ERIC — LM Ericsson Telephone Co.

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  14 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported LM Ericsson Telephone Co. (ERIC) in 14 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows ERIC at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ERIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in LM Ericsson Telephone Co., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ERIC was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ERIC stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held ERIC — position size vs. price
% of Fund (quarterly)    ERIC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 34,870 — 0% 0.03% $393K 2026-04-14 $12.01
2025 Q4 UNCHANGED 34,870 — 0% 0.02% $336K 2026-01-07 $9.70
2025 Q3 REDUCED 34,870 -803 -2.3% 0.02% $288K 2025-10-14 $9.71
2025 Q2 ADDED 35,673 +6,477 +22.2% 0.02% $303K 2025-07-24 $7.23
2025 Q1 REDUCED 29,196 -22,720 -43.8% 0.02% $227K 2025-04-14 $7.21
2024 Q4 ADDED 51,916 +33,865 +187.6% 0.03% $418K 2025-01-22 $8.33
2024 Q3 ADDED 18,051 +9,301 +106.3% 0.01% $137K 2024-10-16 $8.07
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ERIC

As of 2026 Q1 — sorted by position size

Henry James International Management Inc. 3Y 7Y 0.94% Legacy Wealth Asset Management, LLC 3Y 0.28% Alhambra Investment Management LLC 3Y 0.12% Five Oceans Advisors 3Y 0.09% Bayforest Capital Ltd 0.05% Versant Capital Management, Inc 3Y 7Y 0.04% Naviter Wealth, LLC 3Y 0.04% MJT & Associates Financial Advisory Group, Inc. 0.02% WOLFF WIESE MAGANA LLC 3Y 0.02% NorthCrest Asset Manangement, LLC 3Y 0.01%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and ERIC

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning ERIC?

BALDWIN WEALTH PARTNERS LLC/MA reported ERIC across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ERIC position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for ERIC was 0.03% in 2024 Q4.

What is the latest reported ERIC position on this page?

The most recent filing on this page is 2026 Q1, when BALDWIN WEALTH PARTNERS LLC/MA reported 34,870 shares, equal to 0.03% of portfolio, with an estimated market value of $393K.

What does the chart on this ERIC ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly ERIC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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