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CWM
Congress Wealth Management’s
Qualcomm
QCOM
Stock Holding History
Congress Wealth Management’s Portfolio
QCOM Stock Details
QCOM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$9.72M
Buy
61,027
+20,165
+49%
+$2.97M
0.09%
250
2025
Q1
$6.3M
Buy
40,862
+7,704
+23%
+$1.26M
0.08%
288
2024
Q4
$5.09M
Buy
33,158
+5,670
+21%
+$928K
0.07%
282
2024
Q3
$4.67M
Buy
27,488
+16,623
+153%
+$2.94M
0.06%
302
2024
Q2
$2.16M
Sell
10,865
-893
-8%
-$169K
0.03%
346
2024
Q1
$1.99M
Buy
11,758
+1,084
+10%
+$168K
0.03%
314
2023
Q4
$1.54M
Buy
10,674
+4,197
+65%
+$520K
0.03%
344
2023
Q3
$719K
Buy
6,477
+590
+10%
+$68.4K
0.01%
407
2023
Q2
$701K
Sell
5,887
-217
-4%
-$24.9K
0.02%
374
2023
Q1
$779K
Buy
6,104
+22
+0.4%
+$2.73K
0.02%
370
2022
Q4
$669K
Buy
6,082
+246
+4%
+$28.8K
0.02%
379
2022
Q3
$660K
Sell
5,836
-1,040
-15%
-$143K
0.02%
375
2022
Q2
$878K
Sell
6,876
-2,862
-29%
-$389K
0.02%
348
2022
Q1
$1.49M
Sell
9,738
-1,114
-10%
-$187K
0.03%
313
2021
Q4
$1.99M
Buy
+10,852
New
+$1.74M
0.04%
312
Other funds holding QCOM
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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