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LVW Advisors’s Emerson Electric EMR Stock Holding History

LVW 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
2026
Q2 		$647K Sell
4,517
-594
-12% -$83.6K 0.06% 190
2026
Q1 		$670K Sell
5,111
-528
-9% -$75.9K 0.06% 162
2025
Q4 		$748K Sell
5,639
-842
-13% -$112K 0.08% 126
2025
Q3 		$850K Buy
6,481
+638
+11% +$87K 0.09% 119
2025
Q2 		$779K Buy
5,843
+2,296
+65% +$263K 0.09% 136
2025
Q1 		$389K Buy
3,547
+659
+23% +$79.4K 0.05% 207
2024
Q4 		$358K Sell
2,888
-219
-7% -$26.6K 0.04% 224
2024
Q3 		$340K Sell
3,107
-1,734
-36% -$187K 0.04% 226
2024
Q2 		$533K Buy
4,841
+603
+14% +$66.7K 0.08% 160
2024
Q1 		$481K Buy
4,238
+1,512
+55% +$155K 0.08% 171
2023
Q4 		$265K Buy
+2,726
New +$250K 0.05% 220
2023
Q1 		– Sell
-2,536
Closed -$244K – 237
2022
Q4 		$244K Buy
+2,536
New +$228K 0.05% 202
2022
Q3 		– Sell
-2,702
Closed -$215K – 225
2022
Q2 		$215K Buy
2,702
+138
+5% +$12.2K 0.04% 219
2022
Q1 		$251K Buy
2,564
+28
+1% +$2.65K 0.04% 211
2021
Q4 		$236K Buy
+2,536
New +$239K 0.04% 220

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

LVW Advisors's EMR Position: Q2 2026 in Review

LVW Advisors reduced its Emerson Electric (EMR) stake by 12% in Q2 2026, selling an estimated $83.6K and leaving 4,517 shares worth $647K. The position accounts for 0.06% of the portfolio, ranked #190.

LVW Advisors first reported a position in EMR in Q4 2021 and has held it in 15 quarters since. The position peaked at $850K in Q3 2025. 1,079 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • LVW Advisors held 4,517 shares of Emerson Electric worth $647K as of Q2 2026.
  • LVW Advisors sold 594 Emerson Electric shares in Q2 2026, an estimated $83.6K.
  • Emerson Electric made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #190 holding.
  • LVW Advisors first reported a position in Emerson Electric in Q4 2021 and has held it in 15 quarters since.
  • LVW Advisors's Emerson Electric position peaked at $850K in Q3 2025.
  • 1,079 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.