Shelton Capital Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12M | Hold |
91,383
| – | – | 0.26% | 88 |
|
|
2025
Q4 | $12.1M | Sell |
91,383
-1
| -0% | -$133 | 0.24% | 96 |
|
|
2025
Q3 | $12M | Buy |
91,384
+88,249
| +2,815% | +$12M | 0.26% | 95 |
|
|
2025
Q2 | $418K | Sell |
3,135
-110
| -3% | -$12.6K | 0.01% | 390 |
|
|
2025
Q1 | $356K | Buy |
3,245
+9
| +0.3% | +$1.08K | 0.01% | 414 |
|
|
2024
Q4 | $401K | Sell |
3,236
-138
| -4% | -$16.7K | 0.01% | 399 |
|
|
2024
Q3 | $369K | Hold |
3,374
| – | – | 0.01% | 418 |
|
|
2024
Q2 | $372K | Sell |
3,374
-2
| -0.1% | -$221 | 0.01% | 408 |
|
|
2024
Q1 | $383K | Sell |
3,376
-62,299
| -95% | -$6.4M | 0.01% | 428 |
|
|
2023
Q4 | $6.39M | Buy |
65,675
+61,654
| +1,533% | +$5.65M | 0.2% | 118 |
|
|
2023
Q3 | $388K | Hold |
4,021
| – | – | 0.01% | 363 |
|
|
2023
Q2 | $363K | Buy |
4,021
+136
| +4% | +$11.4K | 0.01% | 407 |
|
|
2023
Q1 | $339K | Buy |
3,885
+92
| +2% | +$8.04K | 0.01% | 415 |
|
|
2022
Q4 | $364K | Sell |
3,793
-366
| -9% | -$32.9K | 0.04% | 364 |
|
|
2022
Q3 | $305K | Sell |
4,159
-1,600
| -28% | -$133K | 0.01% | 433 |
|
|
2022
Q2 | $458K | Hold |
5,759
| – | – | 0.02% | 341 |
|
|
2022
Q1 | $565K | Sell |
5,759
-107,000
| -95% | -$10.1M | 0.02% | 336 |
|
|
2021
Q4 | $10.5M | Sell |
112,759
-42,654
| -27% | -$4.02M | 0.37% | 58 |
|
|
2021
Q3 | $14.6M | Sell |
155,413
-13,573
| -8% | -$1.35M | 0.57% | 33 |
|
|
2021
Q2 | $16.3M | Buy |
168,986
+40,816
| +32% | +$3.84M | 0.61% | 30 |
|
|
2021
Q1 | $11.6M | Hold |
128,170
| – | – | 0.4% | 48 |
|
|
2020
Q4 | $10.3M | Sell |
128,170
-614
| -0.5% | -$45.7K | 0.46% | 42 |
|
|
2020
Q3 | $8.44M | Hold |
128,784
| – | – | 0.35% | 59 |
|
|
2020
Q2 | $7.99M | Sell |
128,784
-354
| -0.3% | -$20.1K | 0.44% | 43 |
|
|
2020
Q1 | $6.15M | Hold |
129,138
| – | – | 0.45% | 47 |
|
|
2019
Q4 | $9.85M | Sell |
129,138
-1,392
| -1% | -$100K | 0.54% | 38 |
|
|
2019
Q3 | $8.73M | Hold |
130,530
| – | – | 0.52% | 46 |
|
|
2019
Q2 | $8.71M | Buy |
130,530
+121,593
| +1,361% | +$8.15M | 0.5% | 45 |
|
|
2019
Q1 | $131K | Sell |
8,937
-122,093
| -93% | -$8.03M | 0.51% | 40 |
|
|
2018
Q4 | $7.83M | Buy |
131,030
+124,994
| +2,071% | +$8.43M | 0.53% | 41 |
|
|
2018
Q3 | $462K | Sell |
6,036
-60
| -1% | -$4.43K | 0.03% | 385 |
|
|
2018
Q2 | $421K | Buy |
6,096
+60
| +1% | +$4.22K | 0.03% | 407 |
|
|
2018
Q1 | $412K | Hold |
6,036
| – | – | 0.03% | 415 |
|
|
2017
Q4 | $421K | Hold |
6,036
| – | – | 0.03% | 433 |
|
|
2017
Q3 | $379K | Hold |
6,036
| – | – | 0.03% | 463 |
|
|
2017
Q2 | $360K | Sell |
6,036
-230
| -4% | -$13.6K | 0.03% | 482 |
|
|
2017
Q1 | $375K | Sell |
6,266
-400
| -6% | -$23.9K | 0.03% | 473 |
|
|
2016
Q4 | $372K | Hold |
6,666
| – | – | 0.03% | 503 |
|
|
2016
Q3 | $363K | Buy |
6,666
+230
| +4% | +$12.3K | 0.03% | 498 |
|
|
2016
Q2 | $336K | Sell |
6,436
-50
| -0.8% | -$2.66K | 0.03% | 507 |
|
|
2016
Q1 | $353K | Buy |
6,486
+100
| +2% | +$4.82K | 0.03% | 487 |
|
|
2015
Q4 | $305K | Sell |
6,386
-647
| -9% | -$30.8K | 0.03% | 529 |
|
|
2015
Q3 | $311K | Buy |
7,033
+614
| +10% | +$30.2K | 0.03% | 517 |
|
|
2015
Q2 | $356K | Buy |
6,419
+883
| +16% | +$51.9K | 0.04% | 505 |
|
|
2015
Q1 | $313K | Buy |
5,536
+200
| +4% | +$11.6K | 0.03% | 579 |
|
|
2014
Q4 | $329K | Hold |
5,336
| – | – | 0.04% | 538 |
|
|
2014
Q3 | $334K | Hold |
5,336
| – | – | 0.04% | 502 |
|
|
2014
Q2 | $354K | Hold |
5,336
| – | – | 0.05% | 483 |
|
|
2014
Q1 | $356K | Hold |
5,336
| – | – | 0.05% | 455 |
|
|
2013
Q4 | $374K | Sell |
5,336
-3,000
| -36% | -$200K | 0.06% | 423 |
|
|
2013
Q3 | $539K | Buy |
8,336
+3,000
| +56% | +$183K | 0.09% | 261 |
|
|
2013
Q2 | $291K | Buy |
+5,336
| New | +$300K | 0.05% | 443 |
|
Other funds holding EMR
VCM
VPM
Shelton Capital Management's EMR Position: Q1 2026 in Review
Shelton Capital Management held its Emerson Electric (EMR) position steady in Q1 2026 at 91,383 shares worth $12M. The position accounts for 0.26% of the portfolio, ranked #88.
Shelton Capital Management first reported a position in EMR in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.3M in Q2 2021. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.
- Shelton Capital Management held 91,383 shares of Emerson Electric worth $12M as of Q1 2026.
- Shelton Capital Management left its Emerson Electric share count unchanged in Q1 2026.
- Emerson Electric made up 0.26% of Shelton Capital Management's portfolio in Q1 2026, its #88 holding.
- Shelton Capital Management first reported a position in Emerson Electric in Q2 2013 and has held it in 52 quarters since.
- Shelton Capital Management's Emerson Electric position peaked at $16.3M in Q2 2021.
- 2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.