Beaumont Financial Advisors, LLC

Position in EMR — Emerson Electric Co

CIK 1957394 NEEDHAM, MA

Position in EMR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$339,694

+$21,054 QoQ

Shares Held

2,373

-2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,662

of 2,282 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $3,612,559 across 5 Specialty Industrial Machinery names. EMR ranks #5 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	821	$964,560
2	PH	Parker-Hannifin Corp	912	$892,045
3	ITW	Illinois Tool Works Inc	3,122	$844,407
4	ETN	Eaton Corp plc	1,342	$571,853
5	EMR	Emerson Electric Co This page	2,373	$339,694

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$339,694	2,373	-2.4%	Shares	Sole	2026-08-04
2026-03-31	$318,640	2,432	+3.6%	Shares	Sole	2026-05-05
2025-12-31	$311,493	2,347	+2.2%	Shares	Sole	2026-01-16
2025-09-30	$301,189	2,296	-0.2%	Shares	Sole	2025-10-23
2025-06-30	$306,659	2,300	+0.6%	Shares	Sole	2025-07-16
2025-03-31	$250,746	2,287	+1.7%	Shares	Sole	2025-05-12
2024-12-31	$278,718	2,249	-2.3%	Shares	Sole	2025-01-17
2024-09-30	$251,769	2,302	-0.0%	Shares	Sole	2024-10-09
2024-06-30	$253,698	2,303	+3.1%	Shares	Sole	2024-07-24
2024-03-31	$253,380	2,234	-1.9%	Shares	Sole	2024-05-10
2023-12-31	$221,717	2,278	+5.3%	Shares	Sole	2024-01-31
2023-09-30	$208,977	2,164	+2.8%	Shares	Sole	2023-11-01
2022-12-31	$202,302	2,106	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.