KFS
QCOM icon

Kaizen Financial Strategies’s Qualcomm QCOM Stock Holding History

Kaizen Financial Strategies’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 		$288K Sell
2,145
-159
-7% -$23.2K 0.12% 128
2025
Q4 		$394K Buy
2,304
+213
+10% +$36.5K 0.17% 102
2025
Q3 		$362K Sell
2,091
-638
-23% -$101K 0.16% 109
2025
Q2 		$435K Sell
2,729
-220
-7% -$32.4K 0.22% 86
2025
Q1 		$453K Sell
2,949
-116
-4% -$18.9K 0.26% 72
2024
Q4 		$471K Buy
3,065
+281
+10% +$46K 0.27% 65
2024
Q3 		$473K Buy
2,784
+104
+4% +$18.4K 0.27% 61
2024
Q2 		$447K Sell
2,680
-103
-4% -$19.5K 0.28% 59
2024
Q1 		$471K Sell
2,783
-18
-0.6% -$2.78K 0.32% 58
2023
Q4 		$405K Sell
2,801
-662
-19% -$82K 0.31% 59
2023
Q3 		$385K Sell
3,463
-153
-4% -$17.8K 0.33% 52
2023
Q2 		$429K Buy
3,616
+1,299
+56% +$149K 0.37% 49
2023
Q1 		$296K Sell
2,317
-94
-4% -$11.7K 0.29% 58
2022
Q4 		$290K Sell
2,411
-197
-8% -$23.1K 0.29% 75
2022
Q3 		$295K Sell
2,608
-127
-5% -$17.4K 0.3% 76
2022
Q2 		$349K Buy
2,735
+204
+8% +$27.7K 0.34% 73
2022
Q1 		$387K Buy
2,531
+205
+9% +$34.4K 0.3% 77
2021
Q4 		$425K Sell
2,326
-1,155
-33% -$185K 0.32% 83
2021
Q3 		$449K Buy
+3,481
New +$494K 0.36% 73
2021
Q1 		$1.05M Buy
7,914
+3,175
+67% +$458K 1% 27
2020
Q4 		$722K Buy
+4,739
New +$660K 0.8% 36

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

Kaizen Financial Strategies's QCOM Position: Q1 2026 in Review

Kaizen Financial Strategies reduced its Qualcomm (QCOM) stake by 6.9% in Q1 2026, selling an estimated $23.2K and leaving 2,145 shares worth $288K. The position accounts for 0.12% of the portfolio, ranked #128.

Kaizen Financial Strategies first reported a position in QCOM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.05M in Q1 2021. 2,710 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Kaizen Financial Strategies held 2,145 shares of Qualcomm worth $288K as of Q1 2026.
  • Kaizen Financial Strategies sold 159 Qualcomm shares in Q1 2026, an estimated $23.2K.
  • Qualcomm made up 0.12% of Kaizen Financial Strategies's portfolio in Q1 2026, its #128 holding.
  • Kaizen Financial Strategies first reported a position in Qualcomm in Q4 2020 and has held it in 21 quarters since.
  • Kaizen Financial Strategies's Qualcomm position peaked at $1.05M in Q1 2021.
  • 2,710 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.