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 Q2	$762	Sell	5 -4,482	-100%	-$631K	﹤0.01%	581
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	–	205
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lloyd Advisory Services's EMR Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Emerson Electric (EMR) stake by 100% in Q2 2026, selling an estimated $631K and leaving 5 shares worth $762. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Lloyd Advisory Services first reported a position in EMR in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.05M in Q1 2024. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Lloyd Advisory Services held 5 shares of Emerson Electric worth $762 as of Q2 2026.
Lloyd Advisory Services sold 4,482 Emerson Electric shares in Q2 2026, an estimated $631K.
Emerson Electric made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #581 holding.
Lloyd Advisory Services first reported a position in Emerson Electric in Q3 2020 and has held it in 11 quarters since.
Lloyd Advisory Services's Emerson Electric position peaked at $1.05M in Q1 2024.
2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.