Position in EMR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,142,909
+$91,605 QoQ
Shares Held
7,984
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,044
of 2,282 holders
Holding Since
Dec 2023
11 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, 2026Segment Wealth Management, LLC holds $103,098,115 across 8 Specialty Industrial Machinery names. EMR ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
59,538 | $69,948,814 | |
| 2 | PH |
Parker-Hannifin Corp
|
27,693 | $27,087,077 | |
| 3 | CMI |
Cummins Inc
|
2,747 | $1,959,187 | |
| 4 | EMR |
Emerson Electric Co
This page
|
7,984 | $1,142,909 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,000 | $1,081,880 | |
| 6 | IEX |
Idex Corp /De/
|
3,221 | $731,005 | |
| 7 | AME |
Ametek Inc/
|
2,423 | $586,220 | |
| 8 | GNRC |
Generac Holdings Inc.
|
1,916 | $561,023 |
All Filings in EMR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,142,909 | 7,984 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,051,304 | 8,024 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,045,700 | 7,879 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,033,173 | 7,876 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,050,107 | 7,876 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $863,524 | 7,876 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $755,105 | 6,093 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $660,813 | 6,042 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $671,204 | 6,093 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $691,068 | 6,093 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $573,857 | 5,896 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||