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 | $9.36M | Sell |
72,700
-49,900
| -41% | -$7.28M | 0.01% | 1063 |
|
|
2025
Q4 | $21M | Sell |
122,600
-12,300
| -9% | -$2.11M | 0.03% | 688 |
|
|
2025
Q3 | $22.4M | Buy |
134,900
+12,800
| +10% | +$2.03M | 0.03% | 668 |
|
|
2025
Q2 | $19.4M | Buy |
122,100
+17,100
| +16% | +$2.52M | 0.03% | 681 |
|
|
2025
Q1 | $16.1M | Sell |
105,000
-19,900
| -16% | -$3.24M | 0.03% | 690 |
|
|
2024
Q4 | $19.2M | Sell |
124,900
-2,200
| -2% | -$360K | 0.03% | 690 |
|
|
2024
Q3 | $21.6M | Buy |
127,100
+1,500
| +1% | +$265K | 0.04% | 601 |
|
|
2024
Q2 | $25M | Sell |
125,600
-108,300
| -46% | -$20.5M | 0.04% | 522 |
|
|
2024
Q1 | $39.6M | Sell |
233,900
-7,500
| -3% | -$1.16M | 0.07% | 387 |
|
|
2023
Q4 | $34.9M | Buy |
241,400
+107,700
| +81% | +$13.3M | 0.07% | 380 |
|
|
2023
Q3 | $14.8M | Sell |
133,700
-116,300
| -47% | -$13.5M | 0.03% | 697 |
|
|
2023
Q2 | $29.8M | Buy |
+250,000
| New | +$28.7M | 0.07% | 400 |
|
|
2022
Q3 | – | Sell |
-67,500
| Closed | -$8.62M | – | 3189 |
|
|
2022
Q2 | $8.62M | Buy |
+67,500
| New | +$9.17M | 0.03% | 707 |
|
|
2021
Q3 | – | Sell |
-7,000
| Closed | -$1M | – | 2333 |
|
|
2021
Q2 | $1M | Buy |
+7,000
| New | +$946K | ﹤0.01% | 1267 |
|
|
2020
Q4 | – | Sell |
-137,500
| Closed | -$16.2M | – | 1621 |
|
|
2020
Q3 | $16.2M | Buy |
+137,500
| New | +$14.7M | 0.12% | 254 |
|
|
2019
Q4 | – | Sell |
-80,500
| Closed | -$6.14M | – | 1429 |
|
|
2019
Q3 | $6.14M | Buy |
+80,500
| New | +$6.06M | 0.04% | 508 |
|
|
2019
Q2 | – | Sell |
-157,500
| Closed | -$8.98M | – | 1686 |
|
|
2019
Q1 | $8.98M | Buy |
157,500
+17,500
| +13% | +$945K | 0.06% | 418 |
|
|
2018
Q4 | $7.97M | Buy |
+140,000
| New | +$8.5M | 0.06% | 405 |
|
|
2017
Q2 | – | Sell |
-100,000
| Closed | -$5.73M | – | 1687 |
|
|
2017
Q1 | $5.73M | Buy |
+100,000
| New | +$5.8M | 0.03% | 666 |
|
|
2015
Q2 | – | Sell |
-200,000
| Closed | -$13.9M | – | 1288 |
|
|
2015
Q1 | $13.9M | Sell |
200,000
-50,000
| -20% | -$3.52M | 0.11% | 271 |
|
|
2014
Q4 | $18.6M | Sell |
250,000
-50,000
| -17% | -$3.66M | 0.17% | 177 |
|
|
2014
Q3 | $22.4M | Buy |
300,000
+200,000
| +200% | +$15.3M | 0.17% | 148 |
|
|
2014
Q2 | $7.92M | Buy |
+100,000
| New | +$7.95M | 0.09% | 284 |
|
|
2014
Q1 | – | Sell |
-60,000
| Closed | -$4.46M | – | 642 |
|
|
2013
Q4 | $4.46M | Buy |
+60,000
| New | +$4.23M | 0.06% | 327 |
|
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.