에머슨 일렉트릭(주)
MX ˙ BMV ˙ US2910111044
SecurityMX:EMR / Emerson Electric Co.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership19,007 shares
Latest Disclosed Value $ 2,490,340
WealthPLAN Partners, LLC reports 27.69% decrease in ownership of EMR / Emerson Electric Co.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 19,007 shares of Emerson Electric Co. (MX:EMR) valued at $2,490,340 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 26,287 shares of Emerson Electric Co.. This represents a change in shares of -27.69% 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)
2026-04-29 2026-03-31 13F EMERSON ELEC COM 291011104 19,007 -7,280 -27.69 2,490 -28.61 0.4060
2026-02-12 2025-12-31 13F EMERSON ELEC COM 291011104 26,287 -3,877 -12.85 3,489 -11.83 0.5212
2025-10-27 2025-09-30 13F EMERSON ELEC COM 291011104 30,164 -1,055 -3.38 3,957 -4.95 0.5931
2025-07-28 2025-06-30 13F EMERSON ELEC COM 291011104 31,219 -2,993 -8.75 4,162 10.99 0.6699
2025-05-12 2025-03-31 13F EMERSON ELEC COM 291011104 34,212 296 0.87 3,751 -10.78 0.5288
2025-01-30 2024-12-31 13F EMERSON ELEC COM 291011104 33,916 824 2.49 4,203 16.14 0.5962
2024-11-05 2024-09-30 13F EMERSON ELEC COM 291011104 33,092 5,207 18.67 3,619 17.84 0.4859
2024-08-09 2024-06-30 13F EMERSON ELEC COM 291011104 27,885 27,885 3,072 0.3298
2024-01-05 2023-12-31 13F EMERSON ELEC COM 291011104 0 -3,589 -100.00 0 -100.00
2023-11-02 2023-09-30 13F EMERSON ELEC COM 291011104 3,589 0 0.00 347 6.79 0.0403
2023-07-31 2023-06-30 13F Emerson Electric Stock/ETF 291011104 3,589 271 8.17 324 12.11 0.0459
2023-05-10 2023-03-31 13F Emerson Electric Stock/ETF 291011104 3,318 20 0.61 289 2.12 0.0329
2023-02-16 2022-12-31 13F EMERSON ELEC COM 291011104 3,298 -98 -2.89 284 -7.52 0.0198
2022-05-03 2022-03-31 13F EMERSON ELEC COM 291011104 3,396 19 0.56 306 -1.61 0.0212
2022-02-01 2021-12-31 13F EMERSON ELEC COM 291011104 3,377 -697 -17.11 311 -17.29 0.0205
2021-12-09 2021-09-30 13F EMERSON ELEC COM 291011104 4,074 -21 -0.51 376 -11.94 0.0250
2021-08-19 2021-06-30 13F EMERSON ELEC COM 291011104 4,095 -135 -3.19 427 10.91 0.0300
2021-05-11 2021-03-31 13F EMERSON ELEC COM 291011104 4,230 4,230 385 0.0299
2020-05-15 2020-03-31 13F EMERSON ELEC COM 291011104 0 -78,977 -100.00 0 -100.00
2020-02-14 2019-12-31 13F EMERSON ELEC COM 291011104 78,977 -30,806 -28.06 5,954 -26.29 0.7029
2019-11-15 2019-09-30 13F EMERSON ELEC COM 291011104 109,783 9,967 9.99 8,078 36.73 1.1042
2019-08-19 2019-06-30 13F EMERSON ELEC COM 291011104 99,816 6,571 7.05 5,908 -3.34 0.8894
2019-05-16 2019-03-31 13F EMERSON ELEC COM 291011104 93,245 5,262 5.98 6,112 1.70 0.9541
2019-02-20 2018-12-31 13F EMERSON ELEC COM 291011104 87,983 17,184 24.27 6,010 26.50 0.9666
2018-11-21 2018-09-30 13F EMERSON ELEC COM 291011104 70,799 4,612 6.97 4,751 3.82 0.8673
2018-08-16 2018-06-30 13F EMERSON ELEC COM 291011104 66,187 11,792 21.68 4,576 23.18 0.9380
2018-05-15 2018-03-31 13F EMERSON ELEC COM 291011104 54,395 10,627 24.28 3,715 21.80 0.8152
2018-02-16 2017-12-31 13F EMERSON ELEC COM 291011104 43,768 1,480 3.50 3,050 14.79 0.8166
2017-11-14 2017-09-30 13F EMERSON ELEC COM 291011104 42,288 1,530 3.75 2,657 9.34 0.7454
2017-08-11 2017-06-30 13F EMERSON ELEC COM 291011104 40,758 39,453 3,023.22 2,430 3,055.84 0.6979
2017-04-19 2017-03-31 13F EMERSON ELECTRIC Common Stock 291011104 1,305 -33,257 -96.22 78 -95.82 0.2699
2016-12-09 2016-09-30 13F EMERSON ELECTRIC Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 291011104 34,562 -20,125 -36.80 1,844 31.46 0.6004
2016-08-08 2016-06-30 13F Emerson Electric Common Stock 291011104 54,687 24,980 84.09 1,402 187.89 0.1799
2016-03-24 2015-12-31 13F EMERSON ELEC COM 291011104 29,707 29,663 67,415.91 487 24,250.00 0.0792
2015-08-10 2015-06-30 13F EMERSON ELEC COM 291011104 44 -36 -45.00 2 -50.00 0.0009
2015-05-04 2015-03-31 13F Emerson Electric Common Stock 291011104 80 80 4 0.0019
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.