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 | $36.3M | Sell |
281,800
-144,300
| -34% | -$21.1M | 0.05% | 461 |
|
|
2025
Q4 | $72.9M | Sell |
426,100
-129,100
| -23% | -$22.1M | 0.09% | 240 |
|
|
2025
Q3 | $92.4M | Buy |
555,200
+346,000
| +165% | +$54.9M | 0.12% | 194 |
|
|
2025
Q2 | $33.3M | Sell |
209,200
-78,300
| -27% | -$11.5M | 0.05% | 460 |
|
|
2025
Q1 | $44.2M | Buy |
287,500
+135,300
| +89% | +$22.1M | 0.07% | 342 |
|
|
2024
Q4 | $23.4M | Sell |
152,200
-71,100
| -32% | -$11.6M | 0.03% | 590 |
|
|
2024
Q3 | $38M | Buy |
223,300
+29,700
| +15% | +$5.24M | 0.06% | 399 |
|
|
2024
Q2 | $38.6M | Sell |
193,600
-95,900
| -33% | -$18.1M | 0.07% | 366 |
|
|
2024
Q1 | $49M | Buy |
289,500
+14,600
| +5% | +$2.26M | 0.09% | 308 |
|
|
2023
Q4 | $39.8M | Buy |
274,900
+66,000
| +32% | +$8.17M | 0.07% | 333 |
|
|
2023
Q3 | $23.2M | Buy |
+208,900
| New | +$24.2M | 0.05% | 524 |
|
|
2023
Q1 | – | Sell |
-30,400
| Closed | -$3.34M | – | 3056 |
|
|
2022
Q4 | $3.34M | Sell |
30,400
-5,000
| -14% | -$585K | 0.01% | 1196 |
|
|
2022
Q3 | $4M | Buy |
+35,400
| New | +$4.86M | 0.01% | 1123 |
|
|
2022
Q1 | – | Sell |
-55,500
| Closed | -$10.1M | – | 2771 |
|
|
2021
Q4 | $10.1M | Sell |
55,500
-18,500
| -25% | -$2.96M | 0.03% | 629 |
|
|
2021
Q3 | $9.54M | Buy |
74,000
+66,000
| +825% | +$9.36M | 0.04% | 599 |
|
|
2021
Q2 | $1.14M | Sell |
8,000
-89,500
| -92% | -$12.1M | 0.01% | 1213 |
|
|
2021
Q1 | $12.9M | Buy |
+97,500
| New | +$14.1M | 0.06% | 404 |
|
|
2020
Q4 | – | Sell |
-50,000
| Closed | -$5.88M | – | 1623 |
|
|
2020
Q3 | $5.88M | Buy |
+50,000
| New | +$5.34M | 0.04% | 553 |
|
|
2019
Q3 | – | Sell |
-180,000
| Closed | -$13.1M | – | 1504 |
|
|
2019
Q2 | $13.1M | Buy |
180,000
+95,000
| +112% | +$6.96M | 0.08% | 336 |
|
|
2019
Q1 | $4.85M | Buy |
+85,000
| New | +$4.59M | 0.03% | 572 |
|
|
2016
Q3 | – | Sell |
-40,000
| Closed | -$2.14M | – | 1221 |
|
|
2016
Q2 | $2.14M | Buy |
+40,000
| New | +$2.11M | 0.01% | 673 |
|
|
2016
Q1 | – | Sell |
-100,000
| Closed | -$5M | – | 1478 |
|
|
2015
Q4 | $5M | Buy |
+100,000
| New | +$5.33M | 0.03% | 495 |
|
|
2015
Q1 | – | Sell |
-50,000
| Closed | -$3.72M | – | 1049 |
|
|
2014
Q4 | $3.72M | Sell |
50,000
-25,000
| -33% | -$1.83M | 0.03% | 488 |
|
|
2014
Q3 | $5.61M | Sell |
75,000
-125,000
| -63% | -$9.56M | 0.04% | 435 |
|
|
2014
Q2 | $15.8M | Buy |
+200,000
| New | +$15.9M | 0.18% | 146 |
|
|
2014
Q1 | – | Sell |
-35,000
| Closed | -$2.6M | – | 643 |
|
|
2013
Q4 | $2.6M | Buy |
+35,000
| New | +$2.47M | 0.03% | 385 |
|
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.