EP Wealth Advisors’s Qualcomm QCOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.4M Sell
80,576
-17,128
-18% -$2.5M 0.05% 215
2025
Q4
$16.7M Buy
+97,704
New +$16.7M 0.09% 150
2025
Q2
$16.2M Sell
101,855
-7,933
-7% -$1.17M 0.11% 141
2025
Q1
$16.9M Buy
109,788
+8,223
+8% +$1.34M 0.13% 121
2024
Q4
$15.6M Buy
101,565
+3,604
+4% +$590K 0.13% 119
2024
Q3
$16.7M Buy
97,961
+9,562
+11% +$1.69M 0.14% 115
2024
Q2
$17.6M Buy
88,399
+12,460
+16% +$2.35M 0.19% 95
2024
Q1
$12.9M Buy
75,939
+4,694
+7% +$725K 0.15% 99
2023
Q4
$10.3M Sell
71,245
-2,280
-3% -$282K 0.13% 103
2023
Q3
$8.17M Buy
73,525
+70,640
+2,449% +$8.19M 0.13% 117
2023
Q2
$7.98M Sell
2,885
-44,236
-94% -$5.09M 0.12% 117
2023
Q1
$1.38M Sell
47,121
-6,793
-13% -$845K 0.02% 266
2022
Q4
$5.93M Sell
53,914
-16,454
-23% -$1.93M 0.11% 116
2022
Q3
$7.95M Buy
70,368
+32,551
+86% +$4.47M 0.18% 89
2022
Q2
$4.83M Buy
37,817
+876
+2% +$119K 0.11% 112
2022
Q1
$5.64M Buy
36,941
+88
+0.2% +$14.8K 0.12% 100
2021
Q4
$6.74M Buy
36,853
+6,582
+22% +$1.05M 0.16% 85
2021
Q3
$3.9M Sell
30,271
-4,699
-13% -$667K 0.11% 109
2021
Q2
$5M Sell
34,970
-2,251
-6% -$304K 0.14% 101
2021
Q1
$4.93M Buy
37,221
+21,577
+138% +$3.11M 0.16% 95
2020
Q4
$2.38M Sell
15,644
-576
-4% -$80.2K 0.08% 119
2020
Q3
$1.91M Buy
16,220
+38
+0.2% +$4.06K 0.08% 115
2020
Q2
$1.48M Buy
16,182
+252
+2% +$20.2K 0.06% 140
2020
Q1
$1.08M Sell
15,930
-3,589
-18% -$294K 0.05% 159
2019
Q4
$1.72M Buy
19,519
+8,126
+71% +$680K 0.07% 138
2019
Q3
$869K Sell
11,393
-1,507
-12% -$113K 0.04% 178
2019
Q2
$981K Buy
12,900
+3,777
+41% +$277K 0.06% 129
2019
Q1
$520K Sell
9,123
-10,532
-54% -$569K 0.05% 164
2018
Q4
$1.12M Buy
19,655
+6,391
+48% +$388K 0.09% 118
2018
Q3
$955K Buy
13,264
+5,846
+79% +$385K 0.07% 118
2018
Q2
$416K Hold
7,418
0.04% 133
2018
Q1
$411K Sell
7,418
-1,341
-15% -$85.4K 0.04% 132
2017
Q4
$561K Sell
8,759
-443
-5% -$26.9K 0.06% 104
2017
Q3
$477K Buy
9,202
+554
+6% +$29.3K 0.06% 106
2017
Q2
$478K Buy
8,648
+210
+2% +$11.7K 0.06% 108
2017
Q1
$484K Sell
8,438
-1,352
-14% -$78.4K 0.07% 87
2016
Q4
$636K Sell
9,790
-67
-0.7% -$4.5K 0.09% 74
2016
Q3
$675K Sell
9,857
-138,345
-93% -$8.41M 0.11% 67
2016
Q2
$7.94M Sell
148,202
-17,013
-10% -$897K 1.27% 27
2016
Q1
$8.45M Buy
165,215
+36,548
+28% +$1.78M 1.3% 28
2015
Q4
$6.43M Sell
128,667
-21,306
-14% -$1.14M 1.08% 36
2015
Q3
$8.06M Sell
149,973
-4,469
-3% -$266K 1.54% 26
2015
Q2
$9.67M Buy
154,442
+7,286
+5% +$497K 1.81% 27
2015
Q1
$10.2M Buy
147,156
+6,136
+4% +$432K 1.92% 24
2014
Q4
$10.5M Sell
141,020
-388
-0.3% -$28.4K 1.73% 26
2014
Q3
$10.6M Buy
141,408
+8,559
+6% +$655K 1.71% 18
2014
Q2
$10.5M Buy
132,849
+3,408
+3% +$271K 2.45% 15
2014
Q1
$10.2M Buy
129,441
+4,098
+3% +$309K 2.79% 14
2013
Q4
$9.31M Buy
125,343
+4,458
+4% +$314K 2.41% 19
2013
Q3
$8.14M Buy
120,885
+5,562
+5% +$365K 2.56% 16
2013
Q2
$7.04M Buy
+115,323
New +$7.36M 2.54% 19

Other funds holding QCOM

EP Wealth Advisors's QCOM Position: Q1 2026 in Review

EP Wealth Advisors reduced its Qualcomm (QCOM) stake by 18% in Q1 2026, selling an estimated $2.5M and leaving 80,576 shares worth $10.4M. The position accounts for 0.05% of the portfolio, ranked #215.

EP Wealth Advisors first reported a position in QCOM in Q2 2013 and has held it in 51 quarters since. The position peaked at $17.6M in Q2 2024. 2,709 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • EP Wealth Advisors held 80,576 shares of Qualcomm worth $10.4M as of Q1 2026.
  • EP Wealth Advisors sold 17,128 Qualcomm shares in Q1 2026, an estimated $2.5M.
  • Qualcomm made up 0.05% of EP Wealth Advisors's portfolio in Q1 2026, its #215 holding.
  • EP Wealth Advisors first reported a position in Qualcomm in Q2 2013 and has held it in 51 quarters since.
  • EP Wealth Advisors's Qualcomm position peaked at $17.6M in Q2 2024.
  • 2,709 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.