Circle Wealth Management’s Qualcomm QCOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $911K | Buy |
7,076
+187
| +3% | +$27.3K | 0.01% | 149 |
|
|
2025
Q4 | $1.18M | Buy |
6,889
+40
| +0.6% | +$6.86K | 0.02% | 122 |
|
|
2025
Q3 | $1.14M | Hold |
6,849
| – | – | 0.02% | 114 |
|
|
2025
Q2 | $1.09M | Sell |
6,849
-147
| -2% | -$21.6K | 0.02% | 109 |
|
|
2025
Q1 | $1.07M | Sell |
6,996
-180
| -3% | -$29.3K | 0.02% | 108 |
|
|
2024
Q4 | $1.1M | Buy |
7,176
+74
| +1% | +$12.1K | 0.02% | 112 |
|
|
2024
Q3 | $1.21M | Sell |
7,102
-174
| -2% | -$30.7K | 0.03% | 105 |
|
|
2024
Q2 | $1.45M | Sell |
7,276
-996
| -12% | -$188K | 0.03% | 77 |
|
|
2024
Q1 | $1.4M | Buy |
8,272
+65
| +0.8% | +$10K | 0.03% | 78 |
|
|
2023
Q4 | $1.19M | Sell |
8,207
-459
| -5% | -$56.8K | 0.03% | 76 |
|
|
2023
Q3 | $962K | Buy |
8,666
+1,324
| +18% | +$154K | 0.02% | 87 |
|
|
2023
Q2 | $874K | Sell |
7,342
-40
| -0.5% | -$4.6K | 0.12% | 61 |
|
|
2023
Q1 | $942K | Buy |
7,382
+8
| +0.1% | +$995 | 0.14% | 55 |
|
|
2022
Q4 | $811K | Buy |
7,374
+65
| +0.9% | +$7.61K | 0.13% | 59 |
|
|
2022
Q3 | $826K | Sell |
7,309
-23
| -0.3% | -$3.16K | 0.14% | 59 |
|
|
2022
Q2 | $937K | Sell |
7,332
-656
| -8% | -$89.1K | 0.15% | 56 |
|
|
2022
Q1 | $1.22M | Buy |
7,988
+630
| +9% | +$106K | 0.16% | 58 |
|
|
2021
Q4 | $1.35M | Buy |
7,358
+41
| +0.6% | +$6.56K | 0.18% | 55 |
|
|
2021
Q3 | $944K | Buy |
7,317
+25
| +0.3% | +$3.55K | 0.14% | 67 |
|
|
2021
Q2 | $1.04M | Buy |
7,292
+100
| +1% | +$13.5K | 0.15% | 70 |
|
|
2021
Q1 | $954K | Buy |
7,192
+259
| +4% | +$37.4K | 0.15% | 64 |
|
|
2020
Q4 | $1.06M | Buy |
6,933
+55
| +0.8% | +$7.66K | 0.15% | 82 |
|
|
2020
Q3 | $809K | Sell |
6,878
-597
| -8% | -$63.8K | 0.13% | 81 |
|
|
2020
Q2 | $682K | Sell |
7,475
-151
| -2% | -$12.1K | 0.12% | 86 |
|
|
2020
Q1 | $516K | Sell |
7,626
-111
| -1% | -$9.1K | 0.1% | 109 |
|
|
2019
Q4 | $683K | Sell |
7,737
-602
| -7% | -$50.4K | 0.12% | 91 |
|
|
2019
Q3 | $636K | Buy |
8,339
+87
| +1% | +$6.55K | 0.14% | 85 |
|
|
2019
Q2 | $628K | Buy |
8,252
+2,545
| +45% | +$186K | 0.14% | 86 |
|
|
2019
Q1 | $325K | Hold |
5,707
| – | – | 0.07% | 120 |
|
|
2018
Q4 | $325K | Hold |
5,707
| – | – | 0.12% | 59 |
|
|
2018
Q3 | $411K | Sell |
5,707
-1,006
| -15% | -$66.2K | 0.13% | 63 |
|
|
2018
Q2 | $377K | Buy |
6,713
+46
| +0.7% | +$2.57K | 0.13% | 65 |
|
|
2018
Q1 | $369K | Sell |
6,667
-1,228
| -16% | -$78.2K | 0.13% | 64 |
|
|
2017
Q4 | $505K | Sell |
7,895
-85
| -1% | -$5.16K | 0.19% | 51 |
|
|
2017
Q3 | $414K | Buy |
7,980
+3,651
| +84% | +$193K | 0.17% | 54 |
|
|
2017
Q2 | $239K | Buy |
4,329
+57
| +1% | +$3.18K | 0.11% | 71 |
|
|
2017
Q1 | $245K | Sell |
4,272
-221
| -5% | -$12.8K | 0.12% | 66 |
|
|
2016
Q4 | $293K | Buy |
+4,493
| New | +$302K | 0.16% | 51 |
|
Other funds holding QCOM
VCM
VPM
Circle Wealth Management's QCOM Position: Q1 2026 in Review
Circle Wealth Management increased its Qualcomm (QCOM) stake by 2.7% in Q1 2026, buying an estimated $27.3K and bringing the position to 7,076 shares worth $911K. The position accounts for 0.01% of the portfolio, ranked #149.
Circle Wealth Management first reported a position in QCOM in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.45M in Q2 2024. 2,705 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.
- Circle Wealth Management held 7,076 shares of Qualcomm worth $911K as of Q1 2026.
- Circle Wealth Management bought 187 Qualcomm shares in Q1 2026, an estimated $27.3K.
- Qualcomm made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #149 holding.
- Circle Wealth Management first reported a position in Qualcomm in Q4 2016 and has held it in 38 quarters since.
- Circle Wealth Management's Qualcomm position peaked at $1.45M in Q2 2024.
- 2,705 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.
Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.