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LWM Advisory Services’s Qualcomm QCOM Stock Holding History

LWM Advisory Services’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 		– Sell
-1,390
Closed -$238K – 84
2025
Q4 		$238K Buy
1,390
+7
+0.5% +$1.2K 0.14% 76
2025
Q3 		$230K Buy
1,383
+19
+1% +$3.01K 0.13% 90
2025
Q2 		$217K Hold
1,364
– – 0.15% 89
2025
Q1 		$210K Hold
1,364
– – 0.15% 94
2024
Q4 		$210K Buy
+1,364
New +$223K 0.15% 92

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

LWM Advisory Services's QCOM Position: Q1 2026 in Review

LWM Advisory Services sold out of Qualcomm (QCOM) in Q1 2026, closing a stake of 1,390 shares — an estimated $238K sold.

LWM Advisory Services first reported a position in QCOM in Q4 2024 and held it in 5 quarters. The position peaked at $238K in Q4 2025. 2,707 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • LWM Advisory Services reported no remaining Qualcomm position as of Q1 2026 after selling out during the quarter.
  • LWM Advisory Services sold 1,390 Qualcomm shares in Q1 2026, an estimated $238K.
  • LWM Advisory Services first reported a position in Qualcomm in Q4 2024 and held it in 5 quarters.
  • LWM Advisory Services's Qualcomm position peaked at $238K in Q4 2025.
  • 2,707 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.