EMR Emerson Elec Co Common

Ownership history in MONARCH CAPITAL MANAGEMENT INC  ·  97 quarters on record

AI Ownership Summary

MONARCH CAPITAL MANAGEMENT INC reported Emerson Elec Co Common (EMR) in 97 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.16% in 2024 Q1. The latest visible filing shows EMR at 1.87% 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 MONARCH CAPITAL MANAGEMENT INC'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 1.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.16% in 2024 Q1

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 MONARCH CAPITAL MANAGEMENT INC 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 57,236 -1,496 -2.5% 1.87% $7.6M 2026-02-14 (Est.) $148.13
2025 Q3 REDUCED 58,732 -500 -0.8% 1.89% $7.7M 2025-10-20 $129.29
2025 Q2 REDUCED 59,232 -2,944 -4.7% 2.12% $7.9M 2025-08-20 $129.83
2025 Q1 REDUCED 62,176 -948 -1.5% 1.89% $6.8M 2025-04-15 $98.80
2024 Q4 REDUCED 63,124 -2,787 -4.2% 2.14% $7.8M 2025-01-15 $118.24
2024 Q3 REDUCED 65,911 -177 -0.3% 1.94% $7.2M 2024-10-16 $107.88
2024 Q2 REDUCED 66,088 -1,296 -1.9% 2.14% $7.3M 2024-07-24 $110.72
2024 Q1 REDUCED 67,384 -1,652 -2.4% 2.16% $7.6M 2024-04-25 $105.89
2023 Q4 REDUCED 69,036 -1,295 -1.8% 2.04% $6.7M 2024-01-17 $88.85
88 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MONARCH CAPITAL MANAGEMENT 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 MONARCH CAPITAL MANAGEMENT INC reported owning EMR?

MONARCH CAPITAL MANAGEMENT INC reported EMR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EMR position in MONARCH CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for EMR was 2.16% in 2024 Q1.

What is the latest reported EMR position on this page?

The most recent filing on this page is 2025 Q4, when MONARCH CAPITAL MANAGEMENT INC reported 57,236 shares, equal to 1.87% of portfolio, with an estimated market value of $7.6M.

What does the chart on this EMR ownership page compare?

The chart compares MONARCH CAPITAL MANAGEMENT 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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