Position in EMR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,917,497
-$157,139 QoQ
Shares Held
29,900
-2.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Evercore Wealth Management, LLC holds $96,091,886 across 13 Specialty Industrial Machinery names. EMR ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
386,149 | $75,426,483 | |
| 2 | ITW |
Illinois Tool Works Inc
|
21,442 | $5,581,138 | |
| 3 | EMR |
Emerson Electric Co
This page
|
29,900 | $3,917,497 | |
| 4 | GEV |
GE Vernova Inc.
|
3,474 | $3,032,453 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,604 | $2,331,204 | |
| 6 | OTIS |
Otis Worldwide Corp
|
21,531 | $1,659,608 | |
| 7 | DOV |
DOVER Corp
|
6,574 | $1,370,350 | |
| 8 | ETN |
Eaton Corp plc
|
3,153 | $1,127,733 |
All Filings in EMR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,917,497 | 29,900 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,074,636 | 30,701 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,054,117 | 30,905 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,122,563 | 30,920 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,907,020 | 35,635 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,519,231 | 36,466 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,988,285 | 36,466 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,046,065 | 36,729 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,186,445 | 36,911 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,612,889 | 37,120 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,806,885 | 39,421 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,913,525 | 43,296 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $3,730,288 | 42,808 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,251,902 | 44,263 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,228,269 | 44,090 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,499,839 | 44,001 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,308,806 | 43,945 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,311,297 | 46,373 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,721,585 | 50,123 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,823,836 | 50,123 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,532,020 | 50,233 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,166,621 | 51,843 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,371,805 | 51,423 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,280,331 | 52,883 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,430,959 | 51,017 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||