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Beutel, Goodman & Co’s Qualcomm QCOM Stock Holding History

Beutel, Goodman & Co’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
2026
Q1 		$310M Buy
2,408,283
+507,756
+27% +$74.1M 2.1% 17
2025
Q4 		$325M Sell
1,900,527
-756,653
-28% -$130M 2% 24
2025
Q3 		$442M Sell
2,657,180
-117,632
-4% -$18.7M 2.66% 5
2025
Q2 		$442M Buy
2,774,812
+95,997
+4% +$14.1M 2.52% 7
2025
Q1 		$411M Buy
2,678,815
+237,245
+10% +$38.7M 2.37% 13
2024
Q4 		$375M Buy
2,441,570
+381,380
+19% +$62.4M 2.04% 16
2024
Q3 		$350M Buy
2,060,190
+216,624
+12% +$38.2M 1.73% 29
2024
Q2 		$367M Sell
1,843,566
-1,036,656
-36% -$196M 1.95% 22
2024
Q1 		$488M Buy
2,880,222
+40,668
+1% +$6.29M 2.51% 10
2023
Q4 		$411M Sell
2,839,554
-10,545
-0.4% -$1.31M 2.18% 14
2023
Q3 		$317M Buy
2,850,099
+7,675
+0.3% +$890K 1.87% 19
2023
Q2 		$338M Buy
2,842,424
+772,244
+37% +$88.8M 1.9% 20
2023
Q1 		$264M Buy
2,070,180
+110,056
+6% +$13.7M 1.55% 30
2022
Q4 		$215M Buy
1,960,124
+1,045,733
+114% +$122M 1.3% 37
2022
Q3 		$103M Buy
+914,391
New +$126M 0.7% 49

Other funds holding QCOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Beutel, Goodman & Co's QCOM Position: Q1 2026 in Review

Beutel, Goodman & Co increased its Qualcomm (QCOM) stake by 27% in Q1 2026, buying an estimated $74.1M and bringing the position to 2,408,283 shares worth $310M. The position accounts for 2.1% of the portfolio, ranked #17.

Beutel, Goodman & Co first reported a position in QCOM in Q3 2022 and has held it in 15 quarters since. The position peaked at $488M in Q1 2024. 2,705 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Beutel, Goodman & Co held 2,408,283 shares of Qualcomm worth $310M as of Q1 2026.
  • Beutel, Goodman & Co bought 507,756 Qualcomm shares in Q1 2026, an estimated $74.1M.
  • Qualcomm made up 2.1% of Beutel, Goodman & Co's portfolio in Q1 2026, its #17 holding.
  • Beutel, Goodman & Co first reported a position in Qualcomm in Q3 2022 and has held it in 15 quarters since.
  • Beutel, Goodman & Co's Qualcomm position peaked at $488M in Q1 2024.
  • 2,705 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.