LVW Advisors’s BlackBerry BB Stock Holding History

LVW Advisors’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 Q3	$238K	Buy	+26,275	New	+$232K	0.02%	409
2020 Q4	–	Sell	-25,000	Closed	-$115K	–	201
2020 Q3	$115K	Hold	25,000	–	–	0.03%	195
2020 Q2	$122K	Sell	25,000 -600	-2%	-$2.71K	0.03%	194
2020 Q1	$106K	Buy	25,600 +5,289	+26%	+$28.7K	0.03%	159
2019 Q4	$130K	Buy	20,311 +311	+2%	+$1.71K	0.03%	177
2019 Q3	$105K	Hold	20,000	–	–	0.03%	167
2019 Q2	$149K	Buy	+20,000	New	+$174K	0.04%	162

Other funds holding BB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Loftus Peak Sydney, Australia $781M AUM

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

LVW Advisors's BB Position: Q3 2026 in Review

LVW Advisors opened a new position in BlackBerry (BB) in Q3 2026: 26,275 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #409 among its holdings. This is a return to the name: LVW Advisors previously reported a position in BB as recently as Q3 2020.

LVW Advisors first reported a position in BB in Q2 2019 and has held it in 7 quarters since. 136 funds tracked by Wall St. Rank hold BB as of Q3 2026.

LVW Advisors held 26,275 shares of BlackBerry worth $238K as of Q3 2026.
BlackBerry was a new LVW Advisors position in Q3 2026.
BlackBerry made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #409 holding.
LVW Advisors first reported a position in BlackBerry in Q2 2019 and has held it in 7 quarters since.
136 funds tracked by Wall St. Rank held BlackBerry as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.