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Smallwood Wealth Investment Management’s BlackBerry BB Stock Holding History

Smallwood Wealth Investment Management’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 		$139 Hold
11
– – ﹤0.01% 491
2026
Q1 		$35 Hold
11
– – ﹤0.01% 506
2025
Q4 		$41 Hold
11
– – ﹤0.01% 494
2025
Q3 		$53 Hold
11
– – ﹤0.01% 507
2025
Q2 		$50 Hold
11
– – ﹤0.01% 545
2025
Q1 		$41 Buy
+11
New +$50 ﹤0.01% 489

Other funds holding BB

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
LI
Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

Smallwood Wealth Investment Management's BB Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its BlackBerry (BB) position steady in Q2 2026 at 11 shares worth $139. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Smallwood Wealth Investment Management first reported a position in BB in Q1 2025 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold BB as of Q2 2026.

  • Smallwood Wealth Investment Management held 11 shares of BlackBerry worth $139 as of Q2 2026.
  • Smallwood Wealth Investment Management left its BlackBerry share count unchanged in Q2 2026.
  • BlackBerry made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #491 holding.
  • Smallwood Wealth Investment Management first reported a position in BlackBerry in Q1 2025 and has held it in 6 quarters since.
  • 103 funds tracked by Wall St. Rank held BlackBerry as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.