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Modera Wealth Management’s Qualcomm QCOM Stock Holding History

Modera 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
2026
Q1 		$1.96M Sell
15,254
-95
-0.6% -$13.9K 0.02% 257
2025
Q4 		$2.63M Sell
15,349
-86
-0.6% -$14.7K 0.03% 241
2025
Q3 		$2.57M Sell
15,435
-330
-2% -$52.3K 0.03% 238
2025
Q2 		$2.51M Buy
15,765
+402
+3% +$59.2K 0.03% 238
2025
Q1 		$2.36M Sell
15,363
-549
-3% -$89.5K 0.03% 229
2024
Q4 		$2.44M Sell
15,912
-1,767
-10% -$289K 0.03% 230
2024
Q3 		$3.01M Buy
17,679
+173
+1% +$30.5K 0.04% 204
2024
Q2 		$3.49M Buy
17,506
+135
+0.8% +$25.5K 0.05% 184
2024
Q1 		$2.94M Buy
17,371
+147
+0.9% +$22.7K 0.04% 198
2023
Q4 		$2.49M Sell
17,224
-564
-3% -$69.9K 0.04% 206
2023
Q3 		$1.98M Buy
17,788
+185
+1% +$21.5K 0.04% 215
2023
Q2 		$2.1M Buy
17,603
+14,441
+457% +$1.66M 0.04% 218
2023
Q1 		$403K Buy
3,162
+101
+3% +$12.6K 0.02% 238
2022
Q4 		$336K Buy
3,061
+311
+11% +$36.4K 0.01% 263
2022
Q3 		$311K Buy
2,750
+294
+12% +$40.4K 0.02% 235
2022
Q2 		$314K Sell
2,456
-258
-10% -$35K 0.02% 251
2022
Q1 		$415K Sell
2,714
-5,847
-68% -$981K 0.02% 230
2021
Q4 		$1.56M Buy
8,561
+6,582
+333% +$1.05M 0.06% 129
2021
Q3 		$255K Buy
1,979
+100
+5% +$14.2K 0.01% 233
2021
Q2 		$269K Buy
1,879
+2
+0.1% +$270 0.01% 194
2021
Q1 		$249K Buy
1,877
+19
+1% +$2.74K 0.02% 196
2020
Q4 		$283K Buy
1,858
+129
+7% +$18K 0.02% 187
2020
Q3 		$203K Buy
+1,729
New +$185K 0.03% 155

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

Modera Wealth Management's QCOM Position: Q1 2026 in Review

Modera Wealth Management reduced its Qualcomm (QCOM) stake by 0.62% in Q1 2026, selling an estimated $13.9K and leaving 15,254 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #257.

Modera Wealth Management first reported a position in QCOM in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.49M in Q2 2024. 2,710 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Modera Wealth Management held 15,254 shares of Qualcomm worth $1.96M as of Q1 2026.
  • Modera Wealth Management sold 95 Qualcomm shares in Q1 2026, an estimated $13.9K.
  • Qualcomm made up 0.02% of Modera Wealth Management's portfolio in Q1 2026, its #257 holding.
  • Modera Wealth Management first reported a position in Qualcomm in Q3 2020 and has held it in 23 quarters since.
  • Modera Wealth Management's Qualcomm position peaked at $3.49M in Q2 2024.
  • 2,710 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.