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Moneta Group Investment Advisors’s Qualcomm QCOM Stock Holding History

Moneta Group Investment Advisors’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 		$3.25M Buy
25,245
+1,716
+7% +$250K 0.02% 208
2025
Q4 		$4.02M Buy
23,529
+68
+0.3% +$11.7K 0.03% 189
2025
Q3 		$3.9M Sell
23,461
-519
-2% -$82.3K 0.03% 182
2025
Q2 		$3.82M Buy
23,980
+433
+2% +$63.7K 0.05% 154
2025
Q1 		$3.62M Buy
23,547
+499
+2% +$81.3K 0.05% 155
2024
Q4 		$3.54M Buy
23,048
+1,157
+5% +$189K 0.05% 150
2024
Q3 		$3.72M Sell
21,891
-1,242
-5% -$219K 0.05% 147
2024
Q2 		$4.61M Buy
23,133
+1,550
+7% +$293K 0.07% 130
2024
Q1 		$3.65M Buy
21,583
+823
+4% +$127K 0.06% 141
2023
Q4 		$3M Buy
20,760
+188
+0.9% +$23.3K 0.06% 144
2023
Q3 		$2.28M Sell
20,572
-302
-1% -$35K 0.05% 156
2023
Q2 		$2.48M Sell
20,874
-252
-1% -$29K 0.06% 149
2023
Q1 		$2.7M Buy
21,126
+4,218
+25% +$524K 0.06% 140
2022
Q4 		$2.25M Sell
16,908
-4,007
-19% -$469K 0.06% 137
2022
Q3 		$2.36M Sell
20,915
-1,263
-6% -$174K 0.09% 125
2022
Q2 		$2.83M Buy
22,178
+1,781
+9% +$242K 0.1% 122
2022
Q1 		$3.12M Buy
20,397
+1,870
+10% +$314K 0.12% 105
2021
Q4 		$3.39M Buy
18,527
+59
+0.3% +$9.45K 0.14% 103
2021
Q3 		$2.38M Sell
18,468
-254
-1% -$36K 0.11% 117
2021
Q2 		$2.68M Sell
18,722
-80
-0.4% -$10.8K 0.12% 116
2021
Q1 		$2.49M Buy
18,802
+15,612
+489% +$2.25M 0.13% 111
2020
Q4 		$486K Buy
3,190
+1,482
+87% +$206K 0.03% 197
2020
Q3 		$201K Buy
+1,708
New +$182K 0.02% 261
2020
Q1 		– Sell
-5,712
Closed -$504K – 278
2019
Q4 		$504K Buy
5,712
+390
+7% +$32.6K 0.04% 168
2019
Q3 		$406K Buy
5,322
+1,930
+57% +$145K 0.04% 182
2019
Q2 		$258K Buy
+3,392
New +$248K 0.03% 199
2018
Q4 		– Sell
-3,120
Closed -$225K – 240
2018
Q3 		$225K Buy
3,120
+1,241
+66% +$81.7K 0.02% 207
2018
Q2 		$105K Buy
1,879
+1,120
+148% +$62.5K 0.01% 280
2018
Q1 		$42K Buy
759
+611
+413% +$38.9K 0.01% 337
2017
Q4 		$9K Buy
+148
New +$8.97K ﹤0.01% 351
2017
Q3 		– Sell
-4,395
Closed -$243K – 212
2017
Q2 		$243K Buy
+4,395
New +$246K 0.04% 165
2017
Q1 		– Sell
-4,797
Closed -$313K – 171
2016
Q4 		$313K Buy
+4,797
New +$322K 0.06% 121
2015
Q4 		– Sell
-1,400
Closed -$75K – 346
2015
Q3 		$75K Buy
+1,400
New +$83.2K 0.02% 197
2015
Q2 		– Sell
-3,300
Closed -$229K – 152
2015
Q1 		$229K Sell
3,300
-4,325
-57% -$305K 0.1% 130
2014
Q4 		$567K Sell
7,625
-555
-7% -$40.6K 0.27% 64
2014
Q3 		$612K Buy
8,180
+2,855
+54% +$218K 0.32% 54
2014
Q2 		$422K Sell
5,325
-275
-5% -$21.9K 0.23% 72
2014
Q1 		$442K Sell
5,600
-450
-7% -$33.9K 0.26% 62
2013
Q4 		$449K Sell
6,050
-2,250
-27% -$159K 0.27% 64
2013
Q3 		$559K Sell
8,300
-990
-11% -$64.9K 0.37% 52
2013
Q2 		$568K Buy
+9,290
New +$593K 0.4% 50

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

Moneta Group Investment Advisors's QCOM Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Qualcomm (QCOM) stake by 7.3% in Q1 2026, buying an estimated $250K and bringing the position to 25,245 shares worth $3.25M. The position accounts for 0.02% of the portfolio, ranked #208.

Moneta Group Investment Advisors first reported a position in QCOM in Q2 2013 and has held it in 41 quarters since. The position peaked at $4.61M in Q2 2024. 2,709 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Moneta Group Investment Advisors held 25,245 shares of Qualcomm worth $3.25M as of Q1 2026.
  • Moneta Group Investment Advisors bought 1,716 Qualcomm shares in Q1 2026, an estimated $250K.
  • Qualcomm made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #208 holding.
  • Moneta Group Investment Advisors first reported a position in Qualcomm in Q2 2013 and has held it in 41 quarters since.
  • Moneta Group Investment Advisors's Qualcomm position peaked at $4.61M in Q2 2024.
  • 2,709 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.