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Larry Mathis Financial Planning’s Ericsson ERIC Stock Holding History

Larry Mathis Financial Planning’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 		$203K Sell
18,202
-314
-2% -$3.79K 0.15% 144
2026
Q1 		$209K Buy
18,516
+98
+0.5% +$1.06K 0.19% 145
2025
Q4 		$178K Buy
+18,418
New +$174K 0.16% 155

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Larry Mathis Financial Planning's ERIC Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Ericsson (ERIC) stake by 1.7% in Q2 2026, selling an estimated $3.79K and leaving 18,202 shares worth $203K. The position accounts for 0.15% of the portfolio, ranked #144.

Larry Mathis Financial Planning first reported a position in ERIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $209K in Q1 2026. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Larry Mathis Financial Planning held 18,202 shares of Ericsson worth $203K as of Q2 2026.
  • Larry Mathis Financial Planning sold 314 Ericsson shares in Q2 2026, an estimated $3.79K.
  • Ericsson made up 0.15% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #144 holding.
  • Larry Mathis Financial Planning first reported a position in Ericsson in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Ericsson position peaked at $209K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.