Cassady Schiller Wealth Management’s Qualcomm QCOM Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$73.3K	Buy	477 +65	+16%	+$10.6K	0.03%	176
2024 Q3	$70.1K	Hold	412	–	–	0.03%	178
2024 Q2	$82.1K	Hold	412	–	–	0.03%	163
2024 Q1	$69.8K	Hold	412	–	–	0.03%	183
2023 Q4	$59.6K	Hold	412	–	–	0.03%	188
2023 Q3	$45.8K	Hold	412	–	–	0.03%	201
2023 Q2	$49K	Hold	412	–	–	0.03%	199
2023 Q1	$52.6K	Hold	412	–	–	0.02%	193
2022 Q4	$45.3K	Buy	+412	New	+$48.2K	0.03%	202
2022 Q1	–	Sell	-436	Closed	-$80K	–	479
2021 Q4	$80K	Buy	+436	New	+$69.8K	0.05%	156

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Cassady Schiller Wealth Management's QCOM Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Qualcomm (QCOM) stake by 16% in Q4 2024, buying an estimated $10.6K and bringing the position to 477 shares worth $73.3K. The position accounts for 0.03% of the portfolio, ranked #176.

Cassady Schiller Wealth Management first reported a position in QCOM in Q4 2021 and has held it in 10 quarters since. The position peaked at $82.1K in Q2 2024. 2,783 funds tracked by Wall St. Rank hold QCOM as of Q4 2024.

Cassady Schiller Wealth Management held 477 shares of Qualcomm worth $73.3K as of Q4 2024.
Cassady Schiller Wealth Management bought 65 Qualcomm shares in Q4 2024, an estimated $10.6K.
Qualcomm made up 0.03% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #176 holding.
Cassady Schiller Wealth Management first reported a position in Qualcomm in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Qualcomm position peaked at $82.1K in Q2 2024.
2,783 funds tracked by Wall St. Rank held Qualcomm as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.