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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

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 Securities Group's EMR Position: Q1 2026 in Review

Summit Securities Group reduced its Emerson Electric (EMR) stake by 93% in Q1 2026, selling an estimated $172K and leaving 92 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Summit Securities Group first reported a position in EMR in Q3 2013 and has held it in 22 quarters since. The position peaked at $377K in Q4 2022. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Summit Securities Group held 92 shares of Emerson Electric worth $12.1K as of Q1 2026.
  • Summit Securities Group sold 1,195 Emerson Electric shares in Q1 2026, an estimated $172K.
  • Emerson Electric made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #631 holding.
  • Summit Securities Group first reported a position in Emerson Electric in Q3 2013 and has held it in 22 quarters since.
  • Summit Securities Group's Emerson Electric position peaked at $377K in Q4 2022.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.