Mechanics Financial Corp’s Emerson Electric EMR Stock Holding History

Mechanics Financial Corp’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	$1.09M	Sell	8,318 -25	-0.3%	-$3.6K	0.46%	49
2025 Q4	$1.11M	Hold	8,343	–	–	0.41%	49
2025 Q3	$1.09M	Sell	8,343 -19	-0.2%	-$2.59K	0.41%	50
2025 Q2	$1.11M	Buy	8,362 +95	+1%	+$10.9K	0.47%	48
2025 Q1	$906K	Hold	8,267	–	–	0.41%	57
2024 Q4	$1.02M	Sell	8,267 -50	-0.6%	-$6.06K	0.46%	51
2024 Q3	$910K	Hold	8,317	–	–	0.4%	60
2024 Q2	$916K	Hold	8,317	–	–	0.47%	52
2024 Q1	$943K	Hold	8,317	–	–	0.49%	52
2023 Q4	$809K	Buy	8,317 +250	+3%	+$22.9K	0.46%	51
2023 Q3	$779K	Hold	8,067	–	–	0.43%	51
2023 Q2	$729K	Buy	8,067 +75	+0.9%	+$6.31K	0.4%	50
2023 Q1	$696K	Hold	7,992	–	–	0.41%	50
2022 Q4	$768K	Hold	7,992	–	–	0.46%	46
2022 Q3	$585K	Buy	7,992 +50	+0.6%	+$4.15K	0.38%	52
2022 Q2	$632K	Hold	7,942	–	–	0.38%	52
2022 Q1	$779K	Buy	7,942 +50	+0.6%	+$4.73K	0.4%	49
2021 Q4	$734K	Buy	+7,892	New	+$743K	0.35%	54

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

Mechanics Financial Corp's EMR Position: Q1 2026 in Review

Mechanics Financial Corp reduced its Emerson Electric (EMR) stake by 0.3% in Q1 2026, selling an estimated $3.6K and leaving 8,318 shares worth $1.09M. The position accounts for 0.46% of the portfolio, ranked #49.

Mechanics Financial Corp first reported a position in EMR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Mechanics Financial Corp held 8,318 shares of Emerson Electric worth $1.09M as of Q1 2026.
Mechanics Financial Corp sold 25 Emerson Electric shares in Q1 2026, an estimated $3.6K.
Emerson Electric made up 0.46% of Mechanics Financial Corp's portfolio in Q1 2026, its #49 holding.
Mechanics Financial Corp first reported a position in Emerson Electric in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's Emerson Electric position peaked at $1.11M in Q2 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.