Position in EMR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$207,567
+$959 QoQ
Shares Held
1,450
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,951
of 2,282 holders
Holding Since
Mar 2020
15 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, 2026CFM WEALTH PARTNERS LLC holds $694,670 across 2 Specialty Industrial Machinery names. EMR ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
498 | $487,103 | |
| 2 | EMR |
Emerson Electric Co
This page
|
1,450 | $207,567 |
All Filings in EMR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,567 | 1,450 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $206,608 | 1,575 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $209,994 | 1,575 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $211,057 | 1,925 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $228,279 | 1,842 | Shares | Sole | 2025-01-24 | |
| 2024-06-30 | $229,022 | 2,079 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $325,288 | 2,868 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $265,516 | 2,728 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $263,442 | 2,728 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $246,583 | 2,728 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $234,058 | 2,686 | Shares | Sole | 2023-04-12 | |
| 2022-06-30 | $213,644 | 2,686 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $263,362 | 2,686 | Shares | Sole | 2022-04-14 | |
| 2020-06-30 | $127,595 | 2,057 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $117,076 | 2,457 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||