Bank of Montreal
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Bank of Montreal’s Ericsson ERIC Stock Holding History

Bank of Montreal’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$318K Sell
28,194
-1,335,429
-98% -$14.5M ﹤0.01% 2642
2025
Q4 		$13.2M Sell
1,363,623
-1,108,757
-45% -$10.5M ﹤0.01% 1006
2025
Q3 		$20.4M Buy
2,472,380
+397,288
+19% +$3.11M 0.01% 777
2025
Q2 		$17.6M Sell
2,075,092
-628,547
-23% -$5.17M 0.01% 775
2025
Q1 		$21M Buy
2,703,639
+2,680,767
+11,721% +$21.6M 0.01% 689
2024
Q4 		$184K Sell
22,872
-288
-1% -$2.34K ﹤0.01% 2790
2024
Q3 		$178K Sell
23,160
-13,534,725
-100% -$94.7M ﹤0.01% 3070
2024
Q2 		$83.8M Buy
13,557,885
+13,531,221
+50,747% +$75.6M 0.02% 326
2024
Q1 		$147K Sell
26,664
-250,180
-90% -$1.41M ﹤0.01% 3172
2023
Q4 		$1.75M Buy
276,844
+248,240
+868% +$1.26M ﹤0.01% 1757
2023
Q3 		$145K Sell
28,604
-1,936
-6% -$9.85K ﹤0.01% 3183
2023
Q2 		$166K Sell
30,540
-1,240
-4% -$6.65K ﹤0.01% 3285
2023
Q1 		$186K Sell
31,780
-432,394
-93% -$2.47M ﹤0.01% 3051
2022
Q4 		$2.71M Sell
464,174
-2,932,661
-86% -$17.6M ﹤0.01% 1646
2022
Q3 		$19.8K Sell
3,396,835
-4,919,187
-59% -$35.3M 0.01% 693
2022
Q2 		$64.8K Buy
8,316,022
+8,204,831
+7,379% +$67M 0.03% 329
2022
Q1 		$1.04M Sell
111,191
-3,741,408
-97% -$39M ﹤0.01% 2302
2021
Q4 		$42.2M Buy
3,852,599
+3,182,635
+475% +$34.8M 0.02% 486
2021
Q3 		$7.56M Sell
669,964
-256,226
-28% -$3.03M ﹤0.01% 1443
2021
Q2 		$11.8M Buy
926,190
+823,637
+803% +$11M 0.01% 1181
2021
Q1 		$1.43M Buy
102,553
+66,890
+188% +$852K ﹤0.01% 1955
2020
Q4 		$424K Buy
35,663
+464
+1% +$5.44K ﹤0.01% 2798
2020
Q3 		$375K Buy
35,199
+7,761
+28% +$85.7K ﹤0.01% 2455
2020
Q2 		$256K Buy
27,438
+8,285
+43% +$71.9K ﹤0.01% 2603
2020
Q1 		$151K Sell
19,153
-82,068
-81% -$671K ﹤0.01% 2433
2019
Q4 		$888K Sell
101,221
-107,624
-52% -$953K ﹤0.01% 2342
2019
Q3 		$1.67M Sell
208,845
-49,574
-19% -$423K ﹤0.01% 1805
2019
Q2 		$2.46M Buy
258,419
+175,752
+213% +$1.7M ﹤0.01% 1555
2019
Q1 		$758K Buy
82,667
+4,490
+6% +$40.6K ﹤0.01% 2128
2018
Q4 		$693K Buy
78,177
+4,395
+6% +$38.2K ﹤0.01% 2040
2018
Q3 		$650K Buy
73,782
+15,243
+26% +$125K ﹤0.01% 2209
2018
Q2 		$450K Sell
58,539
-45,231
-44% -$331K ﹤0.01% 2383
2018
Q1 		$664K Buy
103,770
+1,732
+2% +$11.7K ﹤0.01% 2094
2017
Q4 		$682K Buy
102,038
+15,847
+18% +$98.8K ﹤0.01% 2138
2017
Q3 		$496K Buy
86,191
+24,293
+39% +$150K ﹤0.01% 2277
2017
Q2 		$444K Sell
61,898
-1,431
-2% -$9.7K ﹤0.01% 2326
2017
Q1 		$420K Sell
63,329
-11,937
-16% -$73.6K ﹤0.01% 2164
2016
Q4 		$385K Buy
75,266
+23,604
+46% +$130K ﹤0.01% 2216
2016
Q3 		$373K Buy
51,662
+4,853
+10% +$35.2K ﹤0.01% 2194
2016
Q2 		$360K Sell
46,809
-8,147
-15% -$66.8K ﹤0.01% 2219
2016
Q1 		$551K Buy
54,956
+26,163
+91% +$241K ﹤0.01% 2001
2015
Q4 		$277K Sell
28,793
-89,843
-76% -$875K ﹤0.01% 2240
2015
Q3 		$1.16M Buy
118,636
+1,578
+1% +$16K ﹤0.01% 1513
2015
Q2 		$1.22M Sell
117,058
-5,751
-5% -$66.6K ﹤0.01% 1579
2015
Q1 		$1.54M Buy
122,809
+12,839
+12% +$161K ﹤0.01% 1462
2014
Q4 		$1.33M Sell
109,970
-66
-0.1% -$795 ﹤0.01% 1572
2014
Q3 		$1.39M Buy
110,036
+22,886
+26% +$284K ﹤0.01% 1618
2014
Q2 		$1.05M Buy
87,150
+23,847
+38% +$297K ﹤0.01% 1725
2014
Q1 		$843K Buy
63,303
+9,863
+18% +$123K ﹤0.01% 1762
2013
Q4 		$654K Buy
53,440
+13,412
+34% +$167K ﹤0.01% 1687
2013
Q3 		$534K Buy
40,028
+39,355
+5,848% +$488K ﹤0.01% 1771
2013
Q2 		$8K Buy
+673
New +$8.04K ﹤0.01% 3350

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal's ERIC Position: Q1 2026 in Review

Bank of Montreal reduced its Ericsson (ERIC) stake by 98% in Q1 2026, selling an estimated $14.5M and leaving 28,194 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

Bank of Montreal first reported a position in ERIC in Q2 2013 and has held it in 52 quarters since. The position peaked at $83.8M in Q2 2024. 373 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

  • Bank of Montreal held 28,194 shares of Ericsson worth $318K as of Q1 2026.
  • Bank of Montreal sold 1,335,429 Ericsson shares in Q1 2026, an estimated $14.5M.
  • Ericsson made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2642 holding.
  • Bank of Montreal first reported a position in Ericsson in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Ericsson position peaked at $83.8M in Q2 2024.
  • 373 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.