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 Q2	$68M	Sell	367,840 -50,442	-12%	-$9.43M	0.62%	28
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

London & Capital Asset Management's QCOM Position: Q2 2026 in Review

London & Capital Asset Management reduced its Qualcomm (QCOM) stake by 12% in Q2 2026, selling an estimated $9.43M and leaving 367,840 shares worth $68M. The position accounts for 0.62% of the portfolio, ranked #28.

London & Capital Asset Management first reported a position in QCOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $101M in Q4 2025. 3,033 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

London & Capital Asset Management held 367,840 shares of Qualcomm worth $68M as of Q2 2026.
London & Capital Asset Management sold 50,442 Qualcomm shares in Q2 2026, an estimated $9.43M.
Qualcomm made up 0.62% of London & Capital Asset Management's portfolio in Q2 2026, its #28 holding.
London & Capital Asset Management first reported a position in Qualcomm in Q4 2024 and has held it in 7 quarters since.
London & Capital Asset Management's Qualcomm position peaked at $101M in Q4 2025.
3,033 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.