EMR — EMERSON ELEC CO

Ownership history in Oak Thistle LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Oak Thistle 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
0.52% (2021 Q4)
Avg. % of fund
0.36%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,608 +6,374 +150.5% 0.21% $1.4M $130.11
2024 Q1 REDUCED 4,234 -5,266 -55.4% 0.43% $480K $109.58
2023 Q3 ADDED 9,500 +2,319 +32.3% 0.27% $917K $92.29
2021 Q4 INITIATED 7,181 — — 0.52% $667K $85.29
% 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%
← Back to Oak Thistle LLC Holdings