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Longfellow Investment Management’s Emerson Electric EMR Stock Holding History

Longfellow Investment Management’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 		$1.36M Sell
10,393
-244
-2% -$35.1K 0.28% 67
2025
Q4 		$1.41M Buy
10,637
+3,051
+40% +$405K 0.32% 47
2025
Q3 		$995K Sell
7,586
-1,541
-17% -$210K 0.24% 72
2025
Q2 		$1.22M Buy
9,127
+26
+0.3% +$2.98K 0.3% 57
2025
Q1 		$998K Buy
9,101
+4,293
+89% +$518K 0.24% 60
2024
Q4 		$596K Sell
4,808
-308
-6% -$37.4K 0.15% 81
2024
Q3 		$560K Buy
5,116
+5,097
+26,826% +$548K 0.14% 89
2024
Q2 		$2.15K Sell
19
-4,190
-100% -$463K ﹤0.01% 212
2024
Q1 		$477K Buy
4,209
+29
+0.7% +$2.98K 0.11% 96
2023
Q4 		$407K Buy
4,180
+4,154
+15,977% +$380K 0.1% 101
2023
Q3 		$2.56K Sell
26
-4,375
-99% -$417K ﹤0.01% 186
2023
Q2 		$398K Buy
4,401
+4,384
+25,788% +$369K 0.09% 112
2023
Q1 		$1.52K Hold
17
– – ﹤0.01% 228
2022
Q4 		$1.67K Sell
17
-6,086
-100% -$547K ﹤0.01% 228
2022
Q3 		$447K Hold
6,103
– – 0.09% 143
2022
Q2 		$487K Hold
6,103
– – 0.11% 140
2022
Q1 		$599K Hold
6,103
– – 0.1% 149
2021
Q4 		$568K Buy
6,103
+17
+0.3% +$1.6K 0.09% 148
2021
Q3 		$574K Hold
6,086
– – 0.09% 151
2021
Q2 		$586K Sell
6,086
-3,256
-35% -$306K 0.08% 160
2021
Q1 		$843K Sell
9,342
-1,390
-13% -$120K 0.1% 185
2020
Q4 		$863K Buy
+10,732
New +$798K 0.1% 162

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

Longfellow Investment Management's EMR Position: Q1 2026 in Review

Longfellow Investment Management reduced its Emerson Electric (EMR) stake by 2.3% in Q1 2026, selling an estimated $35.1K and leaving 10,393 shares worth $1.36M. The position accounts for 0.28% of the portfolio, ranked #67.

Longfellow Investment Management first reported a position in EMR in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.41M in Q4 2025. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Longfellow Investment Management held 10,393 shares of Emerson Electric worth $1.36M as of Q1 2026.
  • Longfellow Investment Management sold 244 Emerson Electric shares in Q1 2026, an estimated $35.1K.
  • Emerson Electric made up 0.28% of Longfellow Investment Management's portfolio in Q1 2026, its #67 holding.
  • Longfellow Investment Management first reported a position in Emerson Electric in Q4 2020 and has held it in 22 quarters since.
  • Longfellow Investment Management's Emerson Electric position peaked at $1.41M in Q4 2025.
  • 2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.