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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stack Financial Management's EMR Position: Q1 2026 in Review

Stack Financial Management reduced its Emerson Electric (EMR) stake by 0.68% in Q1 2026, selling an estimated $149K and leaving 150,967 shares worth $19.8M. The position accounts for 1.45% of the portfolio, ranked #27.

Stack Financial Management first reported a position in EMR in Q3 2023 and has held it in 11 quarters since. The position peaked at $21M in Q2 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Stack Financial Management held 150,967 shares of Emerson Electric worth $19.8M as of Q1 2026.
  • Stack Financial Management sold 1,034 Emerson Electric shares in Q1 2026, an estimated $149K.
  • Emerson Electric made up 1.45% of Stack Financial Management's portfolio in Q1 2026, its #27 holding.
  • Stack Financial Management first reported a position in Emerson Electric in Q3 2023 and has held it in 11 quarters since.
  • Stack Financial Management's Emerson Electric position peaked at $21M in Q2 2025.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.