Forvis Mazars Wealth Advisors, LLC
Position in EMR — Emerson Electric Co
CIK 1352864
Springfield, MO
Position in EMR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,714,507
+$131,655 QoQ
Shares Held
11,977
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#888
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, 2026Forvis Mazars Wealth Advisors, LLC holds $15,617,764 across 8 Specialty Industrial Machinery names. EMR ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
9,586 | $6,836,831 | |
| 2 | GEV |
GE Vernova Inc.
|
3,448 | $4,050,917 | |
| 3 | EMR |
Emerson Electric Co
This page
|
11,977 | $1,714,507 | |
| 4 | ETN |
Eaton Corp plc
|
1,887 | $804,088 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,725 | $737,030 | |
| 6 | WTS |
Watts Water Technologies Inc
|
1,490 | $583,260 | |
| 7 | OTIS |
Otis Worldwide Corp
|
8,070 | $577,812 | |
| 8 | DOV |
DOVER Corp
|
1,397 | $313,319 |
All Filings in EMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,714,507 | 11,977 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,582,852 | 12,081 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,597,285 | 12,035 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,628,730 | 12,416 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,707,290 | 12,805 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,405,584 | 12,820 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,571,804 | 12,683 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,393,264 | 12,739 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,410,268 | 12,802 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,485,712 | 21,916 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,183,143 | 12,156 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,166,662 | 12,081 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,080,702 | 11,956 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,020,409 | 11,710 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,131,298 | 11,777 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $869,926 | 11,881 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,000,772 | 12,582 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,208,564 | 12,326 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,076,313 | 11,577 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,087,915 | 11,549 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $598,227 | 6,216 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $552,236 | 6,121 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $613,544 | 7,634 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $410,337 | 6,258 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $390,664 | 6,298 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $321,732 | 6,752 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||