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SWP Investment Management’s Emerson Electric EMR Stock Holding History

SWP Investment Management’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 		$3.33M Buy
23,284
+880
+4% +$124K 2.3% 18
2026
Q1 		$2.94M Buy
22,404
+440
+2% +$63.3K 2.19% 18
2025
Q4 		$2.92M Buy
21,964
+5,676
+35% +$753K 2.11% 19
2025
Q3 		$2.14M Buy
16,288
+1,446
+10% +$197K 2.1% 22
2025
Q2 		$1.98M Buy
14,842
+146
+1% +$16.8K 2.34% 15
2025
Q1 		$1.61M Buy
+14,696
New +$1.77M 2.01% 20

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

SWP Investment Management's EMR Position: Q2 2026 in Review

SWP Investment Management increased its Emerson Electric (EMR) stake by 3.9% in Q2 2026, buying an estimated $124K and bringing the position to 23,284 shares worth $3.33M. The position accounts for 2.3% of the portfolio, ranked #18.

SWP Investment Management first reported a position in EMR in Q1 2025 and has held it in 6 quarters since. 2,279 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • SWP Investment Management held 23,284 shares of Emerson Electric worth $3.33M as of Q2 2026.
  • SWP Investment Management bought 880 Emerson Electric shares in Q2 2026, an estimated $124K.
  • Emerson Electric made up 2.3% of SWP Investment Management's portfolio in Q2 2026, its #18 holding.
  • SWP Investment Management first reported a position in Emerson Electric in Q1 2025 and has held it in 6 quarters since.
  • 2,279 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.