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Holistic Planning’s Qualcomm QCOM Stock Holding History

Holistic 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
2026
Q1 		$234K Buy
1,820
+94
+5% +$13.7K 0.05% 272
2025
Q4 		$295K Buy
1,726
+381
+28% +$65.3K 0.06% 222
2025
Q3 		$224K Sell
1,345
-20
-1% -$3.17K 0.06% 210
2025
Q2 		$217K Buy
+1,365
New +$201K 0.06% 206

Other funds holding QCOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Holistic Planning's QCOM Position: Q1 2026 in Review

Holistic Planning increased its Qualcomm (QCOM) stake by 5.4% in Q1 2026, buying an estimated $13.7K and bringing the position to 1,820 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #272.

Holistic Planning first reported a position in QCOM in Q2 2025 and has held it in 4 quarters since. The position peaked at $295K in Q4 2025. 2,705 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Holistic Planning held 1,820 shares of Qualcomm worth $234K as of Q1 2026.
  • Holistic Planning bought 94 Qualcomm shares in Q1 2026, an estimated $13.7K.
  • Qualcomm made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #272 holding.
  • Holistic Planning first reported a position in Qualcomm in Q2 2025 and has held it in 4 quarters since.
  • Holistic Planning's Qualcomm position peaked at $295K in Q4 2025.
  • 2,705 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.