RW Investment Management’s Emerson Electric EMR Stock Holding History

RW Investment 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	$269K	Buy	+2,050	New	+$295K	0.03%	95
2025 Q3	$269K	Sell	2,050 -32	-2%	-$4.36K	0.03%	92
2025 Q2	$278K	Buy	2,082 +32	+2%	+$3.67K	0.03%	90
2025 Q1	$225K	Hold	2,050	–	–	0.03%	91
2024 Q4	$254K	Hold	2,050	–	–	0.03%	85
2024 Q3	$224K	Hold	2,050	–	–	0.03%	90
2024 Q2	$226K	Hold	2,050	–	–	0.03%	82
2024 Q1	$233K	Sell	2,050 -200	-9%	-$20.5K	0.03%	83
2023 Q4	$219K	Hold	2,250	–	–	0.03%	80
2023 Q3	$217K	Hold	2,250	–	–	0.04%	78
2023 Q2	$203K	Sell	2,250 -300	-12%	-$25.3K	0.04%	84
2023 Q1	$222K	Hold	2,550	–	–	0.06%	80
2022 Q4	$245K	Buy	+2,550	New	+$229K	0.1%	69

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

RW Investment Management's EMR Position: Q1 2026 in Review

RW Investment Management opened a new position in Emerson Electric (EMR) in Q1 2026: 2,050 shares worth $269K. The stake represents 0.03% of the portfolio and ranks #95 among its holdings. This is a return to the name: RW Investment Management previously reported a position in EMR as recently as Q3 2025.

RW Investment Management first reported a position in EMR in Q4 2022 and has held it in 13 quarters since. The position peaked at $278K in Q2 2025. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

RW Investment Management held 2,050 shares of Emerson Electric worth $269K as of Q1 2026.
Emerson Electric was a new RW Investment Management position in Q1 2026.
Emerson Electric made up 0.03% of RW Investment Management's portfolio in Q1 2026, its #95 holding.
RW Investment Management first reported a position in Emerson Electric in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Emerson Electric position peaked at $278K in Q2 2025.
2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.