Position in EMR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,818,005
+$140,949 QoQ
Shares Held
12,700
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#866
of 2,282 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $23,821,719 across 7 Specialty Industrial Machinery names. EMR ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOV |
DOVER Corp
|
34,005 | $7,626,641 | |
| 2 | OTIS |
Otis Worldwide Corp
|
98,210 | $7,031,836 | |
| 3 | ITW |
Illinois Tool Works Inc
|
23,696 | $6,409,057 | |
| 4 | EMR |
Emerson Electric Co
This page
|
12,700 | $1,818,005 | |
| 5 | GEV |
GE Vernova Inc.
|
379 | $445,271 | |
| 6 | ETN |
Eaton Corp plc
|
588 | $250,558 | |
| 7 | CMI |
Cummins Inc
|
337 | $240,351 |
All Filings in EMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,818,005 | 12,700 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,677,056 | 12,800 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,705,452 | 12,850 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,656,803 | 12,630 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,683,957 | 12,630 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,384,753 | 12,630 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,577,133 | 12,726 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $1,397,748 | 12,780 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,407,844 | 12,780 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,449,507 | 12,780 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,351,816 | 13,889 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,433,002 | 14,839 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,341,297 | 14,839 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,293,070 | 14,839 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,425,433 | 14,839 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $970,823 | 13,259 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,054,620 | 13,259 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,300,044 | 13,259 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,418,629 | 15,259 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,446,817 | 15,359 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,481,518 | 15,394 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,561,617 | 17,309 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $1,390,401 | 17,300 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,142,557 | 17,425 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,080,872 | 17,425 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $830,301 | 17,425 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||