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Monterey Private Wealth’s Qualcomm QCOM Stock Holding History

Monterey Private Wealth’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
2025
Q1 		– Sell
-1,304
Closed -$200K – 150
2024
Q4 		$200K Sell
1,304
-106
-8% -$17.4K 0.07% 135
2024
Q3 		$240K Sell
1,410
-99
-7% -$17.5K 0.08% 112
2024
Q2 		$301K Buy
1,509
+215
+17% +$40.6K 0.11% 87
2024
Q1 		$219K Buy
+1,294
New +$200K 0.09% 104
2022
Q1 		– Sell
-1,275
Closed -$233K – 131
2021
Q4 		$233K Buy
+1,275
New +$204K 0.12% 96
2021
Q2 		– Sell
-1,483
Closed -$206K – 101
2021
Q1 		$206K Buy
1,483
+4
+0.3% +$577 0.11% 94
2020
Q4 		$225K Buy
+1,479
New +$206K 0.13% 82

Other funds holding QCOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Monterey Private Wealth's QCOM Position: Q1 2025 in Review

Monterey Private Wealth sold out of Qualcomm (QCOM) in Q1 2025, closing a stake of 1,304 shares — an estimated $200K sold.

Monterey Private Wealth first reported a position in QCOM in Q4 2020 and held it in 7 quarters. The position peaked at $301K in Q2 2024. 2,774 funds tracked by Wall St. Rank hold QCOM as of Q1 2025.

  • Monterey Private Wealth reported no remaining Qualcomm position as of Q1 2025 after selling out during the quarter.
  • Monterey Private Wealth sold 1,304 Qualcomm shares in Q1 2025, an estimated $200K.
  • Monterey Private Wealth first reported a position in Qualcomm in Q4 2020 and held it in 7 quarters.
  • Monterey Private Wealth's Qualcomm position peaked at $301K in Q2 2024.
  • 2,774 funds tracked by Wall St. Rank held Qualcomm as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.