Institute for Wealth Management’s Qualcomm QCOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.2M Sell
11,886
-353
-3% -$66K 0.19% 105
2026
Q1
$1.58M Sell
12,239
-307
-2% -$44.8K 0.17% 134
2025
Q4
$2.15M Buy
12,546
+27
+0.2% +$4.63K 0.23% 92
2025
Q3
$2.08M Sell
12,519
-178
-1% -$28.2K 0.22% 96
2025
Q2
$2.02M Sell
12,697
-490
-4% -$72.1K 0.23% 94
2025
Q1
$2.03M Buy
13,187
+7
+0.1% +$1.14K 0.26% 85
2024
Q4
$2.02M Sell
13,180
-422
-3% -$69.1K 0.25% 84
2024
Q3
$2.31M Sell
13,602
-241
-2% -$42.6K 0.29% 75
2024
Q2
$2.76M Buy
13,843
+64
+0.5% +$12.1K 0.37% 54
2024
Q1
$2.33M Buy
13,779
+98
+0.7% +$15.1K 0.3% 69
2023
Q4
$1.98M Sell
13,681
-163
-1% -$20.2K 0.32% 73
2023
Q3
$1.54M Buy
13,844
+103
+0.7% +$11.9K 0.28% 85
2023
Q2
$1.64M Sell
13,741
-170
-1% -$19.5K 0.28% 91
2023
Q1
$1.77M Sell
13,911
-98
-0.7% -$12.2K 0.34% 72
2022
Q4
$1.54M Sell
14,009
-298
-2% -$34.9K 0.32% 81
2022
Q3
$1.62M Sell
14,307
-59
-0.4% -$8.11K 0.36% 72
2022
Q2
$1.83M Buy
14,366
+9
+0.1% +$1.22K 0.36% 66
2022
Q1
$2.19M Buy
14,357
+4
+0% +$671 0.36% 65
2021
Q4
$2.63M Buy
14,353
+83
+0.6% +$13.3K 0.43% 54
2021
Q3
$1.84M Sell
14,270
-61
-0.4% -$8.65K 0.32% 76
2021
Q2
$2.05M Sell
14,331
-184
-1% -$24.9K 0.36% 67
2021
Q1
$1.93M Buy
14,515
+25
+0.2% +$3.61K 0.37% 70
2020
Q4
$2.21M Sell
14,490
-410
-3% -$57.1K 0.44% 51
2020
Q3
$1.75M Sell
14,900
-659
-4% -$70.4K 0.4% 54
2020
Q2
$1.42M Buy
15,559
+249
+2% +$20K 0.35% 72
2020
Q1
$1.04M Sell
15,310
-109
-0.7% -$8.94K 0.32% 82
2019
Q4
$1.36M Sell
15,419
-1,445
-9% -$121K 0.31% 85
2019
Q3
$1.29M Sell
16,864
-313
-2% -$23.6K 0.32% 82
2019
Q2
$1.31M Sell
17,177
-1,360
-7% -$99.6K 0.29% 88
2019
Q1
$1.06M Buy
+18,537
New +$1M 0.23% 119
2018
Q4
Sell
-24,791
Closed -$1.77M 325
2018
Q3
$1.77M Sell
24,791
-11,387
-31% -$749K 0.6% 49
2018
Q2
$2.04M Buy
36,178
+3,299
+10% +$184K 0.65% 44
2018
Q1
$1.72M Buy
32,879
+5,351
+19% +$341K 0.51% 58
2017
Q4
$1.78M Buy
27,528
+9,222
+50% +$559K 0.41% 66
2017
Q3
$950K Sell
18,306
-472
-3% -$25K 0.31% 108
2017
Q2
$1.05M Buy
+18,778
New +$1.05M 0.29% 103

Other funds holding QCOM

Institute for Wealth Management's QCOM Position: Q2 2026 in Review

Institute for Wealth Management reduced its Qualcomm (QCOM) stake by 2.9% in Q2 2026, selling an estimated $66K and leaving 11,886 shares worth $2.2M. The position accounts for 0.19% of the portfolio, ranked #105.

Institute for Wealth Management first reported a position in QCOM in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.76M in Q2 2024. 1,266 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Institute for Wealth Management held 11,886 shares of Qualcomm worth $2.2M as of Q2 2026.
  • Institute for Wealth Management sold 353 Qualcomm shares in Q2 2026, an estimated $66K.
  • Qualcomm made up 0.19% of Institute for Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Institute for Wealth Management first reported a position in Qualcomm in Q2 2017 and has held it in 36 quarters since.
  • Institute for Wealth Management's Qualcomm position peaked at $2.76M in Q2 2024.
  • 1,266 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.