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Lyons Wealth Management’s Qualcomm QCOM Stock Holding History

Lyons Wealth 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
2016
Q1 		– Sell
-10,000
Closed -$7K – 75
2015
Q4 		$7K Buy
+10,000
New +$533K 0.01% 65
2013
Q4 		– Sell
-43,135
Closed -$2.9M – 89
2013
Q3 		$2.9M Buy
+43,135
New +$2.83M 2.62% 9

Other funds holding QCOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lyons Wealth Management's QCOM Position: Q1 2018 in Review

Lyons Wealth Management sold out of Qualcomm (QCOM) in Q1 2018, closing a stake of 3,178 shares — an estimated $203K sold.

Lyons Wealth Management first reported a position in QCOM in Q2 2013 and held it in 17 quarters. The position peaked at $4.44M in Q4 2014. 1,482 funds tracked by Wall St. Rank hold QCOM as of Q1 2018.

  • Lyons Wealth Management reported no remaining Qualcomm position as of Q1 2018 after selling out during the quarter.
  • Lyons Wealth Management sold 3,178 Qualcomm shares in Q1 2018, an estimated $203K.
  • Lyons Wealth Management first reported a position in Qualcomm in Q2 2013 and held it in 17 quarters.
  • Lyons Wealth Management's Qualcomm position peaked at $4.44M in Q4 2014.
  • 1,482 funds tracked by Wall St. Rank held Qualcomm as of Q1 2018.

Based on Lyons Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.