Morton Capital Management’s Qualcomm QCOM Stock Holding History

Morton Capital 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 Q2	$273K	Sell	1,477 -510	-26%	-$95.4K	0.04%	123
2026 Q1	$256K	Sell	1,987 -89	-4%	-$13K	0.04%	110
2025 Q4	$355K	Buy	2,076 +23	+1%	+$3.94K	0.05%	85
2025 Q3	$342K	Buy	2,053 +2	+0.1%	+$317	0.06%	87
2025 Q2	$327K	Sell	2,051 -48	-2%	-$7.07K	0.06%	90
2025 Q1	$322K	Buy	2,099 +39	+2%	+$6.36K	0.06%	86
2024 Q4	$316K	Buy	2,060 +2	+0.1%	+$327	0.06%	84
2024 Q3	$350K	Buy	2,058 +161	+8%	+$28.4K	0.07%	77
2024 Q2	$378K	Buy	1,897 +92	+5%	+$17.4K	0.09%	70
2024 Q1	$306K	Buy	+1,805	New	+$279K	0.08%	77
2023 Q2	–	Sell	-1,600	Closed	-$204K	–	95
2023 Q1	$204K	Buy	+1,600	New	+$199K	0.07%	89
2022 Q3	–	Sell	-1,600	Closed	-$204K	–	85
2022 Q2	$204K	Sell	1,600 -2	-0.1%	-$272	0.09%	79
2022 Q1	$245K	Buy	1,602 +2	+0.1%	+$335	0.1%	71
2021 Q4	$293K	Buy	+1,600	New	+$256K	0.12%	67

Other funds holding QCOM

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

TEC

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morton Capital Management's QCOM Position: Q2 2026 in Review

Morton Capital Management reduced its Qualcomm (QCOM) stake by 26% in Q2 2026, selling an estimated $95.4K and leaving 1,477 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #123.

Morton Capital Management first reported a position in QCOM in Q4 2021 and has held it in 14 quarters since. The position peaked at $378K in Q2 2024. 864 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

Morton Capital Management held 1,477 shares of Qualcomm worth $273K as of Q2 2026.
Morton Capital Management sold 510 Qualcomm shares in Q2 2026, an estimated $95.4K.
Qualcomm made up 0.04% of Morton Capital Management's portfolio in Q2 2026, its #123 holding.
Morton Capital Management first reported a position in Qualcomm in Q4 2021 and has held it in 14 quarters since.
Morton Capital Management's Qualcomm position peaked at $378K in Q2 2024.
864 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.