Position in EMR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$322,516
+$78,033 QoQ
Shares Held
2,253
+20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,691
of 2,282 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $4,789,978 across 12 Specialty Industrial Machinery names. EMR ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
2,649 | $1,311,466 | |
| 2 | ETN |
Eaton Corp plc
|
2,648 | $1,128,365 | |
| 3 | GEV |
GE Vernova Inc.
|
610 | $716,664 | |
| 4 | PH |
Parker-Hannifin Corp
|
715 | $699,355 | |
| 5 | EMR |
Emerson Electric Co
This page
|
2,253 | $322,516 | |
| 6 | CMI |
Cummins Inc
|
386 | $275,299 | |
| 7 | ITW |
Illinois Tool Works Inc
|
469 | $126,850 | |
| 8 | AME |
Ametek Inc/
|
510 | $123,389 |
All Filings in EMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,516 | 2,253 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $244,483 | 1,866 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $247,655 | 1,866 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $269,181 | 2,052 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $324,925 | 2,437 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $297,343 | 2,712 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $336,098 | 2,712 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $318,485 | 2,912 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $355,596 | 3,228 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $366,119 | 3,228 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $323,914 | 3,328 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $314,045 | 3,252 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $293,948 | 3,252 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $283,379 | 3,252 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $314,500 | 3,274 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $247,776 | 3,384 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $269,163 | 3,384 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $341,115 | 3,479 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $370,206 | 3,982 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $357,771 | 3,798 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $385,344 | 4,004 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $361,240 | 4,004 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $361,182 | 4,494 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $307,851 | 4,695 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $278,824 | 4,495 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $252,068 | 5,290 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||