Tarbox Family Office’s Emerson Electric EMR Stock Holding History

Tarbox Family Office’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 Q1	$386K	Sell	2,943 -259	-8%	-$37.2K	0.06%	76
2025 Q4	$425K	Sell	3,202 -20	-0.6%	-$2.65K	0.07%	74
2025 Q3	$423K	Sell	3,222 -1	-0%	-$136	0.06%	83
2025 Q2	$430K	Hold	3,223	–	–	0.06%	79
2025 Q1	$353K	Sell	3,223 -6	-0.2%	-$723	0.06%	83
2024 Q4	$400K	Buy	3,229 +5	+0.2%	+$606	0.07%	81
2024 Q3	$353K	Hold	3,224	–	–	0.06%	83
2024 Q2	$355K	Hold	3,224	–	–	0.06%	77
2024 Q1	$366K	Hold	3,224	–	–	0.06%	79
2023 Q4	$314K	Hold	3,224	–	–	0.06%	75
2023 Q3	$311K	Hold	3,224	–	–	0.06%	79
2023 Q2	$291K	Hold	3,224	–	–	0.06%	86
2023 Q1	$281K	Hold	3,224	–	–	0.06%	86
2022 Q4	$310K	Buy	3,224 +15	+0.5%	+$1.35K	0.07%	79
2022 Q3	$255K	Hold	3,209	–	–	0.06%	75
2022 Q2	$255K	Hold	3,209	–	–	0.06%	93
2022 Q1	$315K	Sell	3,209 -182	-5%	-$17.2K	0.06%	74
2021 Q4	$315K	Sell	3,391 -11	-0.3%	-$1.04K	0.05%	104
2021 Q3	$320K	Buy	3,402 +11	+0.3%	+$1.1K	0.06%	109
2021 Q2	$326K	Hold	3,391	–	–	0.06%	113
2021 Q1	$306K	Hold	3,391	–	–	0.06%	104
2020 Q4	$273K	Hold	3,391	–	–	0.06%	105
2020 Q3	$222K	Hold	3,391	–	–	0.05%	106
2020 Q2	$210K	Buy	3,391 +182	+6%	+$10.3K	0.05%	108
2020 Q1	$153K	Sell	3,209 -32	-1%	-$2.11K	0.05%	120
2019 Q4	$247K	Sell	3,241 -24	-0.7%	-$1.73K	0.07%	100
2019 Q3	$218K	Hold	3,265	–	–	0.07%	83
2019 Q2	$218K	Buy	3,265 +20	+0.6%	+$1.34K	0.07%	84
2019 Q1	$222K	Hold	3,245	–	–	0.08%	84
2018 Q4	$194K	Hold	3,245	–	–	0.08%	85
2018 Q3	$249K	Hold	3,245	–	–	0.09%	78
2018 Q2	$224K	Sell	3,245 -348	-10%	-$24.5K	0.09%	74
2018 Q1	$245K	Hold	3,593	–	–	0.09%	76
2017 Q4	$250K	Hold	3,593	–	–	0.1%	69
2017 Q3	$226K	Buy	3,593 +32	+0.9%	+$1.93K	0.1%	71
2017 Q2	$212K	Hold	3,561	–	–	0.1%	69
2017 Q1	$213K	Hold	3,561	–	–	0.11%	58
2016 Q4	$199K	Hold	3,561	–	–	0.11%	50
2016 Q3	$194K	Hold	3,561	–	–	0.13%	55
2016 Q2	$186K	Hold	3,561	–	–	0.13%	51
2016 Q1	$194K	Buy	3,561 +58	+2%	+$2.8K	0.15%	55
2015 Q4	$168K	Hold	3,503	–	–	0.14%	50
2015 Q3	$155K	Sell	3,503 -20	-0.6%	-$983	0.14%	55
2015 Q2	$195K	Sell	3,523 -3	-0.1%	-$176	0.17%	50
2015 Q1	$200K	Sell	3,526 -29	-0.8%	-$1.69K	0.18%	52
2014 Q4	$219K	Sell	3,555 -2,060	-37%	-$129K	0.2%	49
2014 Q3	$351K	Buy	5,615 +19	+0.3%	+$1.23K	0.32%	40
2014 Q2	$371K	Buy	5,596 +173	+3%	+$11.6K	0.33%	40
2014 Q1	$367K	Sell	5,423 -720	-12%	-$47.4K	0.33%	40
2013 Q4	$431K	Buy	+6,143	New	+$410K	0.36%	40

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tarbox Family Office's EMR Position: Q1 2026 in Review

Tarbox Family Office reduced its Emerson Electric (EMR) stake by 8.1% in Q1 2026, selling an estimated $37.2K and leaving 2,943 shares worth $386K. The position accounts for 0.06% of the portfolio, ranked #76.

Tarbox Family Office first reported a position in EMR in Q4 2013 and has held it in 50 quarters since. The position peaked at $431K in Q4 2013. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Tarbox Family Office held 2,943 shares of Emerson Electric worth $386K as of Q1 2026.
Tarbox Family Office sold 259 Emerson Electric shares in Q1 2026, an estimated $37.2K.
Emerson Electric made up 0.06% of Tarbox Family Office's portfolio in Q1 2026, its #76 holding.
Tarbox Family Office first reported a position in Emerson Electric in Q4 2013 and has held it in 50 quarters since.
Tarbox Family Office's Emerson Electric position peaked at $431K in Q4 2013.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.