MAFA
ERIC icon

MJT & Associates Financial Advisory’s Ericsson ERIC Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$21.4K Buy
2,334
+309
+15% +$3.12K 0.01% 112
2026
Q2 		$22.6K Hold
2,025
– – 0.01% 123
2026
Q1 		$22.8K Buy
2,025
+610
+43% +$6.6K 0.02% 112
2025
Q4 		$13.7K Hold
1,415
– – 0.01% 154
2025
Q3 		$11.7K Sell
1,415
-579
-29% -$4.53K 0.01% 175
2025
Q2 		$16.9K Hold
1,994
– – 0.02% 160
2025
Q1 		$15.5K Buy
+1,994
New +$16.1K 0.01% 166

Other funds holding ERIC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MJT & Associates Financial Advisory's ERIC Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its Ericsson (ERIC) stake by 15% in Q3 2026, buying an estimated $3.12K and bringing the position to 2,334 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #112.

MJT & Associates Financial Advisory first reported a position in ERIC in Q1 2025 and has held it in 7 quarters since. The position peaked at $22.8K in Q1 2026. 33 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

  • MJT & Associates Financial Advisory held 2,334 shares of Ericsson worth $21.4K as of Q3 2026.
  • MJT & Associates Financial Advisory bought 309 Ericsson shares in Q3 2026, an estimated $3.12K.
  • Ericsson made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #112 holding.
  • MJT & Associates Financial Advisory first reported a position in Ericsson in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Ericsson position peaked at $22.8K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.