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Capstone Financial Advisors’s Qualcomm QCOM Stock Holding History

Capstone Financial 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
2026
Q1 		$2.19M Buy
17,037
+4
+0% +$584 0.12% 42
2025
Q4 		$2.91M Sell
17,033
-257
-1% -$44K 0.16% 37
2025
Q3 		$2.88M Buy
17,290
+217
+1% +$34.4K 0.16% 39
2025
Q2 		$2.72M Buy
17,073
+3
+0% +$442 0.16% 37
2025
Q1 		$2.62M Sell
17,070
-28
-0.2% -$4.56K 0.16% 37
2024
Q4 		$2.63M Sell
17,098
-674
-4% -$110K 0.16% 36
2024
Q3 		$3.02M Buy
17,772
+12
+0.1% +$2.12K 0.19% 35
2024
Q2 		$3.54M Sell
17,760
-98
-0.5% -$18.5K 0.23% 32
2024
Q1 		$3.02M Sell
17,858
-12
-0.1% -$1.85K 0.2% 31
2023
Q4 		$2.58M Buy
17,870
+28
+0.2% +$3.47K 0.19% 31
2023
Q3 		$1.98M Buy
17,842
+3
+0% +$348 0.16% 36
2023
Q2 		$2.12M Sell
17,839
-74
-0.4% -$8.51K 0.16% 34
2023
Q1 		$2.29M Buy
17,913
+202
+1% +$25.1K 0.18% 34
2022
Q4 		$1.95M Sell
17,711
-139
-0.8% -$16.3K 0.16% 34
2022
Q3 		$2.02M Buy
17,850
+263
+1% +$36.1K 0.19% 32
2022
Q2 		$2.25M Buy
17,587
+4
+0% +$543 0.19% 35
2022
Q1 		$2.69M Buy
17,583
+3
+0% +$503 0.2% 34
2021
Q4 		$3.21M Sell
17,580
-749
-4% -$120K 0.23% 30
2021
Q3 		$2.36M Buy
18,329
+184
+1% +$26.1K 0.19% 30
2021
Q2 		$2.59M Buy
18,145
+785
+5% +$106K 0.2% 27
2021
Q1 		$2.3M Buy
17,360
+203
+1% +$29.3K 0.2% 27
2020
Q4 		$2.61M Buy
17,157
+609
+4% +$84.8K 0.25% 24
2020
Q3 		$1.95M Hold
16,548
– – 0.21% 29
2020
Q2 		$1.51M Hold
16,548
– – 0.17% 28
2020
Q1 		$1.12M Buy
16,548
+317
+2% +$26K 0.15% 26
2019
Q4 		$1.43M Buy
16,231
+99
+0.6% +$8.28K 0.2% 25
2019
Q3 		$1.23M Sell
16,132
-371
-2% -$27.9K 0.19% 28
2019
Q2 		$1.25M Buy
16,503
+341
+2% +$25K 0.2% 28
2019
Q1 		$922K Buy
16,162
+61
+0.4% +$3.29K 0.16% 35
2018
Q4 		$916K Hold
16,101
– – 0.18% 37
2018
Q3 		$1.16M Hold
16,101
– – 0.29% 24
2018
Q2 		$904K Hold
16,101
– – 0.27% 25
2018
Q1 		$892K Sell
16,101
-84
-0.5% -$5.35K 0.29% 25
2017
Q4 		$1.04M Buy
16,185
+84
+0.5% +$5.09K 0.39% 25
2017
Q3 		$835K Hold
16,101
– – 0.37% 24
2017
Q2 		$889K Hold
16,101
– – 0.43% 22
2017
Q1 		$923K Hold
16,101
– – 0.47% 22
2016
Q4 		$1.05M Hold
16,101
– – 0.48% 19
2016
Q3 		$1.1M Sell
16,101
-50
-0.3% -$3.04K 0.59% 14
2016
Q2 		$865K Hold
16,151
– – 0.47% 21
2016
Q1 		$826K Sell
16,151
-101
-0.6% -$4.92K 0.33% 28
2015
Q4 		$812K Sell
16,252
-310
-2% -$16.5K 0.29% 27
2015
Q3 		$890K Sell
16,562
-58
-0.3% -$3.45K 0.39% 26
2015
Q2 		$1.04M Sell
16,620
-165
-1% -$11.3K 0.41% 19
2015
Q1 		$1.16M Hold
16,785
– – 0.45% 20
2014
Q4 		$1.25M Sell
16,785
-35
-0.2% -$2.56K 0.39% 23
2014
Q3 		$1.26M Hold
16,820
– – 0.77% 13
2014
Q2 		$1.33M Buy
16,820
+35
+0.2% +$2.78K 0.93% 11
2014
Q1 		$1.32M Sell
16,785
-1,000
-6% -$75.3K 0.81% 12
2013
Q4 		$1.32M Buy
+17,785
New +$1.25M 0.85% 12

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

Capstone Financial Advisors's QCOM Position: Q1 2026 in Review

Capstone Financial Advisors increased its Qualcomm (QCOM) stake by 0.02% in Q1 2026, buying an estimated $584 and bringing the position to 17,037 shares worth $2.19M. The position accounts for 0.12% of the portfolio, ranked #42.

Capstone Financial Advisors first reported a position in QCOM in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.54M in Q2 2024. 2,705 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Capstone Financial Advisors held 17,037 shares of Qualcomm worth $2.19M as of Q1 2026.
  • Capstone Financial Advisors bought 4 Qualcomm shares in Q1 2026, an estimated $584.
  • Qualcomm made up 0.12% of Capstone Financial Advisors's portfolio in Q1 2026, its #42 holding.
  • Capstone Financial Advisors first reported a position in Qualcomm in Q4 2013 and has held it in 50 quarters since.
  • Capstone Financial Advisors's Qualcomm position peaked at $3.54M in Q2 2024.
  • 2,705 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.