Obermeyer Wealth Partners

Position in EMR — Emerson Electric Co

CIK 1349654 ASPEN, CO

Position in EMR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$961,824

+$80,191 QoQ

Shares Held

6,719

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,106

of 2,282 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Obermeyer Wealth Partners holds $6,824,335 across 6 Specialty Industrial Machinery names. EMR ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	9,538	$4,064,332
2	EMR	Emerson Electric Co This page	6,719	$961,824
3	CMI	Cummins Inc	1,213	$865,123
4	GEV	GE Vernova Inc.	341	$400,627
5	ITW	Illinois Tool Works Inc	1,000	$270,470
6	DOV	DOVER Corp	1,168	$261,959

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$961,824	6,719	-0.1%	Shares	Sole	2026-07-29
2026-03-31	$881,633	6,729	-2.2%	Shares	Sole	2026-04-21
2025-12-31	$913,511	6,883	-13.0%	Shares	Sole	2026-01-29
2025-09-30	$1,038,420	7,916	-11.9%	Shares	Sole	2025-10-27
2025-06-30	$1,197,836	8,984	+2.3%	Shares	Sole	2025-08-05
2025-03-31	$962,968	8,783	+8.2%	Shares	Sole	2025-05-06
2024-12-31	$1,005,691	8,115	+38.4%	Shares	Sole	2025-02-14
2024-09-30	$641,126	5,862	+12.3%	Shares	Sole	2024-11-05
2024-06-30	$575,145	5,221	-0.5%	Shares	Sole	2024-08-01
2024-03-31	$594,887	5,245	-8.4%	Shares	Sole	2024-05-07
2023-12-31	$557,116	5,724	+2.4%	Shares	Sole	2024-01-31
2023-09-30	$540,019	5,592	-9.3%	Shares	Sole	2023-11-08
2023-06-30	$557,344	6,166	-2.3%	Shares	Sole	2023-08-07
2023-03-31	$550,201	6,314	-12.9%	Shares	Sole	2023-05-09
2022-12-31	$696,531	7,251	+2.0%	Shares	Sole	2023-02-08
2022-09-30	$520,374	7,107	-32.0%	Shares	Sole	2022-12-09
2022-06-30	$831,431	10,453	+2.0%	Shares	Sole	2022-08-15
2022-03-31	$1,004,620	10,246	+0.4%	Shares	Sole	2022-05-16
2021-12-31	$948,665	10,204	0.0%	Shares	Sole	2022-01-31
2021-09-30	$961,216	10,204	0.0%	Shares	Sole	2021-10-19
2021-06-30	$982,032	10,204	+8.8%	Shares	Sole	2021-07-29
2021-03-31	$846,353	9,381	+33.4%	Shares	Sole	2021-05-10
2020-12-31	$565,161	7,032	-0.9%	Shares	Sole	2021-02-03
2020-09-30	$465,284	7,096	+18.9%	Shares	Sole	2020-10-22
2020-06-30	$370,070	5,966	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.