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McDaniel Terry & Co’s Emerson Electric EMR Stock Holding History

McDaniel Terry & Co’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 		$37.1M Buy
283,074
+13,736
+5% +$1.98M 3.15% 13
2025
Q4 		$35.7M Sell
269,338
-16,102
-6% -$2.14M 3.11% 14
2025
Q3 		$37.4M Sell
285,440
-744
-0.3% -$101K 3.01% 11
2025
Q2 		$38.2M Sell
286,184
-373
-0.1% -$42.8K 3.12% 13
2025
Q1 		$31.4M Sell
286,557
-7,701
-3% -$928K 2.75% 16
2024
Q4 		$36.5M Buy
294,258
+13,391
+5% +$1.62M 2.99% 13
2024
Q3 		$30.7M Buy
280,867
+2,915
+1% +$314K 2.57% 15
2024
Q2 		$30.6M Buy
277,952
+3,714
+1% +$411K 2.67% 15
2024
Q1 		$31.1M Sell
274,238
-5,717
-2% -$587K 2.77% 13
2023
Q4 		$27.2M Sell
279,955
-2,019
-0.7% -$185K 2.61% 18
2023
Q3 		$27.2M Buy
281,974
+2,734
+1% +$260K 2.84% 14
2023
Q2 		$25.2M Sell
279,240
-1,202
-0.4% -$101K 2.57% 17
2023
Q1 		$24.4M Buy
280,442
+1,480
+0.5% +$129K 2.66% 17
2022
Q4 		$26.8M Sell
278,962
-279
-0.1% -$25.1K 3.12% 13
2022
Q3 		$20.4M Buy
279,241
+3,155
+1% +$262K 2.65% 15
2022
Q2 		$22M Buy
276,086
+3,949
+1% +$348K 2.71% 16
2022
Q1 		$26.7M Buy
272,137
+972
+0.4% +$92K 2.88% 13
2021
Q4 		$25.2M Buy
271,165
+6,604
+2% +$622K 2.52% 16
2021
Q3 		$24.9M Buy
264,561
+3,662
+1% +$365K 2.91% 15
2021
Q2 		$25.1M Buy
260,899
+731
+0.3% +$68.7K 2.89% 15
2021
Q1 		$23.5M Buy
260,168
+833
+0.3% +$71.7K 2.87% 15
2020
Q4 		$20.8M Buy
259,335
+2,530
+1% +$188K 2.64% 17
2020
Q3 		$16.8M Sell
256,805
-1,016
-0.4% -$66.9K 2.38% 21
2020
Q2 		$16M Sell
257,821
-4,283
-2% -$243K 2.44% 22
2020
Q1 		$12.5M Sell
262,104
-237
-0.1% -$15.6K 2.3% 23
2019
Q4 		$20M Sell
262,341
-3,283
-1% -$237K 2.99% 15
2019
Q3 		$17.8M Sell
265,624
-2,838
-1% -$178K 2.85% 18
2019
Q2 		$17.9M Buy
268,462
+1,665
+0.6% +$112K 2.97% 20
2019
Q1 		$18.3M Sell
266,797
-992
-0.4% -$65.2K 3.13% 18
2018
Q4 		$16M Sell
267,789
-3,891
-1% -$262K 3.1% 18
2018
Q3 		$20.8M Sell
271,680
-2,736
-1% -$202K 3.51% 13
2018
Q2 		$19M Buy
274,416
+834
+0.3% +$58.6K 3.49% 13
2018
Q1 		$18.7M Sell
273,582
-1,330
-0.5% -$94.7K 3.42% 14
2017
Q4 		$19.2M Sell
274,912
-1,063
-0.4% -$68.9K 3.39% 16
2017
Q3 		$17.3M Sell
275,975
-7,246
-3% -$437K 3.28% 19
2017
Q2 		$16.9M Buy
283,221
+1,871
+0.7% +$111K 3.28% 19
2017
Q1 		$16.8M Buy
281,350
+3,152
+1% +$188K 3.3% 18
2016
Q4 		$15.5M Sell
278,198
-1,820
-0.6% -$97.9K 3.22% 19
2016
Q3 		$15.3M Buy
280,018
+4,799
+2% +$257K 3.27% 19
2016
Q2 		$14.4M Sell
275,219
-811
-0.3% -$43.1K 3.22% 19
2016
Q1 		$15M Buy
276,030
+15,489
+6% +$747K 3.53% 16
2015
Q4 		$12.5M Buy
260,541
+5,912
+2% +$281K 3.25% 20
2015
Q3 		$11.2M Buy
254,629
+13,211
+5% +$650K 3.13% 22
2015
Q2 		$13.4M Buy
241,418
+9,195
+4% +$540K 3.37% 20
2015
Q1 		$13.1M Buy
232,223
+6,861
+3% +$399K 3.22% 21
2014
Q4 		$13.9M Buy
225,362
+7,570
+3% +$474K 3.29% 20
2014
Q3 		$13.6M Sell
217,792
-1,451
-0.7% -$94.2K 3.26% 19
2014
Q2 		$14.5M Buy
219,243
+3,355
+2% +$226K 3.46% 19
2014
Q1 		$14.4M Buy
215,888
+1,547
+0.7% +$102K 3.66% 16
2013
Q4 		$15M Buy
214,341
+10,907
+5% +$729K 3.8% 14
2013
Q3 		$13.2M Buy
203,434
+2,410
+1% +$147K 3.61% 13
2013
Q2 		$11M Buy
+201,024
New +$11.3M 3.25% 17

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

McDaniel Terry & Co's EMR Position: Q1 2026 in Review

McDaniel Terry & Co increased its Emerson Electric (EMR) stake by 5.1% in Q1 2026, buying an estimated $1.98M and bringing the position to 283,074 shares worth $37.1M. The position accounts for 3.15% of the portfolio, ranked #13.

McDaniel Terry & Co first reported a position in EMR in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.2M in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • McDaniel Terry & Co held 283,074 shares of Emerson Electric worth $37.1M as of Q1 2026.
  • McDaniel Terry & Co bought 13,736 Emerson Electric shares in Q1 2026, an estimated $1.98M.
  • Emerson Electric made up 3.15% of McDaniel Terry & Co's portfolio in Q1 2026, its #13 holding.
  • McDaniel Terry & Co first reported a position in Emerson Electric in Q2 2013 and has held it in 52 quarters since.
  • McDaniel Terry & Co's Emerson Electric position peaked at $38.2M in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.