Patrick M. Sweeney & Associates’s Emerson Electric EMR Stock Holding History

Patrick M. Sweeney & Associates’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	$711K	Buy	5,426 +76	+1%	+$10.9K	0.46%	59
2025 Q4	$710K	Buy	5,350 +95	+2%	+$12.6K	0.44%	57
2025 Q3	$689K	Buy	5,255 +1	+0%	+$136	0.45%	55
2025 Q2	$734K	Buy	5,254 +1	+0%	+$115	0.51%	47
2025 Q1	$576K	Buy	5,253 +2	+0%	+$241	0.43%	64
2024 Q4	$651K	Sell	5,251 -24	-0.5%	-$2.91K	0.49%	55
2024 Q3	$577K	Buy	5,275 +282	+6%	+$30.3K	0.42%	63
2024 Q2	$550K	Buy	4,993 +1	+0%	+$111	0.44%	58
2024 Q1	$566K	Buy	4,992 +182	+4%	+$18.7K	0.47%	54
2023 Q4	$468K	Buy	+4,810	New	+$440K	0.43%	61

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

Patrick M. Sweeney & Associates's EMR Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Emerson Electric (EMR) stake by 1.4% in Q1 2026, buying an estimated $10.9K and bringing the position to 5,426 shares worth $711K. The position accounts for 0.46% of the portfolio, ranked #59.

Patrick M. Sweeney & Associates first reported a position in EMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $734K in Q2 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Patrick M. Sweeney & Associates held 5,426 shares of Emerson Electric worth $711K as of Q1 2026.
Patrick M. Sweeney & Associates bought 76 Emerson Electric shares in Q1 2026, an estimated $10.9K.
Emerson Electric made up 0.46% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #59 holding.
Patrick M. Sweeney & Associates first reported a position in Emerson Electric in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Emerson Electric position peaked at $734K in Q2 2025.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.