Lynch Asset Management’s Emerson Electric EMR Stock Holding History

Lynch Asset 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 Q3	$4.27M	Hold	27,500	–	–	1.09%	24
2026 Q2	$3.94M	Hold	27,500	–	–	1.08%	26
2026 Q1	$3.6M	Hold	27,500	–	–	1.21%	26
2025 Q4	$3.65M	Hold	27,500	–	–	1.15%	26
2025 Q3	$3.61M	Sell	27,500 -2,500	-8%	-$341K	1.15%	27
2025 Q2	$4M	Hold	30,000	–	–	1.41%	23
2025 Q1	$3.29M	Hold	30,000	–	–	1.48%	24
2024 Q4	$3.72M	Hold	30,000	–	–	1.51%	21
2024 Q3	$3.28M	Hold	30,000	–	–	1.38%	25
2024 Q2	$3.3M	Hold	30,000	–	–	1.41%	21
2024 Q1	$3.4M	Hold	30,000	–	–	1.6%	22
2023 Q4	$2.92M	Hold	30,000	–	–	1.67%	23
2023 Q3	$2.9M	Hold	30,000	–	–	1.9%	17
2023 Q2	$2.71M	Hold	30,000	–	–	1.74%	21
2023 Q1	$2.61M	Hold	30,000	–	–	1.88%	20
2022 Q4	$2.88M	Hold	30,000	–	–	2.48%	15
2022 Q3	$2.2M	Hold	30,000	–	–	1.97%	21
2022 Q2	$2.39M	Hold	30,000	–	–	1.95%	20
2022 Q1	$2.94M	Hold	30,000	–	–	2.1%	19
2021 Q4	$2.79M	Buy	+30,000	New	+$2.82M	1.94%	22

Other funds holding EMR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Lynch Asset Management's EMR Position: Q3 2026 in Review

Lynch Asset Management held its Emerson Electric (EMR) position steady in Q3 2026 at 27,500 shares worth $4.27M. The position accounts for 1.09% of the portfolio, ranked #24.

Lynch Asset Management first reported a position in EMR in Q4 2021 and has held it in 20 quarters since. 1,922 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Lynch Asset Management held 27,500 shares of Emerson Electric worth $4.27M as of Q3 2026.
Lynch Asset Management left its Emerson Electric share count unchanged in Q3 2026.
Emerson Electric made up 1.09% of Lynch Asset Management's portfolio in Q3 2026, its #24 holding.
Lynch Asset Management first reported a position in Emerson Electric in Q4 2021 and has held it in 20 quarters since.
1,922 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Lynch Asset Management's 13F filing for Q3 2026, filed 28 Oct 2026.