Baron Wealth Management LLC

Position in ERIC — Ericsson Lm Telephone Co

CIK 1968507 TROY, MI

Position in ERIC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$155,598

+$12,774 QoQ

Shares Held

13,955

+10.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#241

of 389 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Baron Wealth Management LLC holds $2,518,026 across 5 Communication Equipment names. ERIC ranks #5 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	12,651	$1,485,986
2	UI	Ubiquiti Inc.	734	$391,978
3	MSI	Motorola Solutions, Inc.	626	$259,971
4	BKTI	BK Technologies Corp	2,611	$224,493
5	ERIC	Ericsson Lm Telephone Co This page	13,955	$155,598

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$155,598	13,955	+10.1%	Shares	Sole	2026-07-07
2026-03-31	$142,824	12,673	+0.9%	Shares	Sole	2026-04-16
2025-12-31	$121,155	12,555	+1.6%	Shares	Sole	2026-01-14
2025-09-30	$102,233	12,362	+7.3%	Shares	Sole	2025-10-20
2025-06-30	$97,655	11,516	+5.1%	Shares	Sole	2025-07-09
2025-03-31	$85,041	10,959	-27.7%	Shares	Sole	2025-05-14
2024-12-31	$122,205	15,162	—	Shares	Sole	2025-01-23
No filing history on record for this holder in this stock.