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
MIHAS
DLA
TEC
ECSS
ATO
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.