WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in EMR — Emerson Electric Co
CIK 752365
SOUTH BEND, IN
Position in EMR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$323,232
+$31,058 QoQ
Shares Held
2,258
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,688
of 2,282 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $4,739,770 across 6 Specialty Industrial Machinery names. EMR ranks #4 (6.8% of the industry book) .
All Filings in EMR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,232 | 2,258 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $292,174 | 2,230 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $301,672 | 2,273 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $285,578 | 2,177 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $284,126 | 2,131 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $218,731 | 1,995 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $237,821 | 1,919 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $208,349 | 1,905 | Shares | Sole | 2024-10-25 | |
| 2022-12-31 | $363,010 | 3,779 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $229,837 | 3,139 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $250,551 | 3,150 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $308,857 | 3,150 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $292,855 | 3,150 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $438,030 | 4,650 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $447,516 | 4,650 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $419,523 | 4,650 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $601,247 | 7,481 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $500,364 | 7,631 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $539,661 | 8,700 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||