LVW Advisors
EMR icon

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
Q3 		$722K Buy
4,656
+139
+3% +$20.9K 0.06% 198
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

LVW Advisors's EMR Position: Q3 2026 in Review

LVW Advisors increased its Emerson Electric (EMR) stake by 3.1% in Q3 2026, buying an estimated $20.9K and bringing the position to 4,656 shares worth $722K. The position accounts for 0.06% of the portfolio, ranked #198.

LVW Advisors first reported a position in EMR in Q4 2021 and has held it in 16 quarters since. The position peaked at $850K in Q3 2025. 1,531 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • LVW Advisors held 4,656 shares of Emerson Electric worth $722K as of Q3 2026.
  • LVW Advisors bought 139 Emerson Electric shares in Q3 2026, an estimated $20.9K.
  • Emerson Electric made up 0.06% of LVW Advisors's portfolio in Q3 2026, its #198 holding.
  • LVW Advisors first reported a position in Emerson Electric in Q4 2021 and has held it in 16 quarters since.
  • LVW Advisors's Emerson Electric position peaked at $850K in Q3 2025.
  • 1,531 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.