Mark Sheptoff Financial Planning’s Qualcomm QCOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.1K | Hold |
97
| – | – | 0.01% | 279 |
|
|
2025
Q4 | $16.6K | Hold |
97
| – | – | 0.01% | 292 |
|
|
2025
Q3 | $16.1K | Hold |
97
| – | – | 0.01% | 291 |
|
|
2025
Q2 | $15.4K | Hold |
97
| – | – | 0.01% | 294 |
|
|
2025
Q1 | $14.9K | Sell |
97
-250
| -72% | -$40.8K | 0.01% | 276 |
|
|
2024
Q4 | $53.3K | Hold |
347
| – | – | 0.03% | 170 |
|
|
2024
Q3 | $59K | Sell |
347
-225
| -39% | -$39.7K | 0.03% | 162 |
|
|
2024
Q2 | $114K | Buy |
572
+293
| +105% | +$55.3K | 0.06% | 122 |
|
|
2024
Q1 | $47.2K | Hold |
279
| – | – | 0.03% | 178 |
|
|
2023
Q4 | $40.4K | Hold |
279
| – | – | 0.02% | 177 |
|
|
2023
Q3 | $31K | Hold |
279
| – | – | 0.02% | 183 |
|
|
2023
Q2 | $33.2K | Hold |
279
| – | – | 0.02% | 192 |
|
|
2023
Q1 | $35.6K | Hold |
279
| – | – | 0.02% | 173 |
|
|
2022
Q4 | $30.7K | Sell |
279
-500
| -64% | -$58.5K | 0.02% | 185 |
|
|
2022
Q3 | $88K | Hold |
779
| – | – | 0.05% | 113 |
|
|
2022
Q2 | $100K | Sell |
779
-101
| -11% | -$13.7K | 0.06% | 116 |
|
|
2022
Q1 | $134K | Sell |
880
-419
| -32% | -$70.3K | 0.07% | 121 |
|
|
2021
Q4 | $238K | Buy |
1,299
+329
| +34% | +$52.7K | 0.11% | 101 |
|
|
2021
Q3 | $125K | Hold |
970
| – | – | 0.07% | 125 |
|
|
2021
Q2 | $139K | Buy |
970
+220
| +29% | +$29.7K | 0.07% | 123 |
|
|
2021
Q1 | $99K | Hold |
750
| – | – | 0.06% | 126 |
|
|
2020
Q4 | $114K | Hold |
750
| – | – | 0.06% | 125 |
|
|
2020
Q3 | $88K | Buy |
750
+500
| +200% | +$53.4K | 0.05% | 122 |
|
|
2020
Q2 | $23K | Hold |
250
| – | – | 0.01% | 188 |
|
|
2020
Q1 | $17K | Sell |
250
-300
| -55% | -$24.6K | 0.01% | 187 |
|
|
2019
Q4 | $49K | Hold |
550
| – | – | 0.03% | 151 |
|
|
2019
Q3 | $42K | Buy |
+550
| New | +$41.4K | 0.03% | 158 |
|
|
2019
Q2 | – | Sell |
-500
| Closed | -$29K | – | 365 |
|
|
2019
Q1 | $29K | Buy |
+500
| New | +$27K | 0.02% | 188 |
|
|
2018
Q2 | – | Sell |
-250
| Closed | -$14K | – | 389 |
|
|
2018
Q1 | $14K | Hold |
250
| – | – | 0.01% | 258 |
|
|
2017
Q4 | $16K | Hold |
250
| – | – | 0.01% | 252 |
|
|
2017
Q3 | $13K | Buy |
250
+150
| +150% | +$7.93K | 0.01% | 273 |
|
|
2017
Q2 | $6K | Buy |
+100
| New | +$5.59K | ﹤0.01% | 299 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$11K | – | 418 |
|
|
2015
Q3 | $11K | Sell |
200
-18
| -8% | -$1.07K | 0.01% | 246 |
|
|
2015
Q2 | $14K | Sell |
218
-82
| -27% | -$5.59K | 0.01% | 247 |
|
|
2015
Q1 | $21K | Hold |
300
| – | – | 0.02% | 215 |
|
|
2014
Q4 | $22K | Hold |
300
| – | – | 0.02% | 209 |
|
|
2014
Q3 | $22K | Hold |
300
| – | – | 0.02% | 218 |
|
|
2014
Q2 | $24K | Hold |
300
| – | – | 0.02% | 215 |
|
|
2014
Q1 | $24K | Buy |
+300
| New | +$22.6K | 0.02% | 225 |
|
Other funds holding QCOM
VCM
VPM
Mark Sheptoff Financial Planning's QCOM Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its Qualcomm (QCOM) position steady in Q1 2026 at 97 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #279.
Mark Sheptoff Financial Planning first reported a position in QCOM in Q1 2014 and has held it in 39 quarters since. The position peaked at $238K in Q4 2021. 2,708 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.
- Mark Sheptoff Financial Planning held 97 shares of Qualcomm worth $18.1K as of Q1 2026.
- Mark Sheptoff Financial Planning left its Qualcomm share count unchanged in Q1 2026.
- Qualcomm made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #279 holding.
- Mark Sheptoff Financial Planning first reported a position in Qualcomm in Q1 2014 and has held it in 39 quarters since.
- Mark Sheptoff Financial Planning's Qualcomm position peaked at $238K in Q4 2021.
- 2,708 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.