Lloyd Advisory Services’s Emerson Electric EMR Stock Holding History

Lloyd 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	$588K	Buy	4,487 +4,482	+89,640%	+$644K	0.17%	67
2025 Q4	$701	Buy	+5	New	+$663	﹤0.01%	504
2024 Q2	–	Sell	-9,235	Closed	-$1.05M	–	123
2024 Q1	$1.05M	Buy	+9,235	New	+$949K	0.22%	81
2022 Q2	–	Sell	-518	Closed	-$51K	–	213
2022 Q1	$51K	Buy	518 +60	+13%	+$5.68K	0.02%	221
2021 Q4	$43K	Buy	458 +42	+10%	+$3.96K	0.02%	219
2021 Q3	$39K	Buy	416 +218	+110%	+$21.8K	0.02%	185
2021 Q2	$19K	Buy	198 +93	+89%	+$8.74K	0.01%	237
2021 Q1	$9K	Buy	105 +1	+1%	+$86	﹤0.01%	240
2020 Q4	$8K	Hold	104	–	–	﹤0.01%	209
2020 Q3	$7K	Buy	+104	New	+$6.85K	﹤0.01%	198

Other funds holding EMR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $1.47T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wellington Management Group

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