Whittier Trust’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.8M | Sell |
83,692
-2,555
| -3% | -$360K | 0.12% | 134 |
|
|
2026
Q1 | $11.4M | Sell |
86,247
-4,896
| -5% | -$704K | 0.13% | 128 |
|
|
2025
Q4 | $13.3M | Sell |
91,143
-1,829
| -2% | -$243K | 0.14% | 121 |
|
|
2025
Q3 | $12.5M | Sell |
92,972
-3,568
| -4% | -$486K | 0.14% | 125 |
|
|
2025
Q2 | $12.9M | Sell |
96,540
-1,727
| -2% | -$198K | 0.16% | 123 |
|
|
2025
Q1 | $10.8M | Sell |
98,267
-361
| -0.4% | -$43.5K | 0.15% | 125 |
|
|
2024
Q4 | $12.2M | Sell |
98,628
-478
| -0.5% | -$58K | 0.16% | 120 |
|
|
2024
Q3 | $10.8M | Sell |
99,106
-5
| -0% | -$538 | 0.15% | 126 |
|
|
2024
Q2 | $10.9M | Sell |
99,111
-3,934
| -4% | -$435K | 0.15% | 124 |
|
|
2024
Q1 | $11.7M | Buy |
103,045
+1,084
| +1% | +$111K | 0.17% | 120 |
|
|
2023
Q4 | $9.92M | Sell |
101,961
-6,649
| -6% | -$609K | 0.16% | 132 |
|
|
2023
Q3 | $10.5M | Sell |
108,610
-836
| -0.8% | -$79.6K | 0.19% | 114 |
|
|
2023
Q2 | $9.89M | Sell |
109,446
-2,690
| -2% | -$226K | 0.17% | 127 |
|
|
2023
Q1 | $9.77M | Sell |
112,136
-2,918
| -3% | -$255K | 0.18% | 126 |
|
|
2022
Q4 | $11.1M | Sell |
115,054
-4,689
| -4% | -$422K | 0.22% | 109 |
|
|
2022
Q3 | $8.77M | Sell |
119,743
-9,678
| -7% | -$804K | 0.18% | 125 |
|
|
2022
Q2 | $10.3M | Sell |
129,421
-9,112
| -7% | -$803K | 0.21% | 110 |
|
|
2022
Q1 | $13.6M | Sell |
138,533
-17,928
| -11% | -$1.7M | 0.23% | 105 |
|
|
2021
Q4 | $14.5M | Buy |
156,461
+25,167
| +19% | +$2.37M | 0.24% | 101 |
|
|
2021
Q3 | $12.4M | Sell |
131,294
-1,252,451
| -91% | -$125M | 0.23% | 106 |
|
|
2021
Q2 | $133M | Buy |
1,383,745
+440
| +0% | +$41.4K | 2.37% | 7 |
|
|
2021
Q1 | $125M | Sell |
1,383,305
-6,783
| -0.5% | -$584K | 2.42% | 6 |
|
|
2020
Q4 | $112M | Sell |
1,390,088
-1,734,814
| -56% | -$129M | 2.39% | 5 |
|
|
2020
Q3 | $205M | Buy |
3,124,902
+3,034,095
| +3,341% | +$200M | 4.88% | 1 |
|
|
2020
Q2 | $5.63M | Sell |
90,807
-22,541
| -20% | -$1.28M | 0.16% | 133 |
|
|
2020
Q1 | $5.4M | Sell |
113,348
-12,605
| -10% | -$830K | 0.18% | 130 |
|
|
2019
Q4 | $9.61M | Buy |
125,953
+5,559
| +5% | +$401K | 0.25% | 102 |
|
|
2019
Q3 | $8.05M | Buy |
120,394
+1,190
| +1% | +$74.8K | 0.23% | 111 |
|
|
2019
Q2 | $7.95M | Sell |
119,204
-1,087
| -0.9% | -$72.8K | 0.23% | 106 |
|
|
2019
Q1 | $8.24M | Sell |
120,291
-36,224
| -23% | -$2.38M | 0.25% | 101 |
|
|
2018
Q4 | $9.35M | Sell |
156,515
-3,984
| -2% | -$269K | 0.32% | 86 |
|
|
2018
Q3 | $12.3M | Sell |
160,499
-3,157
| -2% | -$233K | 0.38% | 71 |
|
|
2018
Q2 | $11.3M | Sell |
163,656
-2,535
| -2% | -$178K | 0.37% | 73 |
|
|
2018
Q1 | $11.3M | Buy |
166,191
+4,750
| +3% | +$338K | 0.38% | 74 |
|
|
2017
Q4 | $11.3M | Sell |
161,441
-19,531
| -11% | -$1.27M | 0.39% | 70 |
|
|
2017
Q3 | $11.4M | Sell |
180,972
-3,609
| -2% | -$218K | 0.41% | 70 |
|
|
2017
Q2 | $11M | Sell |
184,581
-407
| -0.2% | -$24.1K | 0.43% | 67 |
|
|
2017
Q1 | $11.1M | Sell |
184,988
-13,379
| -7% | -$799K | 0.45% | 61 |
|
|
2016
Q4 | $11.1M | Sell |
198,367
-30,293
| -13% | -$1.63M | 0.47% | 59 |
|
|
2016
Q3 | $12.5M | Sell |
228,660
-1,588
| -0.7% | -$85.1K | 0.54% | 53 |
|
|
2016
Q2 | $12M | Sell |
230,248
-15,977
| -6% | -$849K | 0.53% | 50 |
|
|
2016
Q1 | $13.4M | Sell |
246,225
-3,223
| -1% | -$155K | 0.59% | 46 |
|
|
2015
Q4 | $11.9M | Sell |
249,448
-1,573
| -0.6% | -$74.9K | 0.54% | 53 |
|
|
2015
Q3 | $11.1M | Sell |
251,021
-31,327
| -11% | -$1.54M | 0.54% | 50 |
|
|
2015
Q2 | $15.7M | Sell |
282,348
-2,468
| -0.9% | -$145K | 0.69% | 32 |
|
|
2015
Q1 | $16.1M | Sell |
284,816
-7,401
| -3% | -$430K | 0.74% | 31 |
|
|
2014
Q4 | $18M | Sell |
292,217
-6,193
| -2% | -$388K | 0.86% | 20 |
|
|
2014
Q3 | $18.7M | Sell |
298,410
-1,080
| -0.4% | -$70.1K | 0.91% | 18 |
|
|
2014
Q2 | $19.9M | Sell |
299,490
-9,776
| -3% | -$657K | 0.98% | 16 |
|
|
2014
Q1 | $20.7M | Sell |
309,266
-75,151
| -20% | -$4.95M | 1.06% | 16 |
|
|
2013
Q4 | $27M | Sell |
384,417
-813
| -0.2% | -$54.3K | 1.38% | 11 |
|
|
2013
Q3 | $24.9M | Sell |
385,230
-211
| -0.1% | -$12.9K | 1.35% | 12 |
|
|
2013
Q2 | $21M | Buy |
+385,441
| New | +$21.7M | 1.18% | 14 |
|
Other funds holding EMR
SP
GAM
QP
CF
PL
Whittier Trust's EMR Position: Q2 2026 in Review
Whittier Trust reduced its Emerson Electric (EMR) stake by 3% in Q2 2026, selling an estimated $360K and leaving 83,692 shares worth $11.8M. The position accounts for 0.12% of the portfolio, ranked #134.
Whittier Trust first reported a position in EMR in Q2 2013 and has held it in 53 quarters since. The position peaked at $205M in Q3 2020. 967 funds tracked by Wall St. Rank hold EMR as of Q2 2026.
- Whittier Trust held 83,692 shares of Emerson Electric worth $11.8M as of Q2 2026.
- Whittier Trust sold 2,555 Emerson Electric shares in Q2 2026, an estimated $360K.
- Emerson Electric made up 0.12% of Whittier Trust's portfolio in Q2 2026, its #134 holding.
- Whittier Trust first reported a position in Emerson Electric in Q2 2013 and has held it in 53 quarters since.
- Whittier Trust's Emerson Electric position peaked at $205M in Q3 2020.
- 967 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.