Position in EMR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$311,923
+$40,581 QoQ
Shares Held
2,179
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,713
of 2,282 holders
Holding Since
Sep 2024
8 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, 2026FSM Wealth Advisors, LLC holds $6,333,938 across 8 Specialty Industrial Machinery names. EMR ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,563 | $3,011,166 | |
| 2 | PH |
Parker-Hannifin Corp
|
887 | $867,592 | |
| 3 | ETN |
Eaton Corp plc
|
1,623 | $691,592 | |
| 4 | AME |
Ametek Inc/
|
2,173 | $525,735 | |
| 5 | ROK |
Rockwell Automation, Inc
|
731 | $361,903 | |
| 6 | CMI |
Cummins Inc
|
481 | $343,054 | |
| 7 | EMR |
Emerson Electric Co
This page
|
2,179 | $311,923 | |
| 8 | ITW |
Illinois Tool Works Inc
|
817 | $220,973 |
All Filings in EMR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,923 | 2,179 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $271,342 | 2,071 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $274,332 | 2,067 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $316,799 | 2,415 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $297,992 | 2,235 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $229,695 | 2,095 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $253,188 | 2,043 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $223,333 | 2,042 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||