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Stokes Family Office’s Emerson Electric EMR Stock Holding History

Stokes Family Office’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 		$811K Sell
6,187
-698
-10% -$100K 0.08% 145
2025
Q4 		$914K Buy
6,885
+598
+10% +$79.3K 0.08% 142
2025
Q3 		$825K Buy
6,287
+1,578
+34% +$215K 0.08% 136
2025
Q2 		$628K Buy
4,709
+3
+0.1% +$344 0.07% 143
2025
Q1 		$516K Sell
4,706
-4,500
-49% -$543K 0.06% 156
2024
Q4 		$1.14M Buy
9,206
+4,480
+95% +$543K 0.12% 116
2024
Q3 		$517K Hold
4,726
– – 0.06% 151
2024
Q2 		$521K Sell
4,726
-1,015
-18% -$112K 0.06% 149
2024
Q1 		$651K Sell
5,741
-890
-13% -$91.4K 0.08% 132
2023
Q4 		$645K Sell
6,631
-4,031
-38% -$369K 0.09% 126
2023
Q3 		$1.03M Sell
10,662
-46
-0.4% -$4.38K 0.12% 131
2023
Q2 		$968K Sell
10,708
-289
-3% -$24.3K 0.11% 124
2023
Q1 		$958K Buy
10,997
+1,148
+12% +$100K 0.12% 121
2022
Q4 		$946K Buy
9,849
+583
+6% +$52.4K 0.12% 113
2022
Q3 		$678K Buy
9,266
+2,172
+31% +$180K 0.1% 131
2022
Q2 		$564K Sell
7,094
-608
-8% -$53.6K 0.08% 152
2022
Q1 		$755K Buy
7,702
+1,108
+17% +$105K 0.1% 124
2021
Q4 		$613K Sell
6,594
-569
-8% -$53.6K 0.08% 144
2021
Q3 		$675K Buy
7,163
+85
+1% +$8.48K 0.09% 121
2021
Q2 		$681K Buy
7,078
+649
+10% +$61K 0.1% 118
2021
Q1 		$580K Buy
6,429
+340
+6% +$29.3K 0.09% 121
2020
Q4 		$489K Buy
6,089
+6
+0.1% +$446 0.1% 112
2020
Q3 		$399K Buy
6,083
+69
+1% +$4.54K 0.09% 112
2020
Q2 		$373K Buy
6,014
+67
+1% +$3.81K 0.09% 109
2020
Q1 		$283K Sell
5,947
-361
-6% -$23.8K 0.08% 107
2019
Q4 		$481K Buy
+6,308
New +$455K 0.11% 99

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

Stokes Family Office's EMR Position: Q1 2026 in Review

Stokes Family Office reduced its Emerson Electric (EMR) stake by 10% in Q1 2026, selling an estimated $100K and leaving 6,187 shares worth $811K. The position accounts for 0.08% of the portfolio, ranked #145.

Stokes Family Office first reported a position in EMR in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.14M in Q4 2024. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Stokes Family Office held 6,187 shares of Emerson Electric worth $811K as of Q1 2026.
  • Stokes Family Office sold 698 Emerson Electric shares in Q1 2026, an estimated $100K.
  • Emerson Electric made up 0.08% of Stokes Family Office's portfolio in Q1 2026, its #145 holding.
  • Stokes Family Office first reported a position in Emerson Electric in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Emerson Electric position peaked at $1.14M in Q4 2024.
  • 2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.