Mount Yale Investment Advisors’s Qualcomm QCOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-100
Closed -$2.3K 575
2024
Q4
$2.3K Buy
+100
New +$16.4K ﹤0.01% 549

Other funds holding QCOM

Mount Yale Investment Advisors's QCOM Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Qualcomm (QCOM) stake by 33% in Q2 2026, selling an estimated $3.31M and leaving 35,925 shares worth $6.64M. The position accounts for 0.12% of the portfolio, ranked #189.

Mount Yale Investment Advisors first reported a position in QCOM in Q1 2018 and has held it in 30 quarters since. The position peaked at $6.91M in Q1 2026. 3,028 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Mount Yale Investment Advisors held 35,925 shares of Qualcomm worth $6.64M as of Q2 2026.
  • Mount Yale Investment Advisors sold 17,727 Qualcomm shares in Q2 2026, an estimated $3.31M.
  • Qualcomm made up 0.12% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #189 holding.
  • Mount Yale Investment Advisors first reported a position in Qualcomm in Q1 2018 and has held it in 30 quarters since.
  • Mount Yale Investment Advisors's Qualcomm position peaked at $6.91M in Q1 2026.
  • 3,028 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.