RIA
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Regal Investment Advisors’s Emerson Electric EMR Stock Holding History

Regal Investment 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 		$9.18M Buy
70,041
+321
+0.5% +$46.2K 0.53% 43
2025
Q4 		$9.25M Buy
69,720
+1,838
+3% +$244K 0.55% 39
2025
Q3 		$8.9M Buy
67,882
+4,176
+7% +$569K 0.58% 38
2025
Q2 		$8.49M Buy
63,706
+1,154
+2% +$132K 0.64% 34
2025
Q1 		$6.86M Sell
62,552
-23,432
-27% -$2.82M 0.55% 44
2024
Q4 		$10.7M Sell
85,984
-1,806
-2% -$219K 0.8% 21
2024
Q3 		$9.6M Sell
87,790
-1,605
-2% -$173K 0.67% 29
2024
Q2 		$9.85M Sell
89,395
-6,851
-7% -$758K 0.64% 33
2024
Q1 		$10.9M Sell
96,246
-3,600
-4% -$370K 0.75% 28
2023
Q4 		$9.72M Sell
99,846
-142
-0.1% -$13K 0.74% 29
2023
Q3 		$9.66M Sell
99,988
-3,390
-3% -$323K 0.81% 25
2023
Q2 		$9.34M Sell
103,378
-642
-0.6% -$54K 0.78% 27
2023
Q1 		$9.06M Sell
104,020
-1,347
-1% -$118K 0.8% 25
2022
Q4 		$10.1M Buy
105,367
+2,597
+3% +$233K 0.98% 24
2022
Q3 		$7.53M Buy
102,770
+5,769
+6% +$479K 0.79% 29
2022
Q2 		$7.71M Buy
97,001
+2,500
+3% +$220K 0.8% 29
2022
Q1 		$9.27M Buy
94,501
+1,516
+2% +$144K 0.85% 25
2021
Q4 		$8.64M Buy
92,985
+1,037
+1% +$97.6K 0.77% 27
2021
Q3 		$8.66M Buy
91,948
+7,374
+9% +$736K 0.84% 27
2021
Q2 		$8.14M Buy
+84,574
New +$7.95M 0.82% 28
2021
Q1 		– Sell
-105,381
Closed -$8.47M – 131
2020
Q4 		$8.47M Buy
+105,381
New +$7.84M 0.96% 20
2020
Q1 		– Sell
-116,292
Closed -$8.87M – 95
2019
Q4 		$8.87M Sell
116,292
-5,150
-4% -$371K 1.6% 9
2019
Q3 		$8.12M Sell
121,442
-4,902
-4% -$308K 1.58% 9
2019
Q2 		$8.43M Buy
126,344
+3,456
+3% +$232K 1.64% 9
2019
Q1 		$8.41M Buy
122,888
+8,934
+8% +$588K 1.71% 7
2018
Q4 		$6.81M Buy
113,954
+32,247
+39% +$2.17M 1.49% 10
2018
Q3 		$6.26M Buy
81,707
+32,201
+65% +$2.38M 1.32% 15
2018
Q2 		$3.42M Sell
49,506
-31,637
-39% -$2.22M 1.04% 23
2018
Q1 		$5.54M Sell
81,143
-12
-0% -$854 1.22% 17
2017
Q4 		$5.66M Buy
81,155
+6,882
+9% +$446K 1.26% 17
2017
Q3 		$4.67M Buy
74,273
+12,555
+20% +$757K 1.09% 23
2017
Q2 		$3.68M Buy
61,718
+1,827
+3% +$108K 0.91% 29
2017
Q1 		$3.58M Buy
59,891
+6,992
+13% +$417K 0.94% 26
2016
Q4 		$2.95M Buy
52,899
+5,336
+11% +$287K 0.82% 40
2016
Q3 		$2.59M Buy
47,563
+6,998
+17% +$375K 0.74% 55
2016
Q2 		$2.12M Buy
40,565
+1,676
+4% +$89K 0.58% 71
2016
Q1 		$2.12M Sell
38,889
-4,312
-10% -$208K 0.57% 72
2015
Q4 		$2.07M Buy
43,201
+15,320
+55% +$729K 0.54% 73
2015
Q3 		$1.23M Buy
27,881
+9,151
+49% +$450K 0.32% 95
2015
Q2 		$1.04M Buy
18,730
+3,800
+25% +$223K 0.28% 100
2015
Q1 		$845K Buy
14,930
+2,866
+24% +$167K 0.21% 121
2014
Q4 		$745K Buy
12,064
+1,240
+11% +$77.7K 0.2% 122
2014
Q3 		$677K Buy
10,824
+1,524
+16% +$99K 0.2% 121
2014
Q2 		$617K Buy
9,300
+1,500
+19% +$101K 0.22% 113
2014
Q1 		$521K Sell
7,800
-498
-6% -$32.8K 0.22% 116
2013
Q4 		$582K Sell
8,298
-3,638
-30% -$243K 0.33% 96
2013
Q3 		$772K Buy
11,936
+395
+3% +$24.2K 0.45% 80
2013
Q2 		$629K Buy
+11,541
New +$649K 0.35% 96

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

Regal Investment Advisors's EMR Position: Q1 2026 in Review

Regal Investment Advisors increased its Emerson Electric (EMR) stake by 0.46% in Q1 2026, buying an estimated $46.2K and bringing the position to 70,041 shares worth $9.18M. The position accounts for 0.53% of the portfolio, ranked #43.

Regal Investment Advisors first reported a position in EMR in Q2 2013 and has held it in 48 quarters since. The position peaked at $10.9M in Q1 2024. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Regal Investment Advisors held 70,041 shares of Emerson Electric worth $9.18M as of Q1 2026.
  • Regal Investment Advisors bought 321 Emerson Electric shares in Q1 2026, an estimated $46.2K.
  • Emerson Electric made up 0.53% of Regal Investment Advisors's portfolio in Q1 2026, its #43 holding.
  • Regal Investment Advisors first reported a position in Emerson Electric in Q2 2013 and has held it in 48 quarters since.
  • Regal Investment Advisors's Emerson Electric position peaked at $10.9M in Q1 2024.
  • 2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.