Emerson Electric Co.
MX ˙ BMV ˙ US2910111044
SecurityMX:EMR / Emerson Electric Co.
InstitutionFormidable Asset Management, LLC
Latest Disclosed Ownership5,519 shares
Latest Disclosed Value $ 732,536
Formidable Asset Management, LLC reports 1.76% decrease in ownership of EMR / Emerson Electric Co.

On April 22, 2026 - Formidable Asset Management, LLC filed a 13F-HR form disclosing ownership of 5,519 shares of Emerson Electric Co. (MX:EMR) valued at $732,536 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 5,618 shares of Emerson Electric Co.. This represents a change in shares of -1.76% 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)
2026-04-22 2026-03-31 13F EMERSON ELEC COM 291011104 5,519 -99 -1.76 733 -0.54 0.1131
2026-01-16 2025-12-31 13F EMERSON ELEC COM 291011104 5,618 -793 -12.37 737 -13.82 0.1072
2025-10-29 2025-09-30 13F EMERSON ELEC COM 291011104 6,411 -2,080 -24.50 855 -8.17 0.1346
2025-07-16 2025-06-30 13F EMERSON ELEC COM 291011104 8,491 0 0.00 931 0.00 0.1557
2025-05-05 2025-03-31 13F EMERSON ELEC COM 291011104 8,491 -3,236 -27.59 931 -35.99 0.1556
2025-02-19 2024-12-31 13F EMERSON ELEC COM 291011104 11,727 -1,393 -10.62 1,453 1.32 0.2387
2024-11-12 2024-09-30 13F EMERSON ELEC COM 291011104 13,120 -228 -1.71 1,435 -2.45 0.2292
2024-08-08 2024-06-30 13F EMERSON ELEC COM 291011104 13,348 678 5.35 1,470 2.37 0.2378
2024-05-15 2024-03-31 13F EMERSON ELEC COM 291011104 12,670 257 2.07 1,437 18.87 0.2343
2024-02-07 2023-12-31 13F EMERSON ELEC COM 291011104 12,413 -79 -0.63 1,208 0.17 0.2509
2023-11-09 2023-09-30 13F EMERSON ELEC COM 291011104 12,492 18 0.14 1,206 120,500.00 0.2673
2023-08-15 2023-06-30 13F EMERSON ELEC EMR 291011104 12,474 -250 -1.96 1 0.00 0.2462
2023-05-09 2023-03-31 13F EMERSON ELEC EMR 291011104 12,724 121 0.96 1 0.00 0.2346
2023-02-07 2022-12-31 13F EMERSON ELEC COM 291011104 12,603 19 0.15 1 -99.91 0.2736
2022-11-14 2022-09-30 13F EMERSON ELEC COM 291011104 12,584 21 0.17 1,064 6.51 0.2468
2022-08-18 2022-06-30 13F/A-1 EMERSON ELEC COM 291011104 12,563 19 0.15 999 -18.78 0.2249
2022-08-16 2022-06-30 13F EMERSON ELEC COM 291011104 12,563 19 999 0.2320
2022-05-04 2022-03-31 13F EMERSON ELEC COM 291011104 12,544 8 0.06 1,230 2.41 0.2358
2022-02-07 2021-12-31 13F EMERSON ELEC EMR 291011104 12,536 19 0.15 1,201 1.87 0.2305
2021-11-10 2021-09-30 13F EMERSON ELEC COM 291011104 12,517 -308 -2.40 1,179 -5.45 0.2214
2021-08-16 2021-06-30 13F/A-2 EMERSON ELEC Common Stock 291011104 12,825 17 0.13 1,247 7.69 0.2678
2021-08-06 2021-06-30 13F EMERSON ELEC COM 291011104 1 -12,807 1,247 0.2938
2021-05-12 2021-03-31 13F EMERSON ELEC EMR 291011104 12,808 -1,304 -9.24 1,158 5.18 0.2517
2021-01-29 2020-12-31 13F EMERSON ELEC COM 291011104 14,112 20 0.14 1,101 19.16 0.2551
2020-12-14 2020-09-30 13F/A-1 EMERSON ELEC Equity 291011104 14,092 -1,065 -7.03 924 -4.15 0.2693
2020-11-13 2020-09-30 13F EMERSON ELEC Common 291011104 14,092 -1,065 924 251,686.0788
2020-08-13 2020-06-30 13F EMERSON ELEC Equity 291011104 15,157 23 0.15 964 33.70 0.2843
2020-06-01 2020-03-31 13F EMERSON ELEC Common 291011104 15,134 4,947 48.56 721 -8.39 0.2839
2020-02-13 2019-12-31 13F EMERSON ELEC COM 291011104 10,187 -324 -3.08 787 11.16 0.2481
2019-11-08 2019-09-30 13F EMERSON ELEC COM 291011104 10,511 190 1.84 708 5.67 0.6552
2019-10-15 2019-06-30 13F EMERSON ELEC COM 291011104 10,321 10,321 -11.25 670 -3.60 0.2304
2019-10-15 2019-03-31 13F EMERSON ELEC Common 291011104 0 -11,629 -100.00 0 -100.00
2019-02-06 2018-12-31 13F EMERSON ELEC Common 291011104 11,629 0 0.00 695 -23.88 0.3675
2018-11-07 2018-09-30 13F EMERSON ELEC Common 291011104 11,629 77 0.67 913 14.27 0.3595
2018-08-08 2018-06-30 13F EMERSON ELEC Common 291011104 11,552 -789 -6.39 799 -5.22 0.3439
2018-05-04 2018-03-31 13F EMERSON ELEC Common 291011104 12,341 -339 -2.67 843 -4.64 0.4223
2018-02-13 2017-12-31 13F EMERSON ELEC Common 291011104 12,680 -1 -0.01 884 10.92 0.4067
2017-11-13 2017-09-30 13F EMERSON ELEC Common 291011104 12,681 -48 -0.38 797 5.01 0.3363
2017-08-11 2017-06-30 13F EMERSON ELEC Common 291011104 12,729 -184 -1.42 759 0.26 0.3743
2017-05-12 2017-03-31 13F EMERSON ELEC Common 291011104 12,913 -464 -3.47 757 1.47 0.3301
2017-02-08 2016-12-31 13F EMERSON ELEC Common 291011104 13,377 -729 -5.17 746 -2.99 0.3769
2016-11-14 2016-09-30 13F EMERSON ELEC Common 291011104 14,106 32 0.23 769 -2.78 0.3822
2016-08-12 2016-06-30 13F EMERSON ELEC Common 291011104 14,074 1,806 14.72 791 16.67 0.4402
2016-05-10 2016-03-31 13F EMERSON ELEC COM 291011104 12,268 -58 -0.47 678 18.53 0.4765
2016-02-02 2015-12-31 13F EMERSON ELEC COM 291011104 12,326 -5,973 -32.64 572 -29.21 0.3963
2015-11-12 2015-09-30 13F EMERSON ELEC COM 291011104 18,299 566 3.19 808 -17.80 0.5395
2015-08-14 2015-06-30 13F EMERSON ELEC COM 291011104 17,733 0 0.00 983 -7.87 0.6269
2015-05-14 2015-03-31 13F EMERSON ELEC COM 291011104 17,733 -100 -0.56 1,067 -3.09 0.7019
2015-02-27 2014-12-31 13F EMERSON ELEC COM 291011104 17,833 0 0.00 1,101 -4.26 0.7519
2014-11-14 2014-09-30 13F EMERSON ELEC COM 291011104 17,833 15,058 542.63 1,150 525.00 0.7600
2014-08-21 2014-06-30 13F EMERSON ELEC COM 291011104 2,775 -100 -3.48 184 -6.12 0.1112
2014-05-15 2014-03-31 13F EMERSON ELEC COM 291011104 2,875 600 26.37 196 32.43 0.1369
2014-02-18 2013-12-31 13F EMERSON ELEC COM 291011104 2,275 0 0.00 148 0.68 0.0996
2013-11-26 2013-09-30 13F EMERSON ELEC COM 291011104 2,275 2,275 147 0.1270
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.