MBA Advisors’s Emerson Electric EMR Stock Holding History

MBA 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 Q1	$508K	Buy	3,875 +13	+0.3%	+$1.87K	0.2%	83
2025 Q4	$513K	Hold	3,862	–	–	0.21%	85
2025 Q3	$507K	Sell	3,862 -159	-4%	-$21.7K	0.22%	80
2025 Q2	$536K	Buy	4,021 +1,110	+38%	+$127K	0.25%	76
2025 Q1	$319K	Buy	2,911 +390	+15%	+$47K	0.16%	103
2024 Q4	$312K	Buy	2,521 +41	+2%	+$4.97K	0.16%	103
2024 Q3	$271K	Buy	2,480 +41	+2%	+$4.41K	0.13%	112
2024 Q2	$269K	Buy	2,439 +170	+7%	+$18.8K	0.14%	111
2024 Q1	$257K	Buy	+2,269	New	+$233K	0.13%	110
2022 Q2	–	Sell	-2,118	Closed	-$208K	–	135
2022 Q1	$208K	Sell	2,118 -215	-9%	-$20.4K	0.13%	140
2021 Q4	$217K	Sell	2,333 -8	-0.3%	-$753	0.13%	140
2021 Q3	$221K	Sell	2,341 -193	-8%	-$19.3K	0.16%	126
2021 Q2	$244	Hold	2,534	–	–	0.11%	118
2021 Q1	$229	Buy	+2,534	New	+$218K	0.13%	121

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

MBA Advisors's EMR Position: Q1 2026 in Review

MBA Advisors increased its Emerson Electric (EMR) stake by 0.34% in Q1 2026, buying an estimated $1.87K and bringing the position to 3,875 shares worth $508K. The position accounts for 0.2% of the portfolio, ranked #83.

MBA Advisors first reported a position in EMR in Q1 2021 and has held it in 14 quarters since. The position peaked at $536K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

MBA Advisors held 3,875 shares of Emerson Electric worth $508K as of Q1 2026.
MBA Advisors bought 13 Emerson Electric shares in Q1 2026, an estimated $1.87K.
Emerson Electric made up 0.2% of MBA Advisors's portfolio in Q1 2026, its #83 holding.
MBA Advisors first reported a position in Emerson Electric in Q1 2021 and has held it in 14 quarters since.
MBA Advisors's Emerson Electric position peaked at $536K in Q2 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.