Carter Financial Group’s Qualcomm QCOM Stock Holding History

Carter Financial Group’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	-1,317	Closed	-$210K	–	126
2025 Q2	$210K	Buy	+1,317	New	+$194K	0.14%	104

Other funds holding QCOM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carter Financial Group's QCOM Position: Q3 2025 in Review

Carter Financial Group sold out of Qualcomm (QCOM) in Q3 2025, closing a stake of 1,317 shares — an estimated $210K sold.

Carter Financial Group first reported a position in QCOM in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 2,779 funds tracked by Wall St. Rank hold QCOM as of Q3 2025.

Carter Financial Group reported no remaining Qualcomm position as of Q3 2025 after selling out during the quarter.
Carter Financial Group sold 1,317 Qualcomm shares in Q3 2025, an estimated $210K.
Carter Financial Group first reported a position in Qualcomm in Q2 2025 and held it in 1 quarter.
Carter Financial Group's Qualcomm position peaked at $210K in Q2 2025.
2,779 funds tracked by Wall St. Rank held Qualcomm as of Q3 2025.

Based on Carter Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.