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 Q2	$1.78M	Buy	12,413 +1,895	+18%	+$267K	0.97%	33
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Tevis Investment Management increased its Emerson Electric (EMR) stake by 18% in Q2 2026, buying an estimated $267K and bringing the position to 12,413 shares worth $1.78M. The position accounts for 0.97% of the portfolio, ranked #33.

Tevis Investment Management first reported a position in EMR in Q4 2021 and has held it in 11 quarters since. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Tevis Investment Management held 12,413 shares of Emerson Electric worth $1.78M as of Q2 2026.
Tevis Investment Management bought 1,895 Emerson Electric shares in Q2 2026, an estimated $267K.
Emerson Electric made up 0.97% of Tevis Investment Management's portfolio in Q2 2026, its #33 holding.
Tevis Investment Management first reported a position in Emerson Electric in Q4 2021 and has held it in 11 quarters since.
2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.