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Stack Financial Management’s Emerson Electric EMR Stock Holding History

Stack Financial 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 		$21.6M Sell
150,577
-390
-0.3% -$54.9K 1.68% 26
2026
Q1 		$19.8M Sell
150,967
-1,034
-0.7% -$149K 1.45% 27
2025
Q4 		$20.2M Sell
152,001
-2,478
-2% -$329K 1.54% 27
2025
Q3 		$20.3M Sell
154,479
-3,149
-2% -$429K 1.68% 25
2025
Q2 		$21M Sell
157,628
-3,840
-2% -$441K 1.86% 22
2025
Q1 		$17.7M Buy
161,468
+187
+0.1% +$22.5K 1.47% 29
2024
Q4 		$20M Sell
161,281
-478
-0.3% -$58K 1.83% 24
2024
Q3 		$17.7M Buy
161,759
+2,303
+1% +$248K 1.59% 28
2024
Q2 		$17.6M Buy
159,456
+1,294
+0.8% +$143K 1.63% 27
2024
Q1 		$17.9M Buy
158,162
+3,517
+2% +$361K 1.65% 26
2023
Q4 		$15.1M Sell
154,645
-5,392
-3% -$494K 1.7% 28
2023
Q3 		$15.5M Buy
+160,037
New +$15.2M 1.8% 26

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Stack Financial Management's EMR Position: Q2 2026 in Review

Stack Financial Management reduced its Emerson Electric (EMR) stake by 0.26% in Q2 2026, selling an estimated $54.9K and leaving 150,577 shares worth $21.6M. The position accounts for 1.68% of the portfolio, ranked #26.

Stack Financial Management first reported a position in EMR in Q3 2023 and has held it in 12 quarters since. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Stack Financial Management held 150,577 shares of Emerson Electric worth $21.6M as of Q2 2026.
  • Stack Financial Management sold 390 Emerson Electric shares in Q2 2026, an estimated $54.9K.
  • Emerson Electric made up 1.68% of Stack Financial Management's portfolio in Q2 2026, its #26 holding.
  • Stack Financial Management first reported a position in Emerson Electric in Q3 2023 and has held it in 12 quarters since.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Stack Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.