Viewpoint Capital Management’s Emerson Electric EMR Stock Holding History

Viewpoint Capital 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 Q3	$578K	Buy	3,725 +1,735	+87%	+$261K	0.27%	62
2026 Q2	$285K	Sell	1,990 -1,735	-47%	-$244K	0.15%	75
2026 Q1	$488K	Hold	3,725	–	–	0.23%	70
2025 Q4	$494K	Hold	3,725	–	–	0.21%	71
2025 Q3	$489K	Sell	3,725 -70	-2%	-$9.5K	0.22%	67
2025 Q2	$506K	Hold	3,795	–	–	0.25%	64
2025 Q1	$416K	Sell	3,795 -140	-4%	-$16.9K	0.22%	72
2024 Q4	$488K	Hold	3,935	–	–	0.26%	66
2024 Q3	$430K	Hold	3,935	–	–	0.24%	67
2024 Q2	$433K	Hold	3,935	–	–	0.27%	64
2024 Q1	$446K	Hold	3,935	–	–	0.28%	65
2023 Q4	$383K	Hold	3,935	–	–	0.27%	67
2023 Q3	$380K	Sell	3,935 -775	-16%	-$73.8K	0.3%	61
2023 Q2	$426K	Buy	4,710 +700	+17%	+$58.9K	0.33%	58
2023 Q1	$349K	Hold	4,010	–	–	0.31%	62
2022 Q4	$385K	Hold	4,010	–	–	0.37%	56
2022 Q3	$294K	Hold	4,010	–	–	0.29%	64
2022 Q2	$319K	Hold	4,010	–	–	0.3%	63
2022 Q1	$393K	Hold	4,010	–	–	0.3%	63
2021 Q4	$373K	Buy	+4,010	New	+$378K	0.27%	68

Other funds holding EMR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Viewpoint Capital Management's EMR Position: Q3 2026 in Review

Viewpoint Capital Management increased its Emerson Electric (EMR) stake by 87% in Q3 2026, buying an estimated $261K and bringing the position to 3,725 shares worth $578K. The position accounts for 0.27% of the portfolio, ranked #62.

Viewpoint Capital Management first reported a position in EMR in Q4 2021 and has held it in 20 quarters since. 1,495 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Viewpoint Capital Management held 3,725 shares of Emerson Electric worth $578K as of Q3 2026.
Viewpoint Capital Management bought 1,735 Emerson Electric shares in Q3 2026, an estimated $261K.
Emerson Electric made up 0.27% of Viewpoint Capital Management's portfolio in Q3 2026, its #62 holding.
Viewpoint Capital Management first reported a position in Emerson Electric in Q4 2021 and has held it in 20 quarters since.
1,495 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.