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Davis Investment Partners’s Qualcomm QCOM Stock Holding History

Davis Investment Partners’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
2026
Q1 		– Sell
-1,435
Closed -$248K – 178
2025
Q4 		$248K Hold
1,435
– – 0.09% 143
2025
Q3 		$239K Sell
1,435
-3,437
-71% -$545K 0.08% 146
2025
Q2 		$777K Sell
4,872
-475
-9% -$69.9K 0.28% 58
2025
Q1 		$744K Buy
5,347
+3,812
+248% +$621K 0.33% 54
2024
Q4 		$241K Hold
1,535
– – 0.1% 110
2024
Q3 		$258K Sell
1,535
-201
-12% -$35.5K 0.11% 101
2024
Q2 		$351K Buy
1,736
+1
+0.1% +$189 0.14% 88
2024
Q1 		$296K Hold
1,735
– – 0.13% 92
2023
Q4 		$236K Sell
1,735
-400
-19% -$49.5K 0.11% 95
2023
Q3 		$234K Hold
2,135
– – 0.12% 93
2023
Q2 		$258K Hold
2,135
– – 0.12% 98
2023
Q1 		$261K Hold
2,135
– – 0.14% 90
2022
Q4 		$279K Buy
+2,135
New +$250K 0.14% 94

Other funds holding QCOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Davis Investment Partners's QCOM Position: Q1 2026 in Review

Davis Investment Partners sold out of Qualcomm (QCOM) in Q1 2026, closing a stake of 1,435 shares — an estimated $248K sold.

Davis Investment Partners first reported a position in QCOM in Q4 2022 and held it in 13 quarters. The position peaked at $777K in Q2 2025. 2,709 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Davis Investment Partners reported no remaining Qualcomm position as of Q1 2026 after selling out during the quarter.
  • Davis Investment Partners sold 1,435 Qualcomm shares in Q1 2026, an estimated $248K.
  • Davis Investment Partners first reported a position in Qualcomm in Q4 2022 and held it in 13 quarters.
  • Davis Investment Partners's Qualcomm position peaked at $777K in Q2 2025.
  • 2,709 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.