SEC 13F Intelligence

Massachusetts Wealth Management / EMR

Massachusetts Wealth Management’s Emerson Elec Co Position

Does Massachusetts Wealth Management own Emerson Elec Co (EMR)? Yes19.7K shares worth $3M (+1.12% of its 13F portfolio) as of Q1 2026, down from 19.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
19.7K
% of Portfolio
+1.12%
Quarters Held
14
currently held

Position History EMR

Reported value by quarter
Q4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ2 ’23Q3 ’23: $1MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.7K$3M+1.12%
Q4 202519.8K$3M+1.22%
Q3 202519.9K$3M+1.29%
Q2 202519.5K$3M+1.47%
Q1 202519.0K$2M+1.43%
Q4 202418.5K$2M+1.41%
Q3 202418.0K$2M+1.24%
Q2 202416.3K$2M+1.21%
Q1 202416.2K$2M+1.30%
Q4 202315.4K$2M+1.21%
Q3 202315.0K$1M+1.33%
Q2 202314.8K$1M+1.28%
Q1 202314.2K$1M+1.27%
Q4 202214.7K$1M+1.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Massachusetts Wealth Management’s full portfolio or all institutional holders of EMR.