IFP Advisors’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.85K | Buy |
256
+163
| +175% | +$1.97K | ﹤0.01% | 4070 |
|
|
2026
Q1 | $1.05K | Buy |
93
+56
| +151% | +$606 | ﹤0.01% | 4200 |
|
|
2025
Q4 | $357 | Sell |
37
-1,416
| -97% | -$13.4K | ﹤0.01% | 4360 |
|
|
2025
Q3 | $12K | Sell |
1,453
-49
| -3% | -$383 | ﹤0.01% | 2815 |
|
|
2025
Q2 | $12.7K | Buy |
1,502
+1,465
| +3,959% | +$12K | ﹤0.01% | 2786 |
|
|
2025
Q1 | $287 | Sell |
37
-360
| -91% | -$2.91K | ﹤0.01% | 3577 |
|
|
2024
Q4 | $3.2K | Hold |
397
| – | – | ﹤0.01% | 2946 |
|
|
2024
Q3 | $3.01K | Hold |
397
| – | – | ﹤0.01% | 2817 |
|
|
2024
Q2 | $2.45K | Hold |
397
| – | – | ﹤0.01% | 2768 |
|
|
2024
Q1 | $2.19K | Sell |
397
-150
| -27% | -$846 | ﹤0.01% | 2670 |
|
|
2023
Q4 | $3.45K | Sell |
547
-49
| -8% | -$248 | ﹤0.01% | 2532 |
|
|
2023
Q3 | $2.9K | Sell |
596
-23
| -4% | -$117 | ﹤0.01% | 2711 |
|
|
2023
Q2 | $3.37K | Buy |
619
+82
| +15% | +$440 | ﹤0.01% | 2679 |
|
|
2023
Q1 | $4.66K | Sell |
537
-292
| -35% | -$1.67K | ﹤0.01% | 2595 |
|
|
2022
Q4 | $10K | Sell |
829
-1,569
| -65% | -$9.43K | ﹤0.01% | 3372 |
|
|
2022
Q3 | $47K | Buy |
2,398
+298
| +14% | +$2.14K | ﹤0.01% | 2410 |
|
|
2022
Q2 | $44K | Hold |
2,100
| – | – | ﹤0.01% | 2249 |
|
|
2022
Q1 | $44K | Buy |
2,100
+1,516
| +260% | +$15.8K | ﹤0.01% | 2249 |
|
|
2021
Q4 | $8K | Buy |
584
+47
| +9% | +$514 | ﹤0.01% | 2300 |
|
|
2021
Q3 | $7K | Sell |
537
-1,142
| -68% | -$13.5K | ﹤0.01% | 2414 |
|
|
2021
Q2 | $21K | Buy |
1,679
+601
| +56% | +$8.04K | ﹤0.01% | 1903 |
|
|
2021
Q1 | $14K | Sell |
1,078
-200
| -16% | -$2.55K | ﹤0.01% | 1993 |
|
|
2020
Q4 | $15K | Buy |
1,278
+55
| +4% | +$644 | ﹤0.01% | 1894 |
|
|
2020
Q3 | $13K | Buy |
1,223
+260
| +27% | +$2.87K | ﹤0.01% | 1805 |
|
|
2020
Q2 | $8K | Buy |
963
+360
| +60% | +$3.13K | ﹤0.01% | 1894 |
|
|
2020
Q1 | $4K | Buy |
603
+55
| +10% | +$450 | ﹤0.01% | 2133 |
|
|
2019
Q4 | $5K | Sell |
548
-14,217
| -96% | -$126K | ﹤0.01% | 2164 |
|
|
2019
Q3 | $120K | Buy |
+14,765
| New | +$126K | 0.01% | 976 |
|
|
2019
Q1 | $0 | Sell |
20
-9
| -31% | -$81 | ﹤0.01% | 2651 |
|
|
2018
Q4 | $0 | Sell |
29
-699
| -96% | -$6.07K | ﹤0.01% | 3619 |
|
|
2018
Q3 | $6K | Sell |
728
-885
| -55% | -$7.26K | ﹤0.01% | 3121 |
|
|
2018
Q2 | $12K | Sell |
1,613
-623
| -28% | -$4.56K | ﹤0.01% | 2779 |
|
|
2018
Q1 | $15K | Hold |
2,236
| – | – | ﹤0.01% | 2558 |
|
|
2017
Q4 | $15K | Sell |
2,236
-1,646
| -42% | -$10.3K | ﹤0.01% | 2595 |
|
|
2017
Q3 | $22K | Buy |
3,882
+75
| +2% | +$464 | ﹤0.01% | 2532 |
|
|
2017
Q2 | $27K | Sell |
3,807
-165
| -4% | -$1.12K | ﹤0.01% | 2391 |
|
|
2017
Q1 | $26K | Hold |
3,972
| – | – | ﹤0.01% | 2327 |
|
|
2016
Q4 | $23K | Sell |
3,972
-676
| -15% | -$3.73K | ﹤0.01% | 2348 |
|
|
2016
Q3 | $34K | Buy |
4,648
+1,322
| +40% | +$9.59K | ﹤0.01% | 2053 |
|
|
2016
Q2 | $26K | Buy |
3,326
+3,306
| +16,530% | +$27.1K | ﹤0.01% | 2171 |
|
|
2016
Q1 | $0 | Sell |
20
-4,434
| -100% | -$40.8K | ﹤0.01% | 2669 |
|
|
2015
Q4 | $43K | Buy |
+4,454
| New | +$43.4K | ﹤0.01% | 1702 |
|
Other funds holding ERIC
IFP Advisors's ERIC Position: Q2 2026 in Review
IFP Advisors increased its Ericsson (ERIC) stake by 175% in Q2 2026, buying an estimated $1.97K and bringing the position to 256 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #4070.
IFP Advisors first reported a position in ERIC in Q4 2015 and has held it in 42 quarters since. The position peaked at $120K in Q3 2019. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.
- IFP Advisors held 256 shares of Ericsson worth $2.85K as of Q2 2026.
- IFP Advisors bought 163 Ericsson shares in Q2 2026, an estimated $1.97K.
- Ericsson made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4070 holding.
- IFP Advisors first reported a position in Ericsson in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Ericsson position peaked at $120K in Q3 2019.
- 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.