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Summit Asset Management’s Emerson Electric EMR Stock Holding History

Summit Asset 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 		$2.56M Sell
17,867
-73
-0.4% -$10.3K 0.33% 47
2026
Q1 		$2.35M Sell
17,940
-27
-0.2% -$3.88K 0.33% 46
2025
Q4 		$2.38M Buy
17,967
+16
+0.1% +$2.12K 0.34% 44
2025
Q3 		$2.35M Buy
17,951
+800
+5% +$109K 0.36% 43
2025
Q2 		$2.29M Buy
17,151
+1,400
+9% +$161K 0.37% 37
2025
Q1 		$1.73M Buy
15,751
+3,000
+24% +$362K 0.3% 47
2024
Q4 		$1.58M Buy
12,751
+300
+2% +$36.4K 0.28% 46
2024
Q3 		$1.36M Buy
12,451
+2,124
+21% +$229K 0.26% 45
2024
Q2 		$1.14M Buy
10,327
+2,201
+27% +$243K 0.24% 48
2024
Q1 		$922K Buy
8,126
+850
+12% +$87.3K 0.2% 58
2023
Q4 		$708K Buy
7,276
+1,000
+16% +$91.6K 0.17% 66
2023
Q3 		$606K Buy
6,276
+460
+8% +$43.8K 0.16% 72
2023
Q2 		$526K Sell
5,816
-635
-10% -$53.4K 0.14% 78
2023
Q1 		$562K Buy
6,451
+750
+13% +$65.5K 0.15% 74
2022
Q4 		$548K Buy
5,701
+450
+9% +$40.5K 0.16% 75
2022
Q3 		$384K Buy
5,251
+400
+8% +$33.2K 0.12% 91
2022
Q2 		$386K Buy
4,851
+684
+16% +$60.3K 0.12% 99
2022
Q1 		$409K Buy
4,167
+691
+20% +$65.4K 0.12% 104
2021
Q4 		$323K Buy
3,476
+186
+6% +$17.5K 0.09% 126
2021
Q3 		$310K Buy
3,290
+110
+3% +$11K 0.1% 119
2021
Q2 		$306K Buy
3,180
+415
+15% +$39K 0.1% 116
2021
Q1 		$249K Buy
+2,765
New +$238K 0.08% 125

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 $3.37T AUM 44.26% 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

Summit Asset Management's EMR Position: Q2 2026 in Review

Summit Asset Management reduced its Emerson Electric (EMR) stake by 0.41% in Q2 2026, selling an estimated $10.3K and leaving 17,867 shares worth $2.56M. The position accounts for 0.33% of the portfolio, ranked #47.

Summit Asset Management first reported a position in EMR in Q1 2021 and has held it in 22 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Summit Asset Management held 17,867 shares of Emerson Electric worth $2.56M as of Q2 2026.
  • Summit Asset Management sold 73 Emerson Electric shares in Q2 2026, an estimated $10.3K.
  • Emerson Electric made up 0.33% of Summit Asset Management's portfolio in Q2 2026, its #47 holding.
  • Summit Asset Management first reported a position in Emerson Electric in Q1 2021 and has held it in 22 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.