Marcum Wealth’s Qualcomm QCOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$294K Sell
1,916
-20
-1% -$3.26K 0.03% 284
2024
Q4
$297K Sell
1,936
-593
-23% -$97.1K 0.03% 282
2024
Q3
$430K Buy
2,529
+200
+9% +$35.3K 0.04% 225
2024
Q2
$464K Buy
2,329
+80
+4% +$15.1K 0.05% 208
2024
Q1
$381K Buy
2,249
+70
+3% +$10.8K 0.04% 232
2023
Q4
$315K Sell
2,179
-186
-8% -$23K 0.03% 244
2023
Q3
$263K Sell
2,365
-475
-17% -$55.1K 0.03% 268
2023
Q2
$338K Sell
2,840
-119
-4% -$13.7K 0.04% 225
2023
Q1
$378K Buy
2,959
+242
+9% +$30.1K 0.05% 215
2022
Q4
$299K Sell
2,717
-1,318
-33% -$154K 0.04% 242
2022
Q3
$456K Buy
4,035
+1,170
+41% +$161K 0.07% 165
2022
Q2
$366K Buy
2,865
+528
+23% +$71.7K 0.05% 203
2022
Q1
$357K Sell
2,337
-403
-15% -$67.6K 0.05% 220
2021
Q4
$501K Sell
2,740
-611
-18% -$97.8K 0.07% 166
2021
Q3
$432K Sell
3,351
-127
-4% -$18K 0.07% 175
2021
Q2
$497K Sell
3,478
-277
-7% -$37.4K 0.08% 146
2021
Q1
$498K Buy
3,755
+2,115
+129% +$305K 0.08% 147
2020
Q4
$250K Buy
+1,640
New +$228K 0.06% 114

Other funds holding QCOM

Marcum Wealth's QCOM Position: Q1 2025 in Review

Marcum Wealth reduced its Qualcomm (QCOM) stake by 1% in Q1 2025, selling an estimated $3.26K and leaving 1,916 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #284.

Marcum Wealth first reported a position in QCOM in Q4 2020 and has held it in 18 quarters since. The position peaked at $501K in Q4 2021. 2,775 funds tracked by Wall St. Rank hold QCOM as of Q1 2025.

  • Marcum Wealth held 1,916 shares of Qualcomm worth $294K as of Q1 2025.
  • Marcum Wealth sold 20 Qualcomm shares in Q1 2025, an estimated $3.26K.
  • Qualcomm made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #284 holding.
  • Marcum Wealth first reported a position in Qualcomm in Q4 2020 and has held it in 18 quarters since.
  • Marcum Wealth's Qualcomm position peaked at $501K in Q4 2021.
  • 2,775 funds tracked by Wall St. Rank held Qualcomm as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.