Creative Planning’s Qualcomm QCOM Stock Holding History

Creative Planning’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 Q4	–	Sell	-10,000	Closed	-$158K	–	4065
2025 Q3	$158K	Buy	+10,000	New	+$1.59M	﹤0.01%	3564
2024 Q3	–	Sell	-3,000	Closed	-$308K	–	3285
2024 Q2	$308K	Sell	3,000 -1,000	-25%	-$189K	﹤0.01%	2321
2024 Q1	$294K	Hold	4,000	–	–	﹤0.01%	2268
2023 Q4	$208K	Hold	4,000	–	–	﹤0.01%	2400
2023 Q3	$108K	Buy	+4,000	New	+$464K	﹤0.01%	2386
2023 Q2	–	Sell	-100	Closed	-$968	–	2791
2023 Q1	$968	Buy	+100	New	+$12.4K	﹤0.01%	2542
2021 Q2	–	Sell	-8,100	Closed	-$66K	–	2478
2021 Q1	$66K	Buy	+8,100	New	+$1.17M	﹤0.01%	2319
2020 Q1	–	Sell	-100	Closed	-$2K	–	2045
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	1954
2019 Q3	$1K	Buy	+100	New	+$7.53K	﹤0.01%	1977
2017 Q3	–	Sell	-1,000	Closed	-$4K	–	3282
2017 Q2	$4K	Sell	1,000 -500	-33%	-$27.9K	﹤0.01%	4112
2017 Q1	$7K	Buy	1,500 +800	+114%	+$46.4K	﹤0.01%	3806
2016 Q4	$1K	Buy	+700	New	+$47K	﹤0.01%	4478
2014 Q2	–	Sell	-100	Closed	-$2K	–	3930
2014 Q1	$2K	Buy	+100	New	+$7.53K	﹤0.01%	3383

Other funds holding QCOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Creative Planning's QCOM Position: Q1 2026 in Review

Creative Planning reduced its Qualcomm (QCOM) stake by 6.9% in Q1 2026, selling an estimated $5.54M and leaving 509,793 shares worth $65.7M. The position accounts for 0.04% of the portfolio, ranked #177.

Creative Planning first reported a position in QCOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $93.7M in Q4 2025. 2,708 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

Creative Planning held 509,793 shares of Qualcomm worth $65.7M as of Q1 2026.
Creative Planning sold 37,942 Qualcomm shares in Q1 2026, an estimated $5.54M.
Qualcomm made up 0.04% of Creative Planning's portfolio in Q1 2026, its #177 holding.
Creative Planning first reported a position in Qualcomm in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Qualcomm position peaked at $93.7M in Q4 2025.
2,708 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.