Emerson Electric Co.
MX ˙ BMV ˙ US2910111044
SecurityMX:EMR / Emerson Electric Co.
InstitutionPaulson Wealth Management Inc.
Latest Disclosed Ownership2,510 shares
Latest Disclosed Value $ 328,914
Paulson Wealth Management Inc. reports 1.25% increase in ownership of EMR / Emerson Electric Co.

On May 8, 2026 - Paulson Wealth Management Inc. filed a 13F-HR form disclosing ownership of 2,510 shares of Emerson Electric Co. (MX:EMR) valued at $328,914 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 2,479 shares of Emerson Electric Co.. This represents a change in shares of 1.25% 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)
2026-05-08 2026-03-31 13F EMERSON ELEC COM 291011104 2,510 31 1.25 329 -0.30 0.0771
2026-02-05 2025-12-31 13F EMERSON ELEC COM 291011104 2,479 -205 -7.64 329 -6.53 0.0760
2025-11-03 2025-09-30 13F EMERSON ELEC COM 291011104 2,684 -190 -6.61 352 -8.09 0.0832
2025-08-06 2025-06-30 13F EMERSON ELEC COM 291011104 2,874 0 0.00 383 21.59 0.0992
2025-05-12 2025-03-31 13F EMERSON ELEC COM 291011104 2,874 192 7.16 315 -5.12 0.0887
2025-02-13 2024-12-31 13F EMERSON ELEC COM 291011104 2,682 8 0.30 332 13.70 0.0907
2024-11-05 2024-09-30 13F EMERSON ELEC COM 291011104 2,674 0 0.00 292 -0.68 0.0782
2024-07-25 2024-06-30 13F EMERSON ELEC COM 291011104 2,674 0 0.00 295 -2.97 0.0860
2024-05-03 2024-03-31 13F EMERSON ELEC COM 291011104 2,674 -37 -1.36 303 15.21 0.0892
2024-02-13 2023-12-31 13F EMERSON ELEC COM 291011104 2,711 0 0.00 264 0.77 0.0845
2023-11-01 2023-09-30 13F EMERSON ELEC COM 291011104 2,711 -17 -0.62 262 6.10 0.0915
2023-08-01 2023-06-30 13F EMERSON ELEC COM 291011104 2,728 0 0.00 247 3.80 0.0842
2023-05-09 2023-03-31 13F EMERSON ELEC COM 291011104 2,728 0 0.00 238 -9.54 0.1057
2023-01-26 2022-12-31 13F EMERSON ELEC COM 291011104 2,728 2,728 262 0.1279
2022-11-02 2022-09-30 13F EMERSON ELEC COM 291011104 0 -3,011 -100.00 0 -100.00
2022-08-05 2022-06-30 13F EMERSON ELEC COM 291011104 3,011 0 0.00 239 -18.98 0.1259
2022-05-02 2022-03-31 13F EMERSON ELEC COM 291011104 3,011 -436 -12.65 295 -7.81 0.1346
2022-01-28 2021-12-31 13F EMERSON ELEC COM 291011104 3,447 -2,415 -41.20 320 -42.03 0.1430
2021-10-22 2021-09-30 13F EMERSON ELEC COM 291011104 5,862 -3 -0.05 552 -2.13 0.2623
2021-07-26 2021-06-30 13F EMERSON ELEC COM 291011104 5,865 312 5.62 564 10.81 0.2729
2021-04-30 2021-03-31 13F EMERSON ELEC COM 291011104 5,553 348 6.69 509 21.77 0.2529
2021-02-05 2020-12-31 13F EMERSON ELEC COM 291011104 5,205 5,205 418 0.2435
2020-04-29 2020-03-31 13F EMERSON ELEC COM 291011104 0 -3,471 -100.00 0 -100.00
2020-01-21 2019-12-31 13F EMERSON ELEC COM 291011104 3,471 -382 -9.91 270 4.65 0.1907
2019-10-30 2019-09-30 13F EMERSON ELEC COM 291011104 3,853 -412 -9.66 258 -9.47 0.1944
2019-07-30 2019-06-30 13F EMERSON ELEC COM 291011104 4,265 -380 -8.18 285 -10.38 0.2124
2019-04-24 2019-03-31 13F EMERSON ELEC COM 291011104 4,645 -64 -1.36 318 7.07 0.2412
2019-01-23 2018-12-31 13F EMERSON ELEC COM 291011104 4,709 1,004 27.10 297 16.47 0.2451
2018-10-26 2018-09-30 13F EMERSON ELEC COM 291011104 3,705 -50 -1.33 255 -1.92 0.2287
2018-08-01 2018-06-30 13F EMERSON ELEC COM 291011104 3,755 -10 -0.27 260 1.17 0.2567
2018-05-02 2018-03-31 13F EMERSON ELEC COM 291011104 3,765 110 3.01 257 0.78 0.2558
2018-02-28 2017-12-31 13F EMERSON ELEC COM 291011104 3,655 3,655 255 0.2239
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.