Institute for Wealth Management, LLC.

Position in EMR — Emerson Electric Co

CIK 1533954 DENVER, CO

Position in EMR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$690,841

+$99,417 QoQ

Shares Held

4,826

+6.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,239

of 2,242 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $10,122,871 across 27 Specialty Industrial Machinery names. EMR ranks #5 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	7,331	$3,123,885
2	GEV	GE Vernova Inc.	2,088	$2,453,107
3	CMI	Cummins Inc	2,318	$1,653,220
4	RRX	Regal Rexnord Corp	3,308	$787,932
5	EMR	Emerson Electric Co This page	4,826	$690,841
6	ITW	Illinois Tool Works Inc	1,182	$319,695
7	ROK	Rockwell Automation, Inc	346	$171,297
8	OTIS	Otis Worldwide Corp	1,861	$133,247

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$690,841	4,826	+6.9%	Shares	Sole	2026-07-28
2026-03-31	$591,424	4,514	-0.7%	Shares	Sole	2026-05-14
2025-12-31	$603,345	4,546	+1.6%	Shares	Sole	2026-01-27
2025-09-30	$587,030	4,475	-1.3%	Shares	Sole	2025-10-17
2025-06-30	$604,651	4,535	0.0%	Shares	Sole	2025-07-18
2025-03-31	$497,217	4,535	-2.7%	Shares	Sole	2025-04-21
2024-12-31	$577,389	4,659	-3.3%	Shares	Sole	2025-01-23
2024-09-30	$527,054	4,819	-1.6%	Shares	Sole	2024-11-12
2024-06-30	$539,233	4,895	-0.0%	Shares	Sole	2024-07-25
2024-03-31	$555,417	4,897	-11.5%	Shares	Sole	2024-04-30
2023-12-31	$538,332	5,531	-0.4%	Shares	Sole	2024-01-31
2023-09-30	$536,349	5,554	-1.2%	Shares	Sole	2023-10-13
2023-06-30	$508,082	5,621	-1.2%	Shares	Sole	2023-07-25
2023-03-31	$495,652	5,688	0.0%	Shares	Sole	2023-04-20
2022-12-31	$546,389	5,688	-1.8%	Shares	Sole	2023-02-02
2022-09-30	$424,163	5,793	-0.3%	Shares	Sole	2022-10-18
2022-06-30	$462,286	5,812	-0.3%	Shares	Sole	2022-07-25
2022-03-31	$571,435	5,828	-0.1%	Shares	Sole	2022-04-29
2021-12-31	$542,479	5,835	-1.5%	Shares	Sole	2022-01-21
2021-09-30	$557,852	5,922	-1.8%	Shares	Sole	2021-11-15
2021-06-30	$580,230	6,029	-7.2%	Shares	Sole	2021-07-21
2021-03-31	$586,339	6,499	-8.8%	Shares	Sole	2021-05-04
2020-12-31	$572,555	7,124	-4.4%	Shares	Sole	2021-02-01
2020-09-30	$488,693	7,453	-9.0%	Shares	Sole	2020-11-03
2020-06-30	$508,149	8,192	-3.0%	Shares	Sole	2020-07-30
2020-03-31	$402,404	8,445	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.