Churchill Management’s Qualcomm QCOM Stock Holding History

Churchill 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
2025 Q2	$5.54M	Sell	34,776 -10,753	-24%	-$1.58M	0.06%	100
2025 Q1	$6.99M	Sell	45,529 -111	-0.2%	-$18.1K	0.09%	90
2024 Q4	$7.01M	Buy	45,640 +12,055	+36%	+$1.97M	0.08%	94
2024 Q3	$5.71M	Buy	33,585 +1,775	+6%	+$313K	0.07%	104
2024 Q2	$6.34M	Buy	+31,810	New	+$6.01M	0.07%	96
2023 Q2	–	Sell	-14,557	Closed	-$1.86M	–	159
2023 Q1	$1.86M	Sell	14,557 -2,877	-17%	-$358K	0.04%	118
2022 Q4	$1.92M	Sell	17,434 -2,970	-15%	-$348K	0.05%	109
2022 Q3	$2.31M	Buy	+20,404	New	+$2.8M	0.06%	105
2021 Q2	–	Sell	-81,137	Closed	-$10.8M	–	145
2021 Q1	$10.8M	Sell	81,137 -4,450	-5%	-$642K	0.18%	73
2020 Q4	$13M	Sell	85,587 -11,086	-11%	-$1.54M	0.22%	59
2020 Q3	$11.4M	Sell	96,673 -17,258	-15%	-$1.84M	0.28%	41
2020 Q2	$10.4M	Sell	113,931 -11,029	-9%	-$884K	0.32%	46
2020 Q1	$8.45M	Buy	+124,960	New	+$10.2M	0.43%	45
2017 Q1	–	Sell	-61,308	Closed	-$4M	–	132
2016 Q4	$4M	Sell	61,308 -5,611	-8%	-$377K	0.13%	66
2016 Q3	$4.58M	Buy	+66,919	New	+$4.07M	0.19%	62
2014 Q4	–	Sell	-58,220	Closed	-$4.35M	–	200
2014 Q3	$4.35M	Sell	58,220 -3,112	-5%	-$238K	0.18%	72
2014 Q2	$4.86M	Sell	61,332 -8,343	-12%	-$663K	0.22%	62
2014 Q1	$5.5M	Buy	+69,675	New	+$5.25M	0.22%	43

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

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

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

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

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

Churchill Management's QCOM Position: Q2 2025 in Review

Churchill Management reduced its Qualcomm (QCOM) stake by 24% in Q2 2025, selling an estimated $1.58M and leaving 34,776 shares worth $5.54M. The position accounts for 0.06% of the portfolio, ranked #100.

Churchill Management first reported a position in QCOM in Q1 2014 and has held it in 18 quarters since. The position peaked at $13M in Q4 2020. 2,777 funds tracked by Wall St. Rank hold QCOM as of Q2 2025.

Churchill Management held 34,776 shares of Qualcomm worth $5.54M as of Q2 2025.
Churchill Management sold 10,753 Qualcomm shares in Q2 2025, an estimated $1.58M.
Qualcomm made up 0.06% of Churchill Management's portfolio in Q2 2025, its #100 holding.
Churchill Management first reported a position in Qualcomm in Q1 2014 and has held it in 18 quarters since.
Churchill Management's Qualcomm position peaked at $13M in Q4 2020.
2,777 funds tracked by Wall St. Rank held Qualcomm as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.