艾默生電氣公司
MX ˙ BMV ˙ US2910111044
SecurityMX:EMR / Emerson Electric Co.
InstitutionLeo Wealth, LLC
Latest Disclosed Ownership35,024 shares
Latest Disclosed Value $ 4,588,780
Leo Wealth, LLC reports 64.78% increase in ownership of EMR / Emerson Electric Co.

On May 5, 2026 - Leo Wealth, LLC filed a 13F-HR form disclosing ownership of 35,024 shares of Emerson Electric Co. (MX:EMR) valued at $4,588,780 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 21,255 shares of Emerson Electric Co.. This represents a change in shares of 64.78% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F EMERSON ELEC COM 291011104 35,024 13,769 64.78 4,589 62.70 0.3332
2026-01-21 2025-12-31 13F EMERSON ELEC COM 291011104 21,255 21,255 2,821 0.2046
2025-11-14 2025-09-30 13F EMERSON ELEC COM 291011104 0 -37,574 -100.00 0 -100.00
2025-07-24 2025-06-30 13F EMERSON ELEC COM 291011104 37,574 37,574 5,010 0.3895
2025-05-02 2025-03-31 13F EMERSON ELEC COM 291011104 0 -37,747 -100.00 0 -100.00
2025-01-28 2024-12-31 13F EMERSON ELEC COM 291011104 37,747 -393 -1.03 4,678 12.16 0.4192
2024-10-21 2024-09-30 13F EMERSON ELEC COM 291011104 38,140 -4,647 -10.86 4,171 -9.80 0.3812
2024-07-17 2024-06-30 13F EMERSON ELEC COM 291011104 42,787 42 0.10 4,625 -4.72 0.4719
2024-05-09 2024-03-31 13F EMERSON ELEC COM 291011104 42,745 -15 -0.04 4,853 3.79 0.4967
2024-03-14 2023-12-31 13F EMERSON ELEC COM 291011104 42,760 42,760 4,677 0.4846
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.