First Horizon Advisors, Inc. EMR EMERSON ELEC CO

Ownership history in First Horizon Advisors, Inc.  ·  48 quarters on record

AI Ownership Summary

First Horizon Advisors, Inc. reported EMERSON ELEC CO (EMR) in 48 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.76% in 2025 Q2. The latest visible filing shows EMR at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Horizon Advisors, Inc.'s position in EMERSON ELEC CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

EMR was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Horizon Advisors, Inc. held EMR — position size vs. price
% of Fund (quarterly)    EMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 220,344 +8,092 +3.8% 0.76% $29.4M 2025-08-14 (Est.) $132.22
2025 Q1 ADDED 212,252 +5,504 +2.7% 0.66% $23.3M 2025-04-28 $102.38
2024 Q4 ADDED 206,748 +2,639 +1.3% 0.72% $25.6M 2025-02-03 $124.72
2024 Q3 ADDED 204,109 +10,029 +5.2% 0.62% $22.3M 2024-11-08 $123.64
2024 Q2 REDUCED 194,080 -1,975 -1.0% 0.65% $21.4M 2024-07-19 $111.82
2024 Q1 REDUCED 196,055 -2,516 -1.3% 0.69% $22.2M 2024-04-26 $105.74
2023 Q4 ADDED 198,571 +530 +0.3% 0.64% $19.3M 2024-02-06 $90.25
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First Horizon Advisors, Inc. and EMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Horizon Advisors, Inc. reported owning EMR?

First Horizon Advisors, Inc. reported EMR across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported EMR position in First Horizon Advisors, Inc.'s portfolio?

The largest reported portfolio weight for EMR was 0.76% in 2025 Q2.

What is the latest reported EMR position on this page?

The most recent filing on this page is 2025 Q2, when First Horizon Advisors, Inc. reported 220,344 shares, equal to 0.76% of portfolio, with an estimated market value of $29.4M.

What does the chart on this EMR ownership page compare?

The chart compares First Horizon Advisors, Inc.'s quarterly EMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did First Horizon Advisors, Inc. time their EMR position?

Based on 13F filing dates vs. subsequent EMR price moves, First Horizon Advisors, Inc. correctly timed 22 out of 45 reported position changes (49%). The annualised alpha on EMR relative to SPY over the holding period was -4.0%.

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