Summit Securities Group
EMR icon

Summit Securities Group’s Emerson Electric EMR Stock Holding History

Summit Securities Group’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
2022
Q1 		– Sell
-2,000
Closed -$186K – 1167
2021
Q4 		$186K Buy
+2,000
New +$188K 0.01% 611
2021
Q3 		– Sell
-70
Closed -$674K – 752
2021
Q2 		$674K Buy
+70
New +$6.58K 0.06% 320
2018
Q2 		– Sell
-40
Closed -$273K – 233
2018
Q1 		$273K Buy
+40
New +$2.85K 0.07% 122

Other funds holding EMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Summit Securities Group's EMR Position: Q3 2026 in Review

Summit Securities Group increased its Emerson Electric (EMR) stake by 98% in Q3 2026, buying an estimated $19.1K and bringing the position to 257 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Summit Securities Group first reported a position in EMR in Q3 2013 and has held it in 24 quarters since. The position peaked at $377K in Q4 2022. 1,513 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Summit Securities Group held 257 shares of Emerson Electric worth $39.9K as of Q3 2026.
  • Summit Securities Group bought 127 Emerson Electric shares in Q3 2026, an estimated $19.1K.
  • Emerson Electric made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #601 holding.
  • Summit Securities Group first reported a position in Emerson Electric in Q3 2013 and has held it in 24 quarters since.
  • Summit Securities Group's Emerson Electric position peaked at $377K in Q4 2022.
  • 1,513 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.