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Capital Planning Advisors’s Qualcomm QCOM Stock Holding History

Capital Planning Advisors’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
2025
Q3 		– Sell
-1,279
Closed -$204K – 153
2025
Q2 		$204K Sell
1,279
-124
-9% -$18.3K 0.03% 136
2025
Q1 		$216K Buy
1,403
+5
+0.4% +$815 0.03% 131
2024
Q4 		$215K Buy
1,398
+6
+0.4% +$982 0.03% 135
2024
Q3 		$237K Buy
+1,392
New +$246K 0.04% 131

Other funds holding QCOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Planning Advisors's QCOM Position: Q3 2025 in Review

Capital Planning Advisors sold out of Qualcomm (QCOM) in Q3 2025, closing a stake of 1,279 shares — an estimated $204K sold.

Capital Planning Advisors first reported a position in QCOM in Q3 2024 and held it in 4 quarters. The position peaked at $237K in Q3 2024. 2,780 funds tracked by Wall St. Rank hold QCOM as of Q3 2025.

  • Capital Planning Advisors reported no remaining Qualcomm position as of Q3 2025 after selling out during the quarter.
  • Capital Planning Advisors sold 1,279 Qualcomm shares in Q3 2025, an estimated $204K.
  • Capital Planning Advisors first reported a position in Qualcomm in Q3 2024 and held it in 4 quarters.
  • Capital Planning Advisors's Qualcomm position peaked at $237K in Q3 2024.
  • 2,780 funds tracked by Wall St. Rank held Qualcomm as of Q3 2025.

Based on Capital Planning Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.