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LM Advisors’s Emerson Electric EMR Stock Holding History

LM 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
2025
Q2 		– Sell
-8,079
Closed -$886K – 207
2025
Q1 		$886K Sell
8,079
-1,538
-16% -$185K 0.16% 100
2024
Q4 		$1.19M Buy
+9,617
New +$1.17M 0.21% 76
2024
Q1 		– Sell
-786
Closed -$76.5K – 360
2023
Q4 		$76.5K Buy
+786
New +$72K 0.02% 271

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LM Advisors's EMR Position: Q2 2025 in Review

LM Advisors sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 8,079 shares — an estimated $886K sold.

LM Advisors first reported a position in EMR in Q4 2023 and held it in 3 quarters. The position peaked at $1.19M in Q4 2024. 2,135 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

  • LM Advisors reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
  • LM Advisors sold 8,079 Emerson Electric shares in Q2 2025, an estimated $886K.
  • LM Advisors first reported a position in Emerson Electric in Q4 2023 and held it in 3 quarters.
  • LM Advisors's Emerson Electric position peaked at $1.19M in Q4 2024.
  • 2,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.