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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
Q2 		$355K Buy
1,921
+101
+6% +$18.9K 0.06% 251
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Holistic Planning's QCOM Position: Q2 2026 in Review

Holistic Planning increased its Qualcomm (QCOM) stake by 5.5% in Q2 2026, buying an estimated $18.9K and bringing the position to 1,921 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #251.

Holistic Planning first reported a position in QCOM in Q2 2025 and has held it in 5 quarters since. 3,020 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Holistic Planning held 1,921 shares of Qualcomm worth $355K as of Q2 2026.
  • Holistic Planning bought 101 Qualcomm shares in Q2 2026, an estimated $18.9K.
  • Qualcomm made up 0.06% of Holistic Planning's portfolio in Q2 2026, its #251 holding.
  • Holistic Planning first reported a position in Qualcomm in Q2 2025 and has held it in 5 quarters since.
  • 3,020 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.