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DLK Investment Management’s Qualcomm QCOM Stock Holding History

DLK Investment Management’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 		$4.72M Sell
23,717
-2,774
-10% -$519K 2.01% 22
2026
Q1 		$3.41M Sell
26,491
-452
-2% -$66K 1.35% 34
2025
Q4 		$4.61M Buy
26,943
+249
+0.9% +$42.7K 1.71% 28
2025
Q3 		$4.44M Buy
26,694
+1,109
+4% +$176K 1.67% 28
2025
Q2 		$4.07M Buy
25,585
+659
+3% +$97K 1.54% 32
2025
Q1 		$3.83M Buy
24,926
+895
+4% +$146K 1.6% 31
2024
Q4 		$3.69M Buy
24,031
+100
+0.4% +$16.4K 1.54% 29
2024
Q3 		$4.07M Buy
23,931
+214
+0.9% +$37.8K 1.56% 29
2024
Q2 		$4.72M Sell
23,717
-812
-3% -$153K 1.95% 23
2024
Q1 		$4.15M Buy
24,529
+1,691
+7% +$261K 1.77% 25
2023
Q4 		$3.3M Buy
+22,838
New +$2.83M 1.5% 28

Other funds holding QCOM

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

DLK Investment Management's QCOM Position: Q2 2026 in Review

DLK Investment Management reduced its Qualcomm (QCOM) stake by 10% in Q2 2026, selling an estimated $519K and leaving 23,717 shares worth $4.72M. The position accounts for 2.01% of the portfolio, ranked #22.

DLK Investment Management first reported a position in QCOM in Q4 2023 and has held it in 11 quarters since. 675 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • DLK Investment Management held 23,717 shares of Qualcomm worth $4.72M as of Q2 2026.
  • DLK Investment Management sold 2,774 Qualcomm shares in Q2 2026, an estimated $519K.
  • Qualcomm made up 2.01% of DLK Investment Management's portfolio in Q2 2026, its #22 holding.
  • DLK Investment Management first reported a position in Qualcomm in Q4 2023 and has held it in 11 quarters since.
  • 675 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.