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Successful Portfolios’s Emerson Electric EMR Stock Holding History

Successful Portfolios’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
Q3 		$297K Hold
1,832
– – 0.14% 142
2026
Q2 		$253K Hold
1,832
– – 0.12% 159
2026
Q1 		$232K Hold
1,832
– – 0.13% 159
2025
Q4 		$264K Sell
1,832
-21
-1% -$2.79K 0.13% 149
2025
Q3 		$243K Sell
1,853
-238
-11% -$32.4K 0.14% 143
2025
Q2 		$279K Sell
2,091
-5
-0.2% -$574 0.17% 121
2025
Q1 		$230K Sell
2,096
-200
-9% -$24.1K 0.16% 135
2024
Q4 		$285K Hold
2,296
– – 0.19% 107
2024
Q3 		$251K Hold
2,296
– – 0.17% 126
2024
Q2 		$253K Sell
2,296
-200
-8% -$22.1K 0.18% 119
2024
Q1 		$283K Sell
2,496
-12
-0.5% -$1.23K 0.19% 111
2023
Q4 		$244K Hold
2,508
– – 0.18% 129
2023
Q3 		$242K Sell
2,508
-5
-0.2% -$476 0.21% 112
2023
Q2 		$227K Sell
2,513
-300
-11% -$25.3K 0.2% 124
2023
Q1 		$245K Sell
2,813
-293
-9% -$25.6K 0.15% 155
2022
Q4 		$298K Buy
+3,106
New +$279K 0.19% 137
2022
Q3 		– Sell
-2,706
Closed -$215K – 183
2022
Q2 		$215K Hold
2,706
– – 0.14% 167
2022
Q1 		$265K Hold
2,706
– – 0.15% 160
2021
Q4 		$252K Hold
2,706
– – 0.14% 168
2021
Q3 		$255K Hold
2,706
– – 0.15% 159
2021
Q2 		$260K Hold
2,706
– – 0.16% 161
2021
Q1 		$244K Hold
2,706
– – 0.16% 156
2020
Q4 		$217K Buy
+2,706
New +$201K 0.16% 160

Other funds holding EMR

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Successful Portfolios's EMR Position: Q3 2026 in Review

Successful Portfolios held its Emerson Electric (EMR) position steady in Q3 2026 at 1,832 shares worth $297K. The position accounts for 0.14% of the portfolio, ranked #142.

Successful Portfolios first reported a position in EMR in Q4 2020 and has held it in 23 quarters since. The position peaked at $298K in Q4 2022. 121 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Successful Portfolios held 1,832 shares of Emerson Electric worth $297K as of Q3 2026.
  • Successful Portfolios left its Emerson Electric share count unchanged in Q3 2026.
  • Emerson Electric made up 0.14% of Successful Portfolios's portfolio in Q3 2026, its #142 holding.
  • Successful Portfolios first reported a position in Emerson Electric in Q4 2020 and has held it in 23 quarters since.
  • Successful Portfolios's Emerson Electric position peaked at $298K in Q4 2022.
  • 121 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.