XF
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XML Financial’s Emerson Electric EMR Stock Holding History

XML 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
2026
Q2 		$4.81M Sell
33,572
-1,996
-6% -$281K 0.35% 74
2026
Q1 		$4.66M Sell
35,568
-4,964
-12% -$714K 0.38% 71
2025
Q4 		$5.38M Sell
40,532
-928
-2% -$123K 0.44% 60
2025
Q3 		$5.44M Sell
41,460
-815
-2% -$111K 0.44% 62
2025
Q2 		$5.64M Sell
42,275
-1,643
-4% -$188K 0.49% 59
2025
Q1 		$4.82M Buy
43,918
+373
+0.9% +$45K 0.45% 62
2024
Q4 		$5.4M Sell
43,545
-1,299
-3% -$158K 0.49% 55
2024
Q3 		$4.9M Buy
44,844
+7,988
+22% +$859K 0.46% 67
2024
Q2 		$4.06M Sell
36,856
-402
-1% -$44.4K 0.41% 71
2024
Q1 		$4.23M Sell
37,258
-881
-2% -$90.5K 0.43% 66
2023
Q4 		$3.71M Buy
38,139
+495
+1% +$45.3K 0.39% 73
2023
Q3 		$3.64M Buy
37,644
+690
+2% +$65.7K 0.44% 69
2023
Q2 		$3.34M Buy
36,954
+4,832
+15% +$407K 0.39% 72
2023
Q1 		$2.8M Buy
32,122
+2,089
+7% +$183K 0.34% 84
2022
Q4 		$2.88M Buy
30,033
+932
+3% +$83.8K 0.36% 82
2022
Q3 		$2.13M Buy
29,101
+11,230
+63% +$933K 0.3% 93
2022
Q2 		$1.42M Sell
17,871
-13,445
-43% -$1.19M 0.32% 62
2022
Q1 		$3.07M Buy
31,316
+550
+2% +$52.1K 0.37% 78
2021
Q4 		$2.86M Buy
30,766
+20
+0.1% +$1.88K 0.34% 87
2021
Q3 		$2.9M Buy
30,746
+9,656
+46% +$963K 0.39% 80
2021
Q2 		$2.03M Buy
21,090
+1,323
+7% +$124K 0.45% 53
2021
Q1 		$1.78M Sell
19,767
-1,800
-8% -$155K 0.43% 54
2020
Q4 		$1.73M Sell
21,567
-1,807
-8% -$134K 0.45% 55
2020
Q3 		$1.53M Buy
23,374
+2,347
+11% +$155K 0.48% 53
2020
Q2 		$1.3M Buy
21,027
+2,067
+11% +$117K 0.45% 53
2020
Q1 		$903K Buy
18,960
+1,568
+9% +$103K 0.39% 64
2019
Q4 		$1.33M Buy
+17,392
New +$1.25M 0.48% 51

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

XML Financial's EMR Position: Q2 2026 in Review

XML Financial reduced its Emerson Electric (EMR) stake by 5.6% in Q2 2026, selling an estimated $281K and leaving 33,572 shares worth $4.81M. The position accounts for 0.35% of the portfolio, ranked #74.

XML Financial first reported a position in EMR in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.64M in Q2 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • XML Financial held 33,572 shares of Emerson Electric worth $4.81M as of Q2 2026.
  • XML Financial sold 1,996 Emerson Electric shares in Q2 2026, an estimated $281K.
  • Emerson Electric made up 0.35% of XML Financial's portfolio in Q2 2026, its #74 holding.
  • XML Financial first reported a position in Emerson Electric in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Emerson Electric position peaked at $5.64M in Q2 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.