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Compass Planning Associates’s Qualcomm QCOM Stock Holding History

Compass Planning Associates’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
-47
Closed -$7.47K – 97
2025
Q2 		$7.47K Hold
47
– – 0.01% 103
2025
Q1 		$7.21K Hold
47
– – 0.01% 104
2024
Q4 		$7.21K Buy
+47
New +$7.7K 0.01% 104

Other funds holding QCOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Compass Planning Associates's QCOM Position: Q3 2025 in Review

Compass Planning Associates sold out of Qualcomm (QCOM) in Q3 2025, closing a stake of 47 shares — an estimated $7.47K sold.

Compass Planning Associates first reported a position in QCOM in Q4 2024 and held it in 3 quarters. The position peaked at $7.47K in Q2 2025. 2,779 funds tracked by Wall St. Rank hold QCOM as of Q3 2025.

  • Compass Planning Associates reported no remaining Qualcomm position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 47 Qualcomm shares in Q3 2025, an estimated $7.47K.
  • Compass Planning Associates first reported a position in Qualcomm in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Qualcomm position peaked at $7.47K in Q2 2025.
  • 2,779 funds tracked by Wall St. Rank held Qualcomm as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.