Advisory Research’s Qualcomm QCOM Stock Holding History

Advisory Research’s Portfolio QCOM Stock Details QCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,893	Closed	-$321K	–	452
2023 Q3	$321K	Buy	+2,893	New	+$336K	0.04%	360
2021 Q1	–	Sell	-55,890	Closed	-$8.51M	–	379
2020 Q4	$8.51M	Buy	55,890 +43,134	+338%	+$6.01M	0.62%	62
2020 Q3	$1.5M	Buy	+12,756	New	+$1.36M	0.15%	129
2017 Q3	–	Sell	-7,793	Closed	-$430K	–	464
2017 Q2	$430K	Sell	7,793 -84,014	-92%	-$4.69M	0.01%	379
2017 Q1	$5.26M	Buy	+91,807	New	+$5.33M	0.08%	164
2014 Q2	–	Sell	-916	Closed	-$72K	–	603
2014 Q1	$72K	Buy	+916	New	+$69K	﹤0.01%	430

Other funds holding QCOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advisory Research's QCOM Position: Q4 2023 in Review

Advisory Research sold out of Qualcomm (QCOM) in Q4 2023, closing a stake of 2,893 shares — an estimated $321K sold.

Advisory Research first reported a position in QCOM in Q1 2014 and held it in 6 quarters. The position peaked at $8.51M in Q4 2020. 2,514 funds tracked by Wall St. Rank hold QCOM as of Q4 2023.

Advisory Research reported no remaining Qualcomm position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 2,893 Qualcomm shares in Q4 2023, an estimated $321K.
Advisory Research first reported a position in Qualcomm in Q1 2014 and held it in 6 quarters.
Advisory Research's Qualcomm position peaked at $8.51M in Q4 2020.
2,514 funds tracked by Wall St. Rank held Qualcomm as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.