Essential Planning’s Qualcomm QCOM Stock Holding History

Essential 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 Q1	–	Sell	-23,075	Closed	-$3.78M	–	247
2024 Q4	$3.78M	Buy	+23,075	New	+$3.78M	0.02%	139

Other funds holding QCOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Essential Planning's QCOM Position: Q1 2025 in Review

Essential Planning sold out of Qualcomm (QCOM) in Q1 2025, closing a stake of 23,075 shares — an estimated $3.78M sold.

Essential Planning first reported a position in QCOM in Q4 2024 and held it in 1 quarter. The position peaked at $3.78M in Q4 2024. 2,774 funds tracked by Wall St. Rank hold QCOM as of Q1 2025.

Essential Planning reported no remaining Qualcomm position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 23,075 Qualcomm shares in Q1 2025, an estimated $3.78M.
Essential Planning first reported a position in Qualcomm in Q4 2024 and held it in 1 quarter.
Essential Planning's Qualcomm position peaked at $3.78M in Q4 2024.
2,774 funds tracked by Wall St. Rank held Qualcomm as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.