Position in EMR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$13,887,124
+$1,116,605 QoQ
Shares Held
97,011
-0.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
2.39%
of 13F equity value
Holder Rank
#309
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, 2026FORBES J M & CO LLP holds $14,535,981 across 2 Specialty Industrial Machinery names. EMR ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
This page
|
97,011 | $13,887,124 | |
| 2 | ITW |
Illinois Tool Works Inc
|
2,399 | $648,857 |
All Filings in EMR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,887,124 | 97,011 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $12,770,519 | 97,470 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $12,716,035 | 95,811 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,585,966 | 12,090 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,603,026 | 12,023 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,318,201 | 12,023 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,490,010 | 12,023 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,314,955 | 12,023 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,332,715 | 12,098 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,363,648 | 12,023 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,177,498 | 12,098 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,161,061 | 12,023 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,086,758 | 12,023 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,048,119 | 12,028 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,148,205 | 11,953 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $875,198 | 11,953 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $951,139 | 11,958 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,173,658 | 11,970 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,112,850 | 11,970 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,128,045 | 11,975 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,206,849 | 12,540 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,131,358 | 12,540 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,009,849 | 12,565 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $823,887 | 12,565 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $779,406 | 12,565 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $602,296 | 12,640 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||