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LRI Investments’s BlackBerry BB Stock Holding History

LRI Investments’s Portfolio BB Stock Details BB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38K Sell
3,000
-2,000
-40% -$14K ﹤0.01% 605
2026
Q1 		$16.2K Hold
5,000
– – ﹤0.01% 751
2025
Q4 		$18.9K Hold
5,000
– – ﹤0.01% 715
2025
Q3 		$24.4K Buy
+5,000
New +$19.8K ﹤0.01% 679

Other funds holding BB

Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LRI Investments's BB Position: Q2 2026 in Review

LRI Investments reduced its BlackBerry (BB) stake by 40% in Q2 2026, selling an estimated $14K and leaving 3,000 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

LRI Investments first reported a position in BB in Q3 2025 and has held it in 4 quarters since. 286 funds tracked by Wall St. Rank hold BB as of Q2 2026.

  • LRI Investments held 3,000 shares of BlackBerry worth $38K as of Q2 2026.
  • LRI Investments sold 2,000 BlackBerry shares in Q2 2026, an estimated $14K.
  • BlackBerry made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #605 holding.
  • LRI Investments first reported a position in BlackBerry in Q3 2025 and has held it in 4 quarters since.
  • 286 funds tracked by Wall St. Rank held BlackBerry as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.