EMR β€” EMERSON ELEC CO

Ownership history in MB, LEVIS & ASSOCIATES, LLC  Β·  5 quarters on record

AI Ownership Summary

MB, LEVIS & ASSOCIATES, LLC reported EMERSON ELEC CO (EMR) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.87% in 2025 Q2. The latest visible filing shows EMR at 0.74% 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 MB, LEVIS & ASSOCIATES, LLC'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 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 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 MB, LEVIS & ASSOCIATES, LLC held EMR β€” position size vs. price
% of Fund (quarterly)    EMR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 13,528 -7 -0.1% 0.74% $1.8M 2026-04-08 $142.66
2025 Q4 REDUCED 13,535 -354 -2.5% 0.76% $1.8M 2026-01-14 $147.58
2025 Q3 REDUCED 13,889 -971 -6.5% 0.79% $1.8M 2025-10-15 $129.21
2025 Q2 REDUCED 14,860 -56 -0.4% 0.87% $2.0M 2025-07-29 $145.83
2025 Q1 INITIATED 14,916 β€” β€” 0.76% $1.6M 2025-05-07 $108.06

FAQ About MB, LEVIS & ASSOCIATES, LLC and EMR

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

How long has MB, LEVIS & ASSOCIATES, LLC reported owning EMR?

MB, LEVIS & ASSOCIATES, LLC reported EMR across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported EMR position in MB, LEVIS & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for EMR was 0.87% in 2025 Q2.

What is the latest reported EMR position on this page?

The most recent filing on this page is 2026 Q1, when MB, LEVIS & ASSOCIATES, LLC reported 13,528 shares, equal to 0.74% of portfolio, with an estimated market value of $1.8M.

What does the chart on this EMR ownership page compare?

The chart compares MB, LEVIS & ASSOCIATES, LLC'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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