Tevis Investment Management’s Emerson Electric EMR Stock Holding History

Tevis 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 Q1	$1.38M	Buy	10,518 +580	+6%	+$83.4K	0.78%	41
2025 Q4	$1.3M	Hold	9,938	–	–	0.78%	46
2025 Q3	$1.3M	Hold	9,938	–	–	0.78%	46
2025 Q2	$1.33M	Buy	9,938 +8,224	+480%	+$943K	0.85%	37
2025 Q1	$212K	Hold	1,714	–	–	0.16%	92
2024 Q4	$212K	Buy	+1,714	New	+$208K	0.16%	92
2022 Q4	–	Sell	-1,654	Closed	-$121K	–	109
2022 Q3	$121K	Hold	1,654	–	–	0.12%	112
2022 Q2	$131K	Hold	1,654	–	–	0.13%	109
2022 Q1	$162K	Hold	1,654	–	–	0.15%	103
2021 Q4	$154K	Buy	+1,654	New	+$156K	0.13%	122

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

Tevis Investment Management's EMR Position: Q1 2026 in Review

Tevis Investment Management increased its Emerson Electric (EMR) stake by 5.8% in Q1 2026, buying an estimated $83.4K and bringing the position to 10,518 shares worth $1.38M. The position accounts for 0.78% of the portfolio, ranked #41.

Tevis Investment Management first reported a position in EMR in Q4 2021 and has held it in 10 quarters since. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Tevis Investment Management held 10,518 shares of Emerson Electric worth $1.38M as of Q1 2026.
Tevis Investment Management bought 580 Emerson Electric shares in Q1 2026, an estimated $83.4K.
Emerson Electric made up 0.78% of Tevis Investment Management's portfolio in Q1 2026, its #41 holding.
Tevis Investment Management first reported a position in Emerson Electric in Q4 2021 and has held it in 10 quarters since.
2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.