Michels Family Financial’s Ericsson ERIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$798K Sell
70,774
-762
-1% -$8.25K 0.58% 51
2025
Q4
$690K Sell
71,536
-4,724
-6% -$44.7K 0.51% 63
2025
Q3
$631K Sell
76,260
-4,185
-5% -$32.7K 0.49% 63
2025
Q2
$682K Sell
80,445
-2,165
-3% -$17.8K 0.58% 54
2025
Q1
$641K Buy
82,610
+393
+0.5% +$3.17K 0.58% 56
2024
Q4
$663K Buy
+82,217
New +$668K 0.61% 52

Other funds holding ERIC

Michels Family Financial's ERIC Position: Q1 2026 in Review

Michels Family Financial reduced its Ericsson (ERIC) stake by 1.1% in Q1 2026, selling an estimated $8.25K and leaving 70,774 shares worth $798K. The position accounts for 0.58% of the portfolio, ranked #51.

Michels Family Financial first reported a position in ERIC in Q4 2024 and has held it in 6 quarters since. 373 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

  • Michels Family Financial held 70,774 shares of Ericsson worth $798K as of Q1 2026.
  • Michels Family Financial sold 762 Ericsson shares in Q1 2026, an estimated $8.25K.
  • Ericsson made up 0.58% of Michels Family Financial's portfolio in Q1 2026, its #51 holding.
  • Michels Family Financial first reported a position in Ericsson in Q4 2024 and has held it in 6 quarters since.
  • 373 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.