Emerson Electric Co.
MX ˙ BMV ˙ US2910111044
SecurityMX:EMR / Emerson Electric Co.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership15,909 shares
Latest Disclosed Value $ 2,084,340
IHT Wealth Management, LLC reports 5.02% increase in ownership of EMR / Emerson Electric Co.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 15,909 shares of Emerson Electric Co. (MX:EMR) valued at $2,084,340 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 15,149 shares of Emerson Electric Co.. This represents a change in shares of 5.02% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F Emerson Electric COM 291011104 15,909 760 5.02 2,084 3.68 0.0482
2026-02-17 2025-12-31 13F Emerson Electric COM 291011104 15,149 -1,050 -6.48 2,011 -5.37 0.0489
2025-11-14 2025-09-30 13F Emerson Electric COM 291011104 16,199 641 4.12 2,125 2.41 0.0537
2025-08-14 2025-06-30 13F Emerson Electric COM 291011104 15,558 136 0.88 2,074 22.72 0.0570
2025-05-15 2025-03-31 13F Emerson Electric COM 291011104 15,422 327 2.17 1,691 -9.63 0.0528
2025-02-14 2024-12-31 13F Emerson Electric COM 291011104 15,095 -705 -4.46 1,871 8.22 0.0604
2024-11-14 2024-09-30 13F Emerson Electric COM 291011104 15,800 643 4.24 1,728 3.54 0.0490
2024-08-14 2024-06-30 13F EMERSON ELECTRIC COM 291011104 15,157 264 1.77 1,670 -1.18 0.0623
2024-05-15 2024-03-31 13F Emerson Electric COM 291011104 14,893 -324 -2.13 1,689 14.04 0.0677
2024-02-14 2023-12-31 13F EMERSON ELECTRIC COM 291011104 15,217 176 1.17 1,481 2.00 0.0660
2023-11-14 2023-09-30 13F EMERSON ELECTRIC COM 291011104 15,041 245 1.66 1,452 8.60 0.0736
2023-08-15 2023-06-30 13F EMERSON ELECTRIC COM 291011104 14,796 5,173 53.76 1,337 59.55 0.0697
2023-05-15 2023-03-31 13F EMERSON ELECTRIC COM 291011104 9,623 737 8.29 839 -1.76 0.0479
2023-02-15 2022-12-31 13F EMERSON ELECTRIC COM 291011104 8,886 349 4.09 854 36.48 0.0536
2022-11-22 2022-09-30 13F EMERSON ELECTRIC COM 291011104 8,537 791 10.21 625 1.46 0.0475
2022-08-15 2022-06-30 13F EMERSON ELECTRIC COM 291011104 7,746 6 0.08 616 -18.84 0.0543
2022-05-16 2022-03-31 13F EMERSON ELECTRIC COM 291011104 7,740 -386 -4.75 759 0.53 0.0575
2022-02-14 2021-12-31 13F EMERSON ELECTRIC COM 291011104 8,126 40 0.49 755 -0.92 0.0557
2021-11-15 2021-09-30 13F EMERSON ELECTRIC COM 291011104 8,086 -12,866 -61.41 762 -62.20 0.0620
2021-08-16 2021-06-30 13F EMERSON ELECTRIC COM 291011104 20,952 11,022 111.00 2,016 125.00 0.1279
2021-05-18 2021-03-31 13F EMERSON ELEC COM 291011104 9,930 -31 -0.31 896 11.86 0.0644
2021-02-17 2020-12-31 13F EMERSON ELEC COM 291011104 9,961 618 6.61 801 30.67 0.0666
2020-11-19 2020-09-30 13F EMERSON ELEC COM 291011104 9,343 1,025 12.32 613 18.80 0.0615
2020-08-14 2020-06-30 13F EMERSON ELEC COM 291011104 8,318 -548 -6.18 516 22.27 0.0707
2020-05-13 2020-03-31 13F EMERSON ELEC COM 291011104 8,866 1,190 15.50 422 -27.86 0.0608
2020-02-18 2019-12-31 13F EMERSON ELEC COM 291011104 7,676 -1,441 -15.81 585 -4.10 0.0693
2019-11-15 2019-09-30 13F EMERSON ELECTRIC COM 291011104 9,117 1,483 19.43 610 19.84 0.0829
2019-08-12 2019-06-30 13F EMERSON ELECTRIC COM 291011104 7,634 -244 -3.10 509 -5.57 0.0739
2019-05-16 2019-03-31 13F EMERSON ELEC COM 291011104 7,878 -469 -5.62 539 8.02 0.0898
2019-02-14 2018-12-31 13F EMERSON ELECTRIC COM 291011104 8,347 94 1.14 499 -21.04 0.0961
2018-11-14 2018-09-30 13F EMERSON ELECTRIC COM 291011104 8,253 1,420 20.78 632 33.90 0.1367
2018-08-13 2018-06-30 13F EMERSON ELECTRIC COM 291011104 6,833 19 0.28 472 4.42 0.1206
2018-05-14 2018-03-31 13F EMERSON ELECTRIC COM 291011104 6,814 52 0.77 452 -7.38 0.1214
2018-02-14 2017-12-31 13F EMERSON ELECTRIC COM 291011104 6,762 5,653 509.74 488 587.32 0.1292
2017-11-14 2017-09-30 13F EMERSON ELECTRIC COM 291011104 1,109 61 5.82 71 1,320.00 0.0302
2017-08-14 2017-06-30 13F/A-1 EMERSON ELECTRIC COM 291011104 1,048 287 37.71 5 -88.89 0.0024
2017-08-14 2017-06-30 13F EMERSON ELECTRIC COM 291011104 1,048 287 425
2017-05-15 2017-03-31 13F EMERSON ELECTRIC COM 291011104 761 103 15.65 45 21.62 0.0300
2017-02-14 2016-12-31 13F EMERSON ELECTRIC COM 291011104 658 658 37 0.0280
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.