EMR EMERSON ELEC CO COMMON

Ownership history in LYNCH & ASSOCIATES/IN  ·  93 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported EMERSON ELEC CO COMMON (EMR) in 93 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.07% in 2024 Q4. The latest visible filing shows EMR at 1.85% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LYNCH & ASSOCIATES/IN's position in EMERSON ELEC CO COMMON, 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
2025 Q4

EMR was reported at 1.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 LYNCH & ASSOCIATES/IN held EMR — position size vs. price
% of Fund (quarterly)    EMR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 73,714 -1,116 -1.5% 1.85% $9.8M 2026-02-14 (Est.) $148.13
2025 Q3 REDUCED 74,830 -1,403 -1.8% 1.90% $9.8M 2025-10-07 $130.42
2025 Q2 REDUCED 76,233 -417 -0.5% 2.05% $10.2M 2025-07-15 $138.01
2025 Q1 REDUCED 76,650 -511 -0.7% 1.82% $8.4M 2025-04-17 $97.94
2024 Q4 REDUCED 77,161 -2,675 -3.4% 2.07% $9.6M 2025-01-10 $115.52
2024 Q3 REDUCED 79,836 -1,943 -2.4% 1.85% $8.7M 2024-10-15 $106.57
2024 Q2 ADDED 81,779 +3,358 +4.3% 2.03% $9.0M 2024-08-06 $104.61
2024 Q1 REDUCED 78,421 -3,779 -4.6% 2.05% $8.9M 2024-04-09 $110.38
2023 Q4 REDUCED 82,200 -1,431 -1.7% 1.94% $8.0M 2024-01-08 $92.07
84 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and EMR

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

How long has LYNCH & ASSOCIATES/IN reported owning EMR?

LYNCH & ASSOCIATES/IN reported EMR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EMR position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for EMR was 2.07% in 2024 Q4.

What is the latest reported EMR position on this page?

The most recent filing on this page is 2025 Q4, when LYNCH & ASSOCIATES/IN reported 73,714 shares, equal to 1.85% of portfolio, with an estimated market value of $9.8M.

What does the chart on this EMR ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN'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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