Legacy Wealth Asset Management, LLC ERIC — ERICSSON

Ownership history in Legacy Wealth Asset Management, LLC  ·  15 quarters on record

AI Ownership Summary

Legacy Wealth Asset Management, LLC reported ERICSSON (ERIC) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.28% in 2026 Q1. The latest visible filing shows ERIC at 0.28% 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 Legacy Wealth Asset Management, LLC's position in ERICSSON, 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 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 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 Legacy Wealth Asset Management, LLC fund profile Legacy Wealth Asset Management, LLC full holdings
How Legacy Wealth Asset Management, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 101,977 +17,669 +21.0% 0.28% $1.1M 2026-04-08 $11.85
2025 Q4 REDUCED 8.4% +16.8% ❌ 84,308 -7,775 -8.4% 0.20% $814K 2026-01-12 $9.28
2025 Q3 ADDED — — — 92,083 +1,149 +1.3% 0.19% $762K 2025-10-14 $9.71
2025 Q2 REDUCED 11.5% -2.7% ✅ 90,934 -11,780 -11.5% 0.20% $771K 2025-07-30 $6.97
2025 Q1 REDUCED — — — 102,714 -4,877 -4.5% 0.22% $797K 2025-04-09 $7.00
2024 Q4 REDUCED — — — 107,591 -2,260 -2.1% 0.24% $867K 2025-01-15 $8.13
2024 Q3 REDUCED 8.5% +8.5% ❌ 109,851 -10,179 -8.5% 0.22% $833K 2024-10-23 $8.02
2024 Q2 ADDED — — — 120,030 +20,171 +20.2% 0.21% $741K 2024-08-14 $6.43
2024 Q1 ADDED — — — 99,859 +4,482 +4.7% 0.15% $550K 2024-04-19 $4.77
2023 Q4 ADDED — — — 95,377 +10,638 +12.6% 0.20% $601K 2024-01-10 $5.63
5 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

Drum Hill Capital, LLC 6.9% O'Neil Global Advisors, Inc. 3Y 6.88% ABC ARBITRAGE SA 3.49% HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 3Y 7Y 2.86% Turim 21 Investimentos Ltda. 3Y 7Y 1.89% SALT Holding Corp. 1.36% XY Capital Ltd 3Y 1.31% BCS Private Wealth Management, Inc. 1.04% denkapparat Operations GmbH 1.04% ACADIAN ASSET MANAGEMENT LLC 3Y 7Y 1.04%

FAQ About Legacy Wealth Asset Management, LLC and ERIC

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

How long has Legacy Wealth Asset Management, LLC reported owning ERIC?

Legacy Wealth Asset Management, LLC reported ERIC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ERIC position in Legacy Wealth Asset Management, LLC's portfolio?

The largest reported portfolio weight for ERIC was 0.28% in 2026 Q1.

What is the latest reported ERIC position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Asset Management, LLC reported 101,977 shares, equal to 0.28% of portfolio, with an estimated market value of $1.1M.

What does the chart on this ERIC ownership page compare?

The chart compares Legacy Wealth Asset Management, LLC'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.

How well did Legacy Wealth Asset Management, LLC time their ERIC position?

Based on 13F filing dates vs. subsequent ERIC price moves, Legacy Wealth Asset Management, LLC correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on ERIC relative to SPY over the holding period was +3.0%.

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