Forum Financial Management’s Ericsson ERIC Stock Holding History

Forum Financial 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 Q1	–	Sell	-326,980	Closed	-$3.16M	–	548
2025 Q4	$3.16M	Hold	326,980	–	–	0.04%	100
2025 Q3	$2.7M	Buy	326,980 +74,728	+30%	+$585K	0.04%	109
2025 Q2	$2.14M	Sell	252,252 -22,333	-8%	-$184K	0.03%	117
2025 Q1	$2.13M	Hold	274,585	–	–	0.04%	110
2024 Q4	$2.21M	Buy	274,585 +199,171	+264%	+$1.62M	0.04%	106
2024 Q3	$572K	Hold	75,414	–	–	0.01%	293
2024 Q2	$465K	Buy	75,414 +32,400	+75%	+$181K	0.01%	330
2024 Q1	$237K	Sell	43,014 -10	-0%	-$56	﹤0.01%	620
2023 Q4	$271K	Sell	43,024 -91,004	-68%	-$461K	0.01%	499
2023 Q3	$651K	Hold	134,028	–	–	0.01%	221
2023 Q2	$730K	Sell	134,028 -15	-0%	-$80	0.02%	209
2023 Q1	$784K	Hold	134,043	–	–	0.02%	175
2022 Q4	$783K	Hold	134,043	–	–	0.03%	173
2022 Q3	$769K	Hold	134,043	–	–	0.04%	145
2022 Q2	$992K	Hold	134,043	–	–	0.05%	125
2022 Q1	$1.23M	Hold	134,043	–	–	0.06%	101
2021 Q4	$1.46M	Buy	+134,043	New	+$1.47M	0.07%	86

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

Forum Financial Management's ERIC Position: Q1 2026 in Review

Forum Financial Management sold out of Ericsson (ERIC) in Q1 2026, closing a stake of 326,980 shares — an estimated $3.16M sold.

Forum Financial Management first reported a position in ERIC in Q4 2021 and held it in 17 quarters. The position peaked at $3.16M in Q4 2025. 377 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

Forum Financial Management reported no remaining Ericsson position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 326,980 Ericsson shares in Q1 2026, an estimated $3.16M.
Forum Financial Management first reported a position in Ericsson in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Ericsson position peaked at $3.16M in Q4 2025.
377 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.