EMR β€” EMERSON ELEC CO

Ownership history in Crumly & Associates Inc.  Β·  7 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported EMERSON ELEC CO (EMR) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.11% in 2026 Q1. The latest visible filing shows EMR at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in EMERSON ELEC CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EMR was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crumly & Associates Inc. held EMR β€” position size vs. price
% of Fund (quarterly)    EMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 4,166 +709 +20.5% 0.11% $546K 2026-05-15 (Est.) $142.44
2025 Q4 ADDED 3,457 +397 +13.0% 0.10% $459K 2026-01-14 $147.58
2025 Q3 ADDED 3,060 +630 +25.9% 0.09% $401K 2025-11-03 $138.89
2025 Q2 ADDED 2,430 +66 +2.8% 0.08% $324K 2025-07-02 $136.13
2025 Q1 ADDED 2,364 +279 +13.4% 0.07% $259K 2025-04-22 $98.16
2024 Q4 REDUCED 2,085 -4 -0.2% 0.07% $258K 2025-02-03 $125.23
2024 Q3 INITIATED 2,089 β€” β€” 0.06% $228K 2024-11-01 $105.80

FAQ About Crumly & Associates Inc. and EMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crumly & Associates Inc. reported owning EMR?

Crumly & Associates Inc. reported EMR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported EMR position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for EMR was 0.11% in 2026 Q1.

What is the latest reported EMR position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 4,166 shares, equal to 0.11% of portfolio, with an estimated market value of $546K.

What does the chart on this EMR ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly EMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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