SF
EMR icon

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
Q2 		$4.55M Buy
31,760
+2,644
+9% +$372K 0.05% 370
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 $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 Financial's EMR Position: Q2 2026 in Review

Summit Financial increased its Emerson Electric (EMR) stake by 9.1% in Q2 2026, buying an estimated $372K and bringing the position to 31,760 shares worth $4.55M. The position accounts for 0.05% of the portfolio, ranked #370.

Summit Financial first reported a position in EMR in Q1 2023 and has held it in 14 quarters since. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Summit Financial held 31,760 shares of Emerson Electric worth $4.55M as of Q2 2026.
  • Summit Financial bought 2,644 Emerson Electric shares in Q2 2026, an estimated $372K.
  • Emerson Electric made up 0.05% of Summit Financial's portfolio in Q2 2026, its #370 holding.
  • Summit Financial first reported a position in Emerson Electric in Q1 2023 and has held it in 14 quarters since.
  • 2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.