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Larry Mathis Financial Planning’s Qualcomm QCOM Stock Holding History

Larry Mathis Financial 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 		$735K Sell
3,975
-51
-1% -$9.54K 0.56% 42
2026
Q1 		$518K Sell
4,026
-79
-2% -$11.5K 0.46% 50
2025
Q4 		$702K Buy
+4,105
New +$704K 0.62% 46

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

Larry Mathis Financial Planning's QCOM Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Qualcomm (QCOM) stake by 1.3% in Q2 2026, selling an estimated $9.54K and leaving 3,975 shares worth $735K. The position accounts for 0.56% of the portfolio, ranked #42.

Larry Mathis Financial Planning first reported a position in QCOM in Q4 2025 and has held it in 3 quarters since. 3,007 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Larry Mathis Financial Planning held 3,975 shares of Qualcomm worth $735K as of Q2 2026.
  • Larry Mathis Financial Planning sold 51 Qualcomm shares in Q2 2026, an estimated $9.54K.
  • Qualcomm made up 0.56% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #42 holding.
  • Larry Mathis Financial Planning first reported a position in Qualcomm in Q4 2025 and has held it in 3 quarters since.
  • 3,007 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.