Smithbridge Asset Management’s Emerson Electric EMR Stock Holding History

Smithbridge Asset 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 Q2	$1.65M	Sell	11,516 -2,250	-16%	-$317K	0.22%	82
2026 Q1	$1.8M	Buy	13,766 +6,966	+102%	+$1M	0.27%	84
2025 Q4	$902K	Buy	6,800 +4,400	+183%	+$584K	0.08%	108
2025 Q3	$315K	Hold	2,400	–	–	0.05%	135
2025 Q2	$320K	Hold	2,400	–	–	0.06%	110
2025 Q1	$263K	Buy	+2,400	New	+$289K	0.05%	112
2024 Q3	$279K	Hold	2,550	–	–	0.05%	127
2024 Q2	$281K	Hold	2,550	–	–	0.06%	127
2024 Q1	$289K	Hold	2,550	–	–	0.06%	124
2023 Q4	$248K	Hold	2,550	–	–	0.06%	132
2023 Q3	$246K	Buy	+2,550	New	+$243K	0.06%	131
2015 Q1	–	Sell	-3,500	Closed	-$216K	–	52
2014 Q4	$216K	Hold	3,500	–	–	0.18%	50
2014 Q3	$219K	Hold	3,500	–	–	0.18%	50
2014 Q2	$232K	Hold	3,500	–	–	0.2%	49
2014 Q1	$234K	Hold	3,500	–	–	0.21%	49
2013 Q4	$246K	Buy	+3,500	New	+$234K	0.23%	45

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

Smithbridge Asset Management's EMR Position: Q2 2026 in Review

Smithbridge Asset Management reduced its Emerson Electric (EMR) stake by 16% in Q2 2026, selling an estimated $317K and leaving 11,516 shares worth $1.65M. The position accounts for 0.22% of the portfolio, ranked #82.

Smithbridge Asset Management first reported a position in EMR in Q4 2013 and has held it in 16 quarters since. The position peaked at $1.8M in Q1 2026. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Smithbridge Asset Management held 11,516 shares of Emerson Electric worth $1.65M as of Q2 2026.
Smithbridge Asset Management sold 2,250 Emerson Electric shares in Q2 2026, an estimated $317K.
Emerson Electric made up 0.22% of Smithbridge Asset Management's portfolio in Q2 2026, its #82 holding.
Smithbridge Asset Management first reported a position in Emerson Electric in Q4 2013 and has held it in 16 quarters since.
Smithbridge Asset Management's Emerson Electric position peaked at $1.8M in Q1 2026.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.