Sunbelt Securities’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $666K | Buy |
5,084
+591
| +13% | +$85K | 0.04% | 344 |
|
|
2025
Q4 | $596K | Sell |
4,493
-67
| -1% | -$8.89K | 0.04% | 354 |
|
|
2025
Q3 | $598K | Sell |
4,560
-73
| -2% | -$9.95K | 0.04% | 343 |
|
|
2025
Q2 | $574K | Sell |
4,633
-305
| -6% | -$35K | 0.05% | 317 |
|
|
2025
Q1 | $541K | Buy |
4,938
+305
| +7% | +$36.8K | 0.05% | 303 |
|
|
2024
Q4 | $576K | Sell |
4,633
-7
| -0.2% | -$849 | 0.05% | 317 |
|
|
2024
Q3 | $508K | Buy |
4,640
+147
| +3% | +$15.8K | 0.05% | 353 |
|
|
2024
Q2 | $495K | Buy |
4,493
+2
| +0% | +$221 | 0.05% | 341 |
|
|
2024
Q1 | $509K | Buy |
4,491
+1,502
| +50% | +$154K | 0.06% | 318 |
|
|
2023
Q4 | $291K | Sell |
2,989
-687
| -19% | -$62.9K | 0.04% | 412 |
|
|
2023
Q3 | $355K | Buy |
3,676
+45
| +1% | +$4.29K | 0.05% | 362 |
|
|
2023
Q2 | $328K | Buy |
3,631
+102
| +3% | +$8.59K | 0.05% | 369 |
|
|
2023
Q1 | $302K | Sell |
3,529
-80
| -2% | -$6.99K | 0.05% | 358 |
|
|
2022
Q4 | $347K | Sell |
3,609
-487
| -12% | -$43.8K | 0.07% | 316 |
|
|
2022
Q3 | $300K | Buy |
4,096
+606
| +17% | +$50.3K | 0.06% | 325 |
|
|
2022
Q2 | $278K | Buy |
3,490
+113
| +3% | +$9.96K | 0.06% | 347 |
|
|
2022
Q1 | $334K | Sell |
3,377
-1,005
| -23% | -$95.2K | 0.06% | 336 |
|
|
2021
Q4 | $426K | Buy |
4,382
+306
| +8% | +$28.8K | 0.07% | 300 |
|
|
2021
Q3 | $396K | Hold |
4,076
| – | – | 0.07% | 297 |
|
|
2021
Q2 | $396K | Sell |
4,076
-1,342
| -25% | -$126K | 0.07% | 297 |
|
|
2021
Q1 | $489K | Hold |
5,418
| – | – | 0.1% | 240 |
|
|
2020
Q4 | $435K | Buy |
+5,418
| New | +$403K | 0.09% | 252 |
|
|
2020
Q2 | – | Sell |
-6,593
| Closed | -$372K | – | 323 |
|
|
2020
Q1 | $372K | Sell |
6,593
-27,359
| -81% | -$1.8M | 0.02% | 276 |
|
|
2019
Q4 | $2.59M | Sell |
33,952
-205
| -0.6% | -$14.8K | 0.27% | 84 |
|
|
2019
Q3 | $2.28M | Buy |
34,157
+29,399
| +618% | +$1.85M | 0.26% | 89 |
|
|
2019
Q2 | $317K | Buy |
4,758
+220
| +5% | +$14.7K | 0.14% | 189 |
|
|
2019
Q1 | $311K | Sell |
4,538
-231
| -5% | -$15.2K | 0.16% | 170 |
|
|
2018
Q4 | $285K | Sell |
4,769
-350
| -7% | -$23.6K | 0.17% | 161 |
|
|
2018
Q3 | $392K | Sell |
5,119
-91
| -2% | -$6.71K | 0.21% | 137 |
|
|
2018
Q2 | $360K | Buy |
+5,210
| New | +$366K | 0.22% | 138 |
|
Other funds holding EMR
VCM
VPM
Sunbelt Securities's EMR Position: Q1 2026 in Review
Sunbelt Securities increased its Emerson Electric (EMR) stake by 13% in Q1 2026, buying an estimated $85K and bringing the position to 5,084 shares worth $666K. The position accounts for 0.04% of the portfolio, ranked #344.
Sunbelt Securities first reported a position in EMR in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.59M in Q4 2019. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.
- Sunbelt Securities held 5,084 shares of Emerson Electric worth $666K as of Q1 2026.
- Sunbelt Securities bought 591 Emerson Electric shares in Q1 2026, an estimated $85K.
- Emerson Electric made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #344 holding.
- Sunbelt Securities first reported a position in Emerson Electric in Q2 2018 and has held it in 30 quarters since.
- Sunbelt Securities's Emerson Electric position peaked at $2.59M in Q4 2019.
- 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.