Carson Wealth (CWM LLC)’s Ericsson ERIC Stock Holding History

Carson Wealth (CWM LLC)’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	$135K	Buy	12,021 +1,726	+17%	+$18.7K	﹤0.01%	3024
2025 Q4	$99K	Buy	10,295 +1,017	+11%	+$9.63K	﹤0.01%	3065
2025 Q3	$77K	Buy	9,278 +1,509	+19%	+$11.8K	﹤0.01%	3178
2025 Q2	$66K	Sell	7,769 -668	-8%	-$5.49K	﹤0.01%	3055
2025 Q1	$65K	Sell	8,437 -252	-3%	-$2.04K	﹤0.01%	2752
2024 Q4	$70K	Buy	8,689 +277	+3%	+$2.25K	﹤0.01%	2530
2024 Q3	$64K	Buy	8,412 +1,133	+16%	+$7.93K	﹤0.01%	2505
2024 Q2	$45K	Buy	7,279 +1,475	+25%	+$8.24K	﹤0.01%	2539
2024 Q1	$32K	Buy	5,804 +1,334	+30%	+$7.52K	﹤0.01%	2599
2023 Q4	$28K	Sell	4,470 -67	-1%	-$340	﹤0.01%	2555
2023 Q3	$22K	Buy	4,537 +1,247	+38%	+$6.34K	﹤0.01%	2622
2023 Q2	$18K	Buy	3,290 +933	+40%	+$5.01K	﹤0.01%	2706
2023 Q1	$14K	Buy	2,357 +834	+55%	+$4.76K	﹤0.01%	2734
2022 Q4	$9K	Sell	1,523 -443	-23%	-$2.66K	﹤0.01%	2842
2022 Q3	$11K	Sell	1,966 -1,078	-35%	-$7.72K	﹤0.01%	2619
2022 Q2	$23K	Buy	3,044 +2,102	+223%	+$17.2K	﹤0.01%	2028
2022 Q1	$9K	Buy	942 +377	+67%	+$3.93K	﹤0.01%	2529
2021 Q4	$6K	Buy	+565	New	+$6.18K	﹤0.01%	2622
2021 Q2	$12K	Hold	928	–	–	﹤0.01%	2016
2021 Q1	$12K	Hold	928	–	–	﹤0.01%	2016
2020 Q4	$12K	Hold	928	–	–	﹤0.01%	2016
2020 Q3	$12K	Hold	928	–	–	﹤0.01%	2015
2020 Q2	$12K	Hold	928	–	–	﹤0.01%	2015
2020 Q1	$12K	Hold	928	–	–	﹤0.01%	2015
2019 Q4	$12K	Hold	928	–	–	﹤0.01%	2015
2019 Q3	$12K	Hold	928	–	–	﹤0.01%	2015
2019 Q2	$12K	Hold	928	–	–	﹤0.01%	2015
2019 Q1	$12K	Sell	928 -307	-25%	-$2.77K	﹤0.01%	2015
2018 Q4	$11K	Buy	+1,235	New	+$10.7K	﹤0.01%	1301
2018 Q3	–	Sell	-276	Closed	-$2K	–	1876
2018 Q2	$2K	Hold	276	–	–	﹤0.01%	1370
2018 Q1	$2K	Hold	276	–	–	﹤0.01%	1164
2017 Q4	$2K	Buy	+276	New	+$1.72K	﹤0.01%	1266
2017 Q3	–	Sell	-55	Closed	–	–	1489
2017 Q2	$0	Hold	55	–	–	﹤0.01%	1222
2017 Q1	$0	Sell	55 -37	-40%	-$228	﹤0.01%	1212
2016 Q4	$1K	Sell	92 -445	-83%	-$2.46K	﹤0.01%	1043
2016 Q3	$4K	Buy	537 +245	+84%	+$1.78K	﹤0.01%	841
2016 Q2	$2K	Buy	292 +92	+46%	+$754	﹤0.01%	712
2016 Q1	$2K	Hold	200	–	–	﹤0.01%	679
2015 Q4	$2K	Hold	200	–	–	﹤0.01%	595
2015 Q3	$2K	Buy	+200	New	+$2.02K	﹤0.01%	576
2014 Q1	–	Sell	-200	Closed	-$2K	–	254
2013 Q4	$2K	Hold	200	–	–	﹤0.01%	588
2013 Q3	$3K	Buy	+200	New	+$2.48K	﹤0.01%	415

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ERIC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Ericsson (ERIC) stake by 17% in Q1 2026, buying an estimated $18.7K and bringing the position to 12,021 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #3024.

Carson Wealth (CWM LLC) first reported a position in ERIC in Q3 2013 and has held it in 42 quarters since. 375 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

Carson Wealth (CWM LLC) held 12,021 shares of Ericsson worth $135K as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,726 Ericsson shares in Q1 2026, an estimated $18.7K.
Ericsson made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3024 holding.
Carson Wealth (CWM LLC) first reported a position in Ericsson in Q3 2013 and has held it in 42 quarters since.
375 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.