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Lokken Investment Group’s Emerson Electric EMR Stock Holding History

Lokken Investment Group’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
Q3 		$237K Buy
+1,803
New +$246K 0.08% 133
2021
Q4 		– Sell
-6,591
Closed -$621K – 136
2021
Q3 		$621K Sell
6,591
-342
-5% -$34.1K 0.49% 46
2021
Q2 		$667K Buy
6,933
+415
+6% +$39K 0.54% 45
2021
Q1 		$588K Sell
6,518
-200
-3% -$17.2K 0.52% 47
2020
Q4 		$540K Buy
+6,718
New +$499K 0.49% 46

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lokken Investment Group's EMR Position: Q3 2025 in Review

Lokken Investment Group opened a new position in Emerson Electric (EMR) in Q3 2025: 1,803 shares worth $237K. The stake represents 0.08% of the portfolio and ranks #133 among its holdings. This is a return to the name: Lokken Investment Group previously reported a position in EMR as recently as Q3 2021.

Lokken Investment Group first reported a position in EMR in Q4 2020 and has held it in 5 quarters since. The position peaked at $667K in Q2 2021. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

  • Lokken Investment Group held 1,803 shares of Emerson Electric worth $237K as of Q3 2025.
  • Emerson Electric was a new Lokken Investment Group position in Q3 2025.
  • Emerson Electric made up 0.08% of Lokken Investment Group's portfolio in Q3 2025, its #133 holding.
  • Lokken Investment Group first reported a position in Emerson Electric in Q4 2020 and has held it in 5 quarters since.
  • Lokken Investment Group's Emerson Electric position peaked at $667K in Q2 2021.
  • 2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.