AWM
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Avitas Wealth Management’s Qualcomm QCOM Stock Holding History

Avitas Wealth Management’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
2024
Q4 		$4.26M Sell
27,741
-251
-0.9% -$41.1K 0.59% 42
2024
Q3 		$4.76M Sell
27,992
-393
-1% -$69.4K 0.67% 36
2024
Q2 		$5.65M Sell
28,385
-372
-1% -$70.3K 0.83% 28
2024
Q1 		$4.87M Sell
28,757
-521
-2% -$80.5K 0.74% 38
2023
Q4 		$4.23M Buy
29,278
+113
+0.4% +$14K 0.71% 38
2023
Q3 		$3.24M Sell
29,165
-635
-2% -$73.7K 0.62% 39
2023
Q2 		$3.55M Sell
29,800
-327
-1% -$37.6K 0.64% 44
2023
Q1 		$3.84M Sell
30,127
-344
-1% -$42.8K 0.75% 37
2022
Q4 		$3.35M Buy
30,471
+6,901
+29% +$807K 0.71% 44
2022
Q3 		$2.66M Buy
23,570
+329
+1% +$45.2K 0.61% 51
2022
Q2 		$2.97M Buy
23,241
+196
+0.9% +$26.6K 0.65% 44
2022
Q1 		$3.52M Sell
23,045
-16,894
-42% -$2.83M 0.64% 48
2021
Q4 		$7.3M Buy
39,939
+912
+2% +$146K 1.22% 20
2021
Q3 		$5.03M Buy
39,027
+8,042
+26% +$1.14M 0.92% 32
2021
Q2 		$4.43M Buy
30,985
+918
+3% +$124K 0.79% 40
2021
Q1 		$3.99M Buy
30,067
+2,001
+7% +$289K 0.78% 39
2020
Q4 		$4.28M Buy
28,066
+130
+0.5% +$18.1K 0.87% 29
2020
Q3 		$3.29M Buy
27,936
+202
+0.7% +$21.6K 0.92% 31
2020
Q2 		$2.53M Buy
+27,734
New +$2.22M 0.84% 37
2019
Q3 		– Sell
-14,813
Closed -$1.13M – 182
2019
Q2 		$1.13M Buy
+14,813
New +$1.08M 0.31% 102

Other funds holding QCOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avitas Wealth Management's QCOM Position: Q4 2024 in Review

Avitas Wealth Management reduced its Qualcomm (QCOM) stake by 0.9% in Q4 2024, selling an estimated $41.1K and leaving 27,741 shares worth $4.26M. The position accounts for 0.59% of the portfolio, ranked #42.

Avitas Wealth Management first reported a position in QCOM in Q2 2019 and has held it in 20 quarters since. The position peaked at $7.3M in Q4 2021. 2,783 funds tracked by Wall St. Rank hold QCOM as of Q4 2024.

  • Avitas Wealth Management held 27,741 shares of Qualcomm worth $4.26M as of Q4 2024.
  • Avitas Wealth Management sold 251 Qualcomm shares in Q4 2024, an estimated $41.1K.
  • Qualcomm made up 0.59% of Avitas Wealth Management's portfolio in Q4 2024, its #42 holding.
  • Avitas Wealth Management first reported a position in Qualcomm in Q2 2019 and has held it in 20 quarters since.
  • Avitas Wealth Management's Qualcomm position peaked at $7.3M in Q4 2021.
  • 2,783 funds tracked by Wall St. Rank held Qualcomm as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.