West Coast Financial’s Emerson Electric EMR Stock Holding History

West Coast Financial’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
2025 Q2	–	Sell	-2,148	Closed	-$236K	–	44
2025 Q1	$236K	Buy	2,148 +53	+3%	+$6.39K	0.03%	156
2024 Q4	$260K	Sell	2,095 -200	-9%	-$24.3K	0.03%	148
2024 Q3	$251K	Sell	2,295 -200	-8%	-$21.5K	0.03%	158
2024 Q2	$275K	Buy	2,495 +500	+25%	+$55.3K	0.03%	142
2024 Q1	$226K	Buy	+1,995	New	+$205K	0.03%	153
2023 Q3	–	Sell	-2,284	Closed	-$206K	–	144
2023 Q2	$206K	Buy	+2,284	New	+$192K	0.03%	148
2022 Q1	–	Sell	-2,191	Closed	-$204K	–	136
2021 Q4	$204K	Hold	2,191	–	–	0.03%	135
2021 Q3	$206K	Buy	2,191 +2	+0.1%	+$200	0.03%	129
2021 Q2	$211K	Buy	+2,189	New	+$206K	0.03%	126
2021 Q1	–	Sell	-2,764	Closed	-$222K	–	127
2020 Q4	$222K	Buy	+2,764	New	+$206K	0.04%	104
2020 Q3	–	Sell	-4,308	Closed	-$267K	–	106
2020 Q2	$267K	Buy	+4,308	New	+$245K	0.07%	93
2020 Q1	–	Sell	-4,265	Closed	-$325K	–	101
2019 Q4	$325K	Sell	4,265 -52	-1%	-$3.75K	0.07%	93
2019 Q3	$289K	Hold	4,317	–	–	0.07%	97
2019 Q2	$288K	Sell	4,317 -811	-16%	-$54.3K	0.07%	96
2019 Q1	$351K	Sell	5,128 -647	-11%	-$42.6K	0.08%	93
2018 Q4	$345K	Sell	5,775 -2,420	-30%	-$163K	0.1%	90
2018 Q3	$628K	Sell	8,195 -47,720	-85%	-$3.52M	0.14%	88
2018 Q2	$3.87M	Sell	55,915 -1,175	-2%	-$82.6K	1.07%	34
2018 Q1	$3.9M	Sell	57,090 -961	-2%	-$68.4K	1.11%	33
2017 Q4	$4.05M	Buy	58,051 +19	+0%	+$1.23K	1.14%	33
2017 Q3	$3.65M	Buy	58,032 +1,220	+2%	+$73.6K	0.99%	37
2017 Q2	$3.39M	Buy	56,812 +2,404	+4%	+$143K	1.08%	38
2017 Q1	$3.26M	Buy	54,408 +1,540	+3%	+$91.9K	1.04%	39
2016 Q4	$2.95M	Buy	52,868 +1,209	+2%	+$65K	0.94%	41
2016 Q3	$2.82M	Buy	51,659 +5,680	+12%	+$304K	0.9%	42
2016 Q2	$2.4M	Buy	45,979 +375	+0.8%	+$19.9K	0.87%	44
2016 Q1	$2.48M	Buy	45,604 +2,285	+5%	+$110K	1.02%	42
2015 Q4	$2.07M	Sell	43,319 -736	-2%	-$35K	0.87%	49
2015 Q3	$1.95M	Sell	44,055 -2,424	-5%	-$119K	0.87%	46
2015 Q2	$2.58M	Buy	46,479 +3,440	+8%	+$202K	1.13%	38
2015 Q1	$2.44M	Sell	43,039 -425	-1%	-$24.7K	1.13%	42
2014 Q4	$2.68M	Sell	43,464 -2,375	-5%	-$149K	1.39%	36
2014 Q3	$2.87M	Buy	45,839 +215	+0.5%	+$14K	1.61%	29
2014 Q2	$3.01M	Buy	45,624 +582	+1%	+$39.1K	1.59%	30
2014 Q1	$3.01M	Sell	45,042 -1,194	-3%	-$78.6K	1.53%	32
2013 Q4	$3.25M	Sell	46,236 -204	-0.4%	-$13.6K	1.67%	26
2013 Q3	$3M	Sell	46,440 -1,200	-3%	-$73.4K	1.66%	24
2013 Q2	$2.6M	Buy	+47,640	New	+$2.68M	1.42%	34

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Coast Financial's EMR Position: Q2 2025 in Review

West Coast Financial sold out of Emerson Electric (EMR) in Q2 2025, closing a stake of 2,148 shares — an estimated $236K sold.

West Coast Financial first reported a position in EMR in Q2 2013 and held it in 38 quarters. The position peaked at $4.05M in Q4 2017. 2,136 funds tracked by Wall St. Rank hold EMR as of Q2 2025.

West Coast Financial reported no remaining Emerson Electric position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 2,148 Emerson Electric shares in Q2 2025, an estimated $236K.
West Coast Financial first reported a position in Emerson Electric in Q2 2013 and held it in 38 quarters.
West Coast Financial's Emerson Electric position peaked at $4.05M in Q4 2017.
2,136 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.