Capital & Planning LLC’s Qualcomm QCOM Stock Holding History

Capital & Planning LLC’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 Q1	–	Sell	-30	Closed	-$4.61K	–	143
2024 Q4	$4.61K	Buy	+30	New	+$4.91K	﹤0.01%	124

Other funds holding QCOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital & Planning LLC's QCOM Position: Q1 2025 in Review

Capital & Planning LLC sold out of Qualcomm (QCOM) in Q1 2025, closing a stake of 30 shares — an estimated $4.61K sold.

Capital & Planning LLC first reported a position in QCOM in Q4 2024 and held it in 1 quarter. The position peaked at $4.61K in Q4 2024. 2,775 funds tracked by Wall St. Rank hold QCOM as of Q1 2025.

Capital & Planning LLC reported no remaining Qualcomm position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 30 Qualcomm shares in Q1 2025, an estimated $4.61K.
Capital & Planning LLC first reported a position in Qualcomm in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's Qualcomm position peaked at $4.61K in Q4 2024.
2,775 funds tracked by Wall St. Rank held Qualcomm as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.