James Hambro & Partners LLP EMR β€” EMERSON ELEC CO

Ownership history in James Hambro & Partners LLP  Β·  3 quarters on record

AI Ownership Summary

James Hambro & Partners LLP reported EMERSON ELEC CO (EMR) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 2.48% in 2026 Q1. The latest visible filing shows EMR at 2.48% 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.

What this EMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was James Hambro & Partners LLP'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
2026 Q1

EMR was reported at 2.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.48% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 James Hambro & Partners LLP held EMR β€” position size vs. price
% of Fund (quarterly)    EMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 483,431 +276,840 +134.0% 2.48% $63.4M 2026-04-22 $142.20
2025 Q4 ADDED β€” β€” β€” 206,591 +24,922 +13.7% 0.98% $27.4M 2026-01-15 $146.86
2025 Q3 INITIATED β€” β€” β€” 181,669 β€” β€” 0.85% $23.8M 2025-10-15 $128.69

FAQ About James Hambro & Partners LLP and EMR

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

How long has James Hambro & Partners LLP reported owning EMR?

James Hambro & Partners LLP reported EMR across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported EMR position in James Hambro & Partners LLP's portfolio?

The largest reported portfolio weight for EMR was 2.48% in 2026 Q1.

What is the latest reported EMR position on this page?

The most recent filing on this page is 2026 Q1, when James Hambro & Partners LLP reported 483,431 shares, equal to 2.48% of portfolio, with an estimated market value of $63.4M.

What does the chart on this EMR ownership page compare?

The chart compares James Hambro & Partners LLP'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.

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