Position in EMR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,615,488
-$785,995 QoQ
Shares Held
39,228
-18.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#498
of 2,282 holders
Holding Since
Dec 2021
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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $46,909,438 across 14 Specialty Industrial Machinery names. EMR ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
16,896 | $12,050,396 | |
| 2 | ETN |
Eaton Corp plc
|
17,987 | $7,664,620 | |
| 3 | GEV |
GE Vernova Inc.
|
6,427 | $7,550,825 | |
| 4 | EMR |
Emerson Electric Co
This page
|
39,228 | $5,615,488 | |
| 5 | ITW |
Illinois Tool Works Inc
|
11,836 | $3,201,282 | |
| 6 | NDSN |
Nordson Corp
|
10,417 | $3,142,704 | |
| 7 | ROK |
Rockwell Automation, Inc
|
4,452 | $2,204,096 | |
| 8 | PH |
Parker-Hannifin Corp
|
1,852 | $1,811,478 |
All Filings in EMR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,615,488 | 39,228 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $6,401,483 | 48,233 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $5,692,031 | 43,391 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,562,769 | 49,222 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,002,544 | 45,627 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,706,100 | 54,112 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,513,779 | 50,414 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,353,335 | 48,596 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,076,225 | 44,756 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,869,548 | 39,757 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,844,083 | 29,451 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $252,549 | 2,794 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $215,078 | 2,239 | Shares | Sole | 2023-02-16 | |
| 2022-03-31 | $219,043 | 2,234 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $228,799 | 2,461 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||