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Peninsula Asset Management’s Emerson Electric EMR Stock Holding History

Peninsula Asset 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 		$5.33M Sell
40,700
-1,490
-4% -$214K 2.72% 15
2025
Q4 		$5.6M Sell
42,190
-330
-0.8% -$43.8K 2.87% 14
2025
Q3 		$5.58M Sell
42,520
-330
-0.8% -$45K 2.86% 15
2025
Q2 		$5.71M Buy
42,850
+390
+0.9% +$44.7K 3.02% 14
2025
Q1 		$4.66M Sell
42,460
-1,165
-3% -$140K 2.58% 15
2024
Q4 		$5.41M Sell
43,625
-830
-2% -$101K 2.87% 14
2024
Q3 		$4.86M Sell
44,455
-25
-0.1% -$2.69K 2.45% 16
2024
Q2 		$4.9M Buy
44,480
+230
+0.5% +$25.4K 2.69% 14
2024
Q1 		$5.02M Buy
44,250
+7,209
+19% +$740K 2.69% 13
2023
Q4 		$3.61M Sell
37,041
-95
-0.3% -$8.7K 2.1% 20
2023
Q3 		$3.59M Sell
37,136
-635
-2% -$60.5K 2.26% 17
2023
Q2 		$3.41M Sell
37,771
-30
-0.1% -$2.52K 2.01% 23
2023
Q1 		$3.29M Sell
37,801
-590
-2% -$51.6K 2.06% 22
2022
Q4 		$3.69M Sell
38,391
-1,280
-3% -$115K 2.26% 21
2022
Q3 		$2.9M Sell
39,671
-125
-0.3% -$10.4K 1.86% 26
2022
Q2 		$3.17M Sell
39,796
-1,295
-3% -$114K 1.93% 25
2022
Q1 		$4.03M Buy
41,091
+261
+0.6% +$24.7K 2.04% 22
2021
Q4 		$3.8M Sell
40,830
-1,105
-3% -$104K 1.8% 26
2021
Q3 		$3.95M Buy
41,935
+1,470
+4% +$147K 2.03% 22
2021
Q2 		$3.89M Buy
40,465
+90
+0.2% +$8.46K 2.04% 22
2021
Q1 		$3.64M Buy
40,375
+1,150
+3% +$98.9K 2.03% 22
2020
Q4 		$3.15M Buy
39,225
+460
+1% +$34.2K 1.92% 24
2020
Q3 		$2.54M Sell
38,765
-1,345
-3% -$88.6K 1.7% 26
2020
Q2 		$2.49M Buy
40,110
+5,582
+16% +$317K 1.78% 25
2020
Q1 		$1.65M Buy
34,528
+3,233
+10% +$213K 1.35% 30
2019
Q4 		$2.39M Sell
31,295
-5
-0% -$360 1.58% 27
2019
Q3 		$2.09M Sell
31,300
-80
-0.3% -$5.03K 1.43% 30
2019
Q2 		$2.09M Sell
31,380
-180
-0.6% -$12.1K 1.48% 29
2019
Q1 		$2.16M Sell
31,560
-660
-2% -$43.4K 1.56% 28
2018
Q4 		$1.93M Sell
32,220
-590
-2% -$39.8K 1.6% 28
2018
Q3 		$2.51M Sell
32,810
-697
-2% -$51.4K 1.73% 25
2018
Q2 		$2.32M Buy
33,507
+1,410
+4% +$99.1K 1.68% 26
2018
Q1 		$2.19M Sell
32,097
-1,920
-6% -$137K 1.61% 27
2017
Q4 		$2.42M Buy
34,017
+1,722
+5% +$112K 1.79% 26
2017
Q3 		$2.03M Buy
32,295
+95
+0.3% +$5.73K 1.49% 31
2017
Q2 		$1.92M Buy
32,200
+172
+0.5% +$10.2K 1.44% 33
2017
Q1 		$1.92M Buy
32,028
+390
+1% +$23.3K 1.48% 37
2016
Q4 		$1.76M Sell
31,638
-1,578
-5% -$84.9K 1.43% 35
2016
Q3 		$1.81M Buy
33,216
+1,688
+5% +$90.5K 1.39% 37
2016
Q2 		$1.65M Buy
31,528
+510
+2% +$27.1K 1.35% 35
2016
Q1 		$1.69M Sell
31,018
-75
-0.2% -$3.62K 1.42% 33
2015
Q4 		$1.49M Sell
31,093
-3,033
-9% -$144K 1.3% 34
2015
Q3 		$1.51M Buy
34,126
+1,313
+4% +$64.6K 1.25% 37
2015
Q2 		$1.82M Sell
32,813
-615
-2% -$36.1K 1.49% 35
2015
Q1 		$1.97M Sell
33,428
-1,000
-3% -$58.1K 1.58% 34
2014
Q4 		$2.13M Sell
34,428
-60
-0.2% -$3.76K 1.74% 30
2014
Q3 		$2.16M Sell
34,488
-90
-0.3% -$5.84K 1.81% 28
2014
Q2 		$2.29M Sell
34,578
-1,758
-5% -$118K 1.89% 25
2014
Q1 		$2.43M Sell
36,336
-477
-1% -$31.4K 1.98% 21
2013
Q4 		$2.58M Buy
36,813
+918
+3% +$61.3K 2.09% 16
2013
Q3 		$2.32M Sell
35,895
-270
-0.7% -$16.5K 2.09% 17
2013
Q2 		$1.97M Buy
+36,165
New +$2.03M 1.85% 30

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

Peninsula Asset Management's EMR Position: Q1 2026 in Review

Peninsula Asset Management reduced its Emerson Electric (EMR) stake by 3.5% in Q1 2026, selling an estimated $214K and leaving 40,700 shares worth $5.33M. The position accounts for 2.72% of the portfolio, ranked #15.

Peninsula Asset Management first reported a position in EMR in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.71M in Q2 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Peninsula Asset Management held 40,700 shares of Emerson Electric worth $5.33M as of Q1 2026.
  • Peninsula Asset Management sold 1,490 Emerson Electric shares in Q1 2026, an estimated $214K.
  • Emerson Electric made up 2.72% of Peninsula Asset Management's portfolio in Q1 2026, its #15 holding.
  • Peninsula Asset Management first reported a position in Emerson Electric in Q2 2013 and has held it in 52 quarters since.
  • Peninsula Asset Management's Emerson Electric position peaked at $5.71M in Q2 2025.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Peninsula Asset Management's 13F filing for Q1 2026, filed 5 May 2026.