London & Capital Asset Management’s Qualcomm QCOM Stock Holding History

London & Capital Asset Management’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	$53.8M	Sell	418,282 -171,600	-29%	-$25M	0.59%	34
2025 Q4	$101M	Buy	589,882 +531,312	+907%	+$91.1M	1.04%	25
2025 Q3	$9.74M	Sell	58,570 -94,937	-62%	-$15.1M	0.7%	28
2025 Q2	$24.4M	Sell	153,507 -179,571	-54%	-$26.4M	1.85%	22
2025 Q1	$51.2M	Buy	333,078 +232,425	+231%	+$37.9M	4.39%	6
2024 Q4	$15.5M	Buy	+100,653	New	+$16.5M	1.32%	35

Other funds holding QCOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

London & Capital Asset Management's QCOM Position: Q1 2026 in Review

London & Capital Asset Management reduced its Qualcomm (QCOM) stake by 29% in Q1 2026, selling an estimated $25M and leaving 418,282 shares worth $53.8M. The position accounts for 0.59% of the portfolio, ranked #34.

London & Capital Asset Management first reported a position in QCOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $101M in Q4 2025. 2,708 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

London & Capital Asset Management held 418,282 shares of Qualcomm worth $53.8M as of Q1 2026.
London & Capital Asset Management sold 171,600 Qualcomm shares in Q1 2026, an estimated $25M.
Qualcomm made up 0.59% of London & Capital Asset Management's portfolio in Q1 2026, its #34 holding.
London & Capital Asset Management first reported a position in Qualcomm in Q4 2024 and has held it in 6 quarters since.
London & Capital Asset Management's Qualcomm position peaked at $101M in Q4 2025.
2,708 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.