EMR — EMERSON ELEC CO

Ownership history in Exeter Financial, LLC  ·  31 quarters on record

This page tracks every 13F SEC filing in which Exeter Financial, LLC reported a position in EMERSON ELEC CO (EMR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.06% (2018 Q2)
Avg. % of fund
2.42%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 38,084 -80 -0.2% 2.15% $5.1M $132.21
2025 Q3 REDUCED 38,164 -3,220 -7.8% 2.16% $5.0M $130.11
2025 Q2 REDUCED 41,384 -477 -1.1% 2.46% $5.5M $131.73
2025 Q1 REDUCED 41,861 -113 -0.3% 2.06% $4.6M $107.85
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EMR price (monthly, adj. close)

Other funds also holding EMR

As of 2025 Q4 — sorted by position size

ACUTE INVESTMENT ADVISORY, LLC 3Y 15.45% Clean Energy Transition LLP 3Y 14.96% JOHN G ULLMAN & ASSOCIATES INC 3Y 7Y 4.91% ECOFI INVESTISSEMENTS SA 4.77% VANTAGE WEALTH 3Y 7Y 4.42% Guinness Asset Management LTD 3Y 7Y 4.04% ABSHER WEALTH MANAGEMENT, LLC 3Y 3.93% Centerstone Investors, LLC 3Y 7Y 3.52% Sunflower Bank, N.A. 3Y 3.45% Eldred Rock Partners, LLC 3.3%
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