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Equibles

Evercore Wealth Management, LLC

Position in EMR — Emerson Electric Co

CIK 1482689 New York, NY
Back to EMR Full portfolio

Position in EMR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,277,321
+$359,824 QoQ
Shares Held
29,880
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#586
of 2,295 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

Evercore Wealth Management, LLC holds $131,054,065 across 12 Specialty Industrial Machinery names. EMR ranks #3 (3.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GNRC
Generac Holdings Inc.
 370,495 $108,484,639
2 ITW
Illinois Tool Works Inc
 20,072 $5,428,873
3 EMR
Emerson Electric Co
This page 		29,880 $4,277,321
4 GEV
GE Vernova Inc.
 3,577 $4,202,473
5 PH
Parker-Hannifin Corp
 2,523 $2,467,796
6 OTIS
Otis Worldwide Corp
 21,182 $1,516,630
7 DOV
DOVER Corp
 6,574 $1,474,416
8 ETN
Eaton Corp plc
 3,253 $1,386,168

All Filings in EMR

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,277,321 29,880
2026-03-31 $3,917,497 29,900
2025-12-31 $4,074,636 30,701
2025-09-30 $4,054,117 30,905
2025-06-30 $4,122,563 30,920
2025-03-31 $3,907,020 35,635
2024-12-31 $4,519,231 36,466
2024-09-30 $3,988,285 36,466
2024-06-30 $4,046,065 36,729
2024-03-31 $4,186,445 36,911
2023-12-31 $3,612,889 37,120
2023-09-30 $3,806,885 39,421
2023-06-30 $3,913,525 43,296
2023-03-31 $3,730,288 42,808
2022-12-31 $4,251,902 44,263
2022-09-30 $3,228,269 44,090
2022-06-30 $3,499,839 44,001
2022-03-31 $4,308,806 43,945
2021-12-31 $4,311,297 46,373
2021-09-30 $4,721,585 50,123
2021-06-30 $4,823,836 50,123
2021-03-31 $4,532,020 50,233
2020-12-31 $4,166,621 51,843
2020-09-30 $3,371,805 51,423
2020-06-30 $3,280,331 52,883
2020-03-31 $2,430,959 51,017