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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

MJT & Associates Financial Advisory's ERIC Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Ericsson (ERIC) position steady in Q2 2026 at 2,025 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #123.

MJT & Associates Financial Advisory first reported a position in ERIC in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.8K in Q1 2026. 53 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • MJT & Associates Financial Advisory held 2,025 shares of Ericsson worth $22.6K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Ericsson share count unchanged in Q2 2026.
  • Ericsson made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #123 holding.
  • MJT & Associates Financial Advisory first reported a position in Ericsson in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Ericsson position peaked at $22.8K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.