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LRI Investments’s Emerson Electric EMR Stock Holding History

LRI Investments’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 		$786K Sell
5,492
-833
-13% -$117K 0.06% 148
2026
Q1 		$829K Buy
6,325
+1,310
+26% +$188K 0.07% 129
2025
Q4 		$666K Sell
5,015
-471
-9% -$62.5K 0.05% 146
2025
Q3 		$720K Buy
5,486
+327
+6% +$44.6K 0.06% 147
2025
Q2 		$688K Hold
5,159
– – 0.06% 146
2025
Q1 		$566K Sell
5,159
-215
-4% -$25.9K 0.05% 153
2024
Q4 		$666K Hold
5,374
– – 0.06% 112
2024
Q3 		$693K Hold
5,374
– – 0.07% 117
2024
Q2 		$592K Hold
5,374
– – 0.07% 100
2024
Q1 		$610K Buy
+5,374
New +$552K 0.15% 67

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LRI Investments's EMR Position: Q2 2026 in Review

LRI Investments reduced its Emerson Electric (EMR) stake by 13% in Q2 2026, selling an estimated $117K and leaving 5,492 shares worth $786K. The position accounts for 0.06% of the portfolio, ranked #148.

LRI Investments first reported a position in EMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $829K in Q1 2026. 2,289 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • LRI Investments held 5,492 shares of Emerson Electric worth $786K as of Q2 2026.
  • LRI Investments sold 833 Emerson Electric shares in Q2 2026, an estimated $117K.
  • Emerson Electric made up 0.06% of LRI Investments's portfolio in Q2 2026, its #148 holding.
  • LRI Investments first reported a position in Emerson Electric in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Emerson Electric position peaked at $829K in Q1 2026.
  • 2,289 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.