SMA Capital’s Emerson Electric EMR Stock Holding History

SMA Capital’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 Q2	–	Sell	-35,000	Closed	-$4.59M	–	142
2026 Q1	$4.59M	Buy	+35,000	New	+$5.03M	1.98%	23

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SMA Capital's EMR Position: Q2 2026 in Review

SMA Capital sold out of Emerson Electric (EMR) in Q2 2026, closing a stake of 35,000 shares — an estimated $4.59M sold.

SMA Capital first reported a position in EMR in Q1 2026 and held it in 1 quarter. The position peaked at $4.59M in Q1 2026. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

SMA Capital reported no remaining Emerson Electric position as of Q2 2026 after selling out during the quarter.
SMA Capital sold 35,000 Emerson Electric shares in Q2 2026, an estimated $4.59M.
SMA Capital first reported a position in Emerson Electric in Q1 2026 and held it in 1 quarter.
SMA Capital's Emerson Electric position peaked at $4.59M in Q1 2026.
2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.