Tilia Fiduciary Partners’s Emerson Electric EMR Stock Holding History

Tilia Fiduciary Partners’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	$617K	Sell	4,710 -111	-2%	-$16K	0.34%	70
2025 Q4	$640K	Sell	4,821 -93	-2%	-$12.3K	0.35%	67
2025 Q3	$645K	Sell	4,914 -395	-7%	-$53.9K	0.37%	67
2025 Q2	$708K	Sell	5,309 -3,003	-36%	-$345K	0.43%	68
2025 Q1	$911K	Buy	+8,312	New	+$1M	0.61%	54
2023 Q3	–	Sell	-1,449	Closed	-$131K	–	210
2023 Q2	$131K	Sell	1,449 -148	-9%	-$12.5K	0.12%	112
2023 Q1	$139K	Sell	1,597 -101	-6%	-$8.83K	0.13%	115
2022 Q4	$163K	Buy	1,698 +2	+0.1%	+$180	0.16%	107
2022 Q3	$132K	Buy	1,696 +3	+0.2%	+$249	0.13%	114
2022 Q2	$134K	Hold	1,693	–	–	0.13%	116
2022 Q1	$166K	Buy	1,693 +151	+10%	+$14.3K	0.14%	114
2021 Q4	$143K	Buy	+1,542	New	+$145K	0.11%	127

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

Tilia Fiduciary Partners's EMR Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its Emerson Electric (EMR) stake by 2.3% in Q1 2026, selling an estimated $16K and leaving 4,710 shares worth $617K. The position accounts for 0.34% of the portfolio, ranked #70.

Tilia Fiduciary Partners first reported a position in EMR in Q4 2021 and has held it in 12 quarters since. The position peaked at $911K in Q1 2025. 2,195 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Tilia Fiduciary Partners held 4,710 shares of Emerson Electric worth $617K as of Q1 2026.
Tilia Fiduciary Partners sold 111 Emerson Electric shares in Q1 2026, an estimated $16K.
Emerson Electric made up 0.34% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #70 holding.
Tilia Fiduciary Partners first reported a position in Emerson Electric in Q4 2021 and has held it in 12 quarters since.
Tilia Fiduciary Partners's Emerson Electric position peaked at $911K in Q1 2025.
2,195 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.