding.
  • Live Oak Private Wealth first reported a position in Emerson Electric in Q2 2020 and has held it in 24 quarters since.
  • Live Oak Private Wealth's Emerson Electric position peaked at $585K in Q4 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.