Position in EMR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,918,347
+$182,892 QoQ
Shares Held
34,358
-4.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#534
of 2,282 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Meridian Wealth Management, LLC holds $20,675,710 across 9 Specialty Industrial Machinery names. EMR ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
7,437 | $8,737,433 | |
| 2 | EMR |
Emerson Electric Co
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|
34,358 | $4,918,347 | |
| 3 | ETN |
Eaton Corp plc
|
5,405 | $2,303,178 | |
| 4 | PH |
Parker-Hannifin Corp
|
2,313 | $2,262,391 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,827 | $764,618 | |
| 6 | CMI |
Cummins Inc
|
805 | $574,134 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,157 | $572,807 | |
| 8 | SMR |
NUSCALE POWER Corp
|
32,488 | $325,854 |
All Filings in EMR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,918,347 | 34,358 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,735,455 | 36,143 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,632,724 | 34,906 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,625,144 | 35,258 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,619,084 | 34,644 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,786,088 | 34,532 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,287,234 | 34,594 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,752,047 | 34,306 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $3,710,648 | 32,716 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,090,032 | 31,748 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,110,168 | 11,496 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $703,414 | 7,782 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $700,692 | 8,041 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $765,021 | 7,964 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $518,324 | 7,079 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $623,116 | 7,834 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $588,594 | 6,003 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $558,098 | 6,003 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $565,482 | 6,003 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $576,573 | 5,991 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $493,142 | 5,466 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $439,302 | 5,466 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||