Marathon Capital Management’s Emerson Electric EMR Stock Holding History

Marathon Capital 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	$271K	Hold	2,067	–	–	0.06%	144
2025 Q4	$274K	Hold	2,067	–	–	0.06%	138
2025 Q3	$271K	Hold	2,067	–	–	0.06%	128
2025 Q2	$276K	Sell	2,067 -250	-11%	-$28.7K	0.07%	123
2025 Q1	$254K	Hold	2,317	–	–	0.07%	126
2024 Q4	$287K	Hold	2,317	–	–	0.07%	117
2024 Q3	$253K	Hold	2,317	–	–	0.06%	126
2024 Q2	$255K	Buy	2,317 +192	+9%	+$21.2K	0.07%	118
2024 Q1	$241K	Hold	2,125	–	–	0.06%	117
2023 Q4	$207K	Hold	2,125	–	–	0.05%	136
2023 Q3	$205K	Buy	+2,125	New	+$202K	0.05%	137
2021 Q4	–	Sell	-3,197	Closed	-$302K	–	182
2021 Q3	$302K	Buy	3,197 +1,012	+46%	+$101K	0.07%	156
2021 Q2	$210K	Buy	+2,185	New	+$205K	0.05%	184
2014 Q3	–	Sell	-3,140	Closed	-$208K	–	92
2014 Q2	$208K	Sell	3,140 -50	-2%	-$3.36K	0.17%	73
2014 Q1	$213K	Hold	3,190	–	–	0.16%	71
2013 Q4	$224K	Hold	3,190	–	–	0.16%	71
2013 Q3	$206K	Buy	+3,190	New	+$195K	0.18%	65

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marathon Capital Management's EMR Position: Q1 2026 in Review

Marathon Capital Management held its Emerson Electric (EMR) position steady in Q1 2026 at 2,067 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #144.

Marathon Capital Management first reported a position in EMR in Q3 2013 and has held it in 17 quarters since. The position peaked at $302K in Q3 2021. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Marathon Capital Management held 2,067 shares of Emerson Electric worth $271K as of Q1 2026.
Marathon Capital Management left its Emerson Electric share count unchanged in Q1 2026.
Emerson Electric made up 0.06% of Marathon Capital Management's portfolio in Q1 2026, its #144 holding.
Marathon Capital Management first reported a position in Emerson Electric in Q3 2013 and has held it in 17 quarters since.
Marathon Capital Management's Emerson Electric position peaked at $302K in Q3 2021.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.