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 Q2	$265K	Buy	+1,435	New	+$268K	0.08%	151
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Davis Investment Partners's QCOM Position: Q2 2026 in Review

Davis Investment Partners opened a new position in Qualcomm (QCOM) in Q2 2026: 1,435 shares worth $265K. The stake represents 0.08% of the portfolio and ranks #151 among its holdings. This is a return to the name: Davis Investment Partners previously reported a position in QCOM as recently as Q4 2025.

Davis Investment Partners first reported a position in QCOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $777K in Q2 2025. 3,033 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

Davis Investment Partners held 1,435 shares of Qualcomm worth $265K as of Q2 2026.
Qualcomm was a new Davis Investment Partners position in Q2 2026.
Qualcomm made up 0.08% of Davis Investment Partners's portfolio in Q2 2026, its #151 holding.
Davis Investment Partners first reported a position in Qualcomm in Q4 2022 and has held it in 14 quarters since.
Davis Investment Partners's Qualcomm position peaked at $777K in Q2 2025.
3,033 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.