Balyasny Asset Management’s Qualcomm QCOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.2M | Buy |
110,394
+74,127
| +204% | +$10.8M | 0.02% | 849 |
|
|
2025
Q4 | $6.2M | Sell |
36,267
-10,465
| -22% | -$1.79M | 0.01% | 1285 |
|
|
2025
Q3 | $7.77M | Buy |
+46,732
| New | +$7.41M | 0.01% | 1180 |
|
|
2025
Q2 | – | Sell |
-71,135
| Closed | -$10.5M | – | 3248 |
|
|
2025
Q1 | $10.9M | Buy |
+71,135
| New | +$11.6M | 0.02% | 869 |
|
|
2024
Q4 | – | Sell |
-20,065
| Closed | -$3.28M | – | 3172 |
|
|
2024
Q3 | $3.41M | Buy |
20,065
+17,627
| +723% | +$3.11M | 0.01% | 1434 |
|
|
2024
Q2 | $486K | Sell |
2,438
-8,454
| -78% | -$1.6M | ﹤0.01% | 2063 |
|
|
2024
Q1 | $1.84M | Sell |
10,892
-411,874
| -97% | -$63.7M | ﹤0.01% | 1562 |
|
|
2023
Q4 | $61.1M | Buy |
422,766
+361,356
| +588% | +$44.8M | 0.11% | 232 |
|
|
2023
Q3 | $6.82M | Sell |
61,410
-501,601
| -89% | -$58.2M | 0.01% | 986 |
|
|
2023
Q2 | $67M | Buy |
563,011
+561,328
| +33,353% | +$64.5M | 0.15% | 180 |
|
|
2023
Q1 | $215K | Sell |
1,683
-10,832
| -87% | -$1.35M | ﹤0.01% | 2206 |
|
|
2022
Q4 | $1.38M | Sell |
12,515
-11,515
| -48% | -$1.35M | ﹤0.01% | 1558 |
|
|
2022
Q3 | $2.71M | Buy |
24,030
+20,425
| +567% | +$2.81M | 0.01% | 1338 |
|
|
2022
Q2 | $461K | Sell |
3,605
-161,398
| -98% | -$21.9M | ﹤0.01% | 2002 |
|
|
2022
Q1 | $25.2M | Buy |
+165,003
| New | +$27.7M | 0.08% | 345 |
|
|
2021
Q3 | – | Sell |
-39,474
| Closed | -$5.6M | – | 2334 |
|
|
2021
Q2 | $5.64M | Buy |
+39,474
| New | +$5.34M | 0.03% | 672 |
|
|
2020
Q4 | – | Sell |
-521,831
| Closed | -$61.4M | – | 1622 |
|
|
2020
Q3 | $61.4M | Sell |
521,831
-60,201
| -10% | -$6.43M | 0.45% | 32 |
|
|
2020
Q2 | $53.1M | Buy |
582,032
+540,256
| +1,293% | +$43.3M | 0.46% | 35 |
|
|
2020
Q1 | $2.83M | Buy |
41,776
+36,199
| +649% | +$2.97M | 0.03% | 533 |
|
|
2019
Q4 | $492K | Buy |
+5,577
| New | +$467K | ﹤0.01% | 997 |
|
|
2019
Q3 | – | Sell |
-428,901
| Closed | -$32.3M | – | 1503 |
|
|
2019
Q2 | $32.6M | Sell |
428,901
-226,306
| -35% | -$16.6M | 0.21% | 129 |
|
|
2019
Q1 | $37.4M | Buy |
655,207
+344,373
| +111% | +$18.6M | 0.25% | 106 |
|
|
2018
Q4 | $17.7M | Buy |
310,834
+290,069
| +1,397% | +$17.6M | 0.13% | 223 |
|
|
2018
Q3 | $1.5M | Buy |
20,765
+3,731
| +22% | +$246K | 0.01% | 1076 |
|
|
2018
Q2 | $956K | Sell |
17,034
-26,191
| -61% | -$1.46M | ﹤0.01% | 1149 |
|
|
2018
Q1 | $2.4M | Sell |
43,225
-84,224
| -66% | -$5.37M | 0.01% | 941 |
|
|
2017
Q4 | $8.16M | Buy |
127,449
+100,710
| +377% | +$6.11M | 0.03% | 701 |
|
|
2017
Q3 | $1.39M | Buy |
26,739
+9,239
| +53% | +$489K | 0.01% | 1082 |
|
|
2017
Q2 | $966K | Buy |
17,500
+1,500
| +9% | +$83.8K | ﹤0.01% | 1116 |
|
|
2017
Q1 | $917K | Sell |
16,000
-188,239
| -92% | -$10.9M | ﹤0.01% | 1131 |
|
|
2016
Q4 | $13.3M | Buy |
204,239
+85,199
| +72% | +$5.72M | 0.07% | 394 |
|
|
2016
Q3 | $8.15M | Buy |
+119,040
| New | +$7.24M | 0.05% | 429 |
|
|
2016
Q2 | – | Sell |
-6,170
| Closed | -$325K | – | 1388 |
|
|
2016
Q1 | $316K | Sell |
6,170
-266,110
| -98% | -$13M | ﹤0.01% | 999 |
|
|
2015
Q4 | $13.6M | Sell |
272,280
-194,371
| -42% | -$10.4M | 0.09% | 291 |
|
|
2015
Q3 | $25.1M | Buy |
+466,651
| New | +$27.7M | 0.19% | 148 |
|
|
2014
Q3 | – | Sell |
-67,230
| Closed | -$5.14M | – | 834 |
|
|
2014
Q2 | $5.33M | Buy |
+67,230
| New | +$5.34M | 0.06% | 365 |
|
|
2013
Q4 | – | Sell |
-53,703
| Closed | -$3.79M | – | 605 |
|
|
2013
Q3 | $3.62M | Sell |
53,703
-24,537
| -31% | -$1.61M | 0.05% | 392 |
|
|
2013
Q2 | $4.78M | Buy |
+78,240
| New | +$4.99M | 0.08% | 302 |
|
Other funds holding QCOM
VCM
VPM
Balyasny Asset Management's QCOM Position: Q1 2026 in Review
Balyasny Asset Management increased its Qualcomm (QCOM) stake by 204% in Q1 2026, buying an estimated $10.8M and bringing the position to 110,394 shares worth $14.2M. The position accounts for 0.02% of the portfolio, ranked #849.
Balyasny Asset Management first reported a position in QCOM in Q2 2013 and has held it in 38 quarters since. The position peaked at $67M in Q2 2023. 2,709 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.
- Balyasny Asset Management held 110,394 shares of Qualcomm worth $14.2M as of Q1 2026.
- Balyasny Asset Management bought 74,127 Qualcomm shares in Q1 2026, an estimated $10.8M.
- Qualcomm made up 0.02% of Balyasny Asset Management's portfolio in Q1 2026, its #849 holding.
- Balyasny Asset Management first reported a position in Qualcomm in Q2 2013 and has held it in 38 quarters since.
- Balyasny Asset Management's Qualcomm position peaked at $67M in Q2 2023.
- 2,709 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.