FIRST NATIONAL CORP /MA/ /ADV EMR Emerson Electric Company

Ownership history in FIRST NATIONAL CORP /MA/ /ADV  ·  12 quarters on record

AI Ownership Summary

FIRST NATIONAL CORP /MA/ /ADV reported Emerson Electric Company (EMR) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.06% in 2024 Q4. The latest visible filing shows EMR at 0.06% 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 NATIONAL CORP /MA/ /ADV's position in Emerson Electric Company, 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 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q4

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 NATIONAL CORP /MA/ /ADV 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 REDUCED 2,122 -93 -4.2% 0.06% $283K 2025-07-08 $137.06
2025 Q1 REDUCED 2,215 -24 -1.1% 0.05% $243K 2025-04-11 $98.85
2024 Q4 REDUCED 2,239 -4 -0.2% 0.06% $277K 2025-01-29 $126.21
2024 Q3 ADDED 2,243 +18 +0.8% 0.05% $245K 2024-10-08 $106.74
2024 Q2 UNCHANGED 2,225 0% 0.06% $245K 2024-07-12 $111.22
2024 Q1 UNCHANGED 2,225 0% 0.05% $217K 2024-04-15 $107.97
2023 Q4 UNCHANGED 2,225 0% 0.05% $217K 2024-01-18 $90.06
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIRST NATIONAL CORP /MA/ /ADV 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 NATIONAL CORP /MA/ /ADV reported owning EMR?

FIRST NATIONAL CORP /MA/ /ADV reported EMR across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported EMR position in FIRST NATIONAL CORP /MA/ /ADV's portfolio?

The largest reported portfolio weight for EMR was 0.06% in 2024 Q4.

What is the latest reported EMR position on this page?

The most recent filing on this page is 2025 Q2, when FIRST NATIONAL CORP /MA/ /ADV reported 2,122 shares, equal to 0.06% of portfolio, with an estimated market value of $283K.

What does the chart on this EMR ownership page compare?

The chart compares FIRST NATIONAL CORP /MA/ /ADV'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 NATIONAL CORP /MA/ /ADV time their EMR position?

Based on 13F filing dates vs. subsequent EMR price moves, FIRST NATIONAL CORP /MA/ /ADV correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on EMR relative to SPY over the holding period was +6.8%.

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