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Summit Financial’s Emerson Electric EMR Stock Holding History

Summit Financial’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 		$3.81M Buy
29,116
+951
+3% +$137K 0.05% 383
2025
Q4 		$3.74M Buy
28,165
+533
+2% +$70.7K 0.05% 324
2025
Q3 		$3.62M Buy
27,632
+5,876
+27% +$801K 0.06% 326
2025
Q2 		$2.9M Buy
21,756
+1,237
+6% +$142K 0.07% 238
2025
Q1 		$2.25M Buy
20,519
+1,425
+7% +$172K 0.06% 242
2024
Q4 		$2.37M Buy
19,094
+11,007
+136% +$1.34M 0.08% 189
2024
Q3 		$885K Buy
8,087
+637
+9% +$68.5K 0.03% 282
2024
Q2 		$821K Buy
7,450
+3,430
+85% +$379K 0.04% 259
2024
Q1 		$456K Sell
4,020
-190
-5% -$19.5K 0.03% 270
2023
Q4 		$410K Sell
4,210
-1,941
-32% -$178K 0.03% 268
2023
Q3 		$594K Sell
6,151
-236
-4% -$22.5K 0.04% 219
2023
Q2 		$577K Buy
6,387
+4,083
+177% +$344K 0.04% 210
2023
Q1 		$201K Buy
+2,304
New +$201K 0.02% 251

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

Summit Financial's EMR Position: Q1 2026 in Review

Summit Financial increased its Emerson Electric (EMR) stake by 3.4% in Q1 2026, buying an estimated $137K and bringing the position to 29,116 shares worth $3.81M. The position accounts for 0.05% of the portfolio, ranked #383.

Summit Financial first reported a position in EMR in Q1 2023 and has held it in 13 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Summit Financial held 29,116 shares of Emerson Electric worth $3.81M as of Q1 2026.
  • Summit Financial bought 951 Emerson Electric shares in Q1 2026, an estimated $137K.
  • Emerson Electric made up 0.05% of Summit Financial's portfolio in Q1 2026, its #383 holding.
  • Summit Financial first reported a position in Emerson Electric in Q1 2023 and has held it in 13 quarters since.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.