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Stiles Financial Services’s Emerson Electric EMR Stock Holding History

Stiles Financial Services’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 		$270K Sell
2,060
-90
-4% -$12.9K 0.08% 152
2025
Q4 		$285K Buy
2,150
+3
+0.1% +$398 0.09% 151
2025
Q3 		$282K Sell
2,147
-448
-17% -$61.1K 0.09% 156
2025
Q2 		$346K Buy
2,595
+174
+7% +$20K 0.12% 136
2025
Q1 		$266K Sell
2,421
-439
-15% -$52.9K 0.1% 148
2024
Q4 		$354K Buy
2,860
+60
+2% +$7.28K 0.13% 134
2024
Q3 		$306K Sell
2,800
-51
-2% -$5.49K 0.11% 146
2024
Q2 		$314K Buy
2,851
+408
+17% +$45.1K 0.12% 137
2024
Q1 		$277K Buy
2,443
+207
+9% +$21.3K 0.11% 150
2023
Q4 		$218K Sell
2,236
-16
-0.7% -$1.47K 0.1% 159
2023
Q3 		$217K Buy
2,252
+9
+0.4% +$857 0.11% 163
2023
Q2 		$203K Buy
+2,243
New +$189K 0.1% 181
2023
Q1 		– Sell
-2,383
Closed -$229K – 186
2022
Q4 		$229K Buy
+2,383
New +$214K 0.13% 156
2022
Q2 		– Sell
-2,772
Closed -$272K – 178
2022
Q1 		$272K Sell
2,772
-30
-1% -$2.84K 0.14% 144
2021
Q4 		$261K Buy
+2,802
New +$264K 0.13% 152

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

Stiles Financial Services's EMR Position: Q1 2026 in Review

Stiles Financial Services reduced its Emerson Electric (EMR) stake by 4.2% in Q1 2026, selling an estimated $12.9K and leaving 2,060 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #152.

Stiles Financial Services first reported a position in EMR in Q4 2021 and has held it in 15 quarters since. The position peaked at $354K in Q4 2024. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Stiles Financial Services held 2,060 shares of Emerson Electric worth $270K as of Q1 2026.
  • Stiles Financial Services sold 90 Emerson Electric shares in Q1 2026, an estimated $12.9K.
  • Emerson Electric made up 0.08% of Stiles Financial Services's portfolio in Q1 2026, its #152 holding.
  • Stiles Financial Services first reported a position in Emerson Electric in Q4 2021 and has held it in 15 quarters since.
  • Stiles Financial Services's Emerson Electric position peaked at $354K in Q4 2024.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.