Richardson Financial Services’s Emerson Electric EMR Stock Holding History

Richardson Financial Services’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	$32.1K	Buy	245 +85	+53%	+$12.2K	0.02%	369
2025 Q4	$21.3K	Buy	160 +75	+88%	+$9.95K	0.01%	398
2025 Q3	$11.2K	Buy	85 +72	+554%	+$9.82K	0.01%	430
2025 Q2	$1.76K	Hold	13	–	–	﹤0.01%	483
2025 Q1	$1.43K	Hold	13	–	–	﹤0.01%	490
2024 Q4	$1.61K	Sell	13 -120	-90%	-$14.6K	﹤0.01%	495
2024 Q3	$14.7K	Hold	133	–	–	0.01%	371
2024 Q2	$14.7K	Sell	133 -45	-25%	-$4.98K	0.01%	349
2024 Q1	$20.2K	Sell	178 -2,102	-92%	-$216K	0.01%	347
2023 Q4	$222K	Buy	+2,280	New	+$209K	0.19%	119

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

Richardson Financial Services's EMR Position: Q1 2026 in Review

Richardson Financial Services increased its Emerson Electric (EMR) stake by 53% in Q1 2026, buying an estimated $12.2K and bringing the position to 245 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #369.

Richardson Financial Services first reported a position in EMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $222K in Q4 2023. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Richardson Financial Services held 245 shares of Emerson Electric worth $32.1K as of Q1 2026.
Richardson Financial Services bought 85 Emerson Electric shares in Q1 2026, an estimated $12.2K.
Emerson Electric made up 0.02% of Richardson Financial Services's portfolio in Q1 2026, its #369 holding.
Richardson Financial Services first reported a position in Emerson Electric in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's Emerson Electric position peaked at $222K in Q4 2023.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.