GoalVest Advisory
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GoalVest Advisory’s Qualcomm QCOM Stock Holding History

GoalVest Advisory’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
Q3 		$52.1K Buy
283
+43
+18% +$7.44K 0.01% 222
2026
Q2 		$44.4K Hold
240
– – 0.01% 222
2026
Q1 		$30.9K Hold
240
– – 0.01% 276
2025
Q4 		$41.1K Buy
240
+125
+109% +$21.4K 0.01% 260
2025
Q3 		$19.1K Hold
115
– – ﹤0.01% 298
2025
Q2 		$18.3K Sell
115
-5
-4% -$736 ﹤0.01% 278
2025
Q1 		$18.4K Buy
120
+5
+4% +$815 0.01% 243
2024
Q4 		$17.7K Sell
115
-208
-64% -$34.1K ﹤0.01% 256
2024
Q3 		$54.9K Buy
323
+208
+181% +$36.7K 0.02% 181
2024
Q2 		$22.9K Sell
115
-21
-15% -$3.97K 0.01% 228
2024
Q1 		$23K Buy
136
+21
+18% +$3.24K 0.01% 257
2023
Q4 		$16.6K Hold
115
– – 0.01% 225
2023
Q3 		$12.8K Hold
115
– – 0.01% 249
2023
Q2 		$13.7K Sell
115
-409
-78% -$47K 0.01% 226
2023
Q1 		$66.8K Buy
524
+409
+356% +$50.9K 0.04% 102
2022
Q4 		$12.6K Hold
115
– – 0.01% 176
2022
Q3 		$13K Sell
115
-199
-63% -$27.3K 0.01% 178
2022
Q2 		$40K Sell
314
-881
-74% -$120K 0.03% 178
2022
Q1 		$183K Buy
+1,195
New +$200K 0.1% 113
2021
Q2 		$330K Sell
2,306
-2,321
-50% -$314K 0.2% 105
2021
Q1 		$613K Sell
4,627
-1,000
-18% -$144K 0.46% 74
2020
Q4 		$857K Buy
+5,627
New +$784K 0.72% 44

Other funds holding QCOM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

GoalVest Advisory's QCOM Position: Q3 2026 in Review

GoalVest Advisory increased its Qualcomm (QCOM) stake by 18% in Q3 2026, buying an estimated $7.44K and bringing the position to 283 shares worth $52.1K. The position accounts for 0.01% of the portfolio, ranked #222.

GoalVest Advisory first reported a position in QCOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $857K in Q4 2020. 1,602 funds tracked by Wall St. Rank hold QCOM as of Q3 2026.

  • GoalVest Advisory held 283 shares of Qualcomm worth $52.1K as of Q3 2026.
  • GoalVest Advisory bought 43 Qualcomm shares in Q3 2026, an estimated $7.44K.
  • Qualcomm made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #222 holding.
  • GoalVest Advisory first reported a position in Qualcomm in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's Qualcomm position peaked at $857K in Q4 2020.
  • 1,602 funds tracked by Wall St. Rank held Qualcomm as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.