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Burns Matteson Capital Management’s Ericsson ERIC Stock Holding History

Burns Matteson Capital Management’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
Q2 		$487K Buy
+43,699
New +$527K 0.15% 116
2025
Q3 		– Sell
-20,192
Closed -$171K – 208
2025
Q2 		$171K Buy
20,192
+6,116
+43% +$50.3K 0.08% 176
2025
Q1 		$109K Buy
14,076
+3,448
+32% +$27.8K 0.06% 170
2024
Q4 		$85.7K Buy
+10,628
New +$86.4K 0.05% 156

Other funds holding ERIC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Burns Matteson Capital Management's ERIC Position: Q2 2026 in Review

Burns Matteson Capital Management opened a new position in Ericsson (ERIC) in Q2 2026: 43,699 shares worth $487K. The stake represents 0.15% of the portfolio and ranks #116 among its holdings. This is a return to the name: Burns Matteson Capital Management previously reported a position in ERIC as recently as Q2 2025.

Burns Matteson Capital Management first reported a position in ERIC in Q4 2024 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Burns Matteson Capital Management held 43,699 shares of Ericsson worth $487K as of Q2 2026.
  • Ericsson was a new Burns Matteson Capital Management position in Q2 2026.
  • Ericsson made up 0.15% of Burns Matteson Capital Management's portfolio in Q2 2026, its #116 holding.
  • Burns Matteson Capital Management first reported a position in Ericsson in Q4 2024 and has held it in 4 quarters since.
  • 53 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.