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Oak Family Advisors’s Qualcomm QCOM Stock Holding History

Oak Family 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
Q2 		$7.1M Sell
38,404
-25,118
-40% -$4.7M 1.81% 20
2026
Q1 		$8.18M Sell
63,522
-17,516
-22% -$2.56M 2.3% 12
2025
Q4 		$13.9M Buy
81,038
+9,702
+14% +$1.66M 3.8% 5
2025
Q3 		$11.9M Sell
71,336
-895
-1% -$142K 2.97% 5
2025
Q2 		$11.5M Sell
72,231
-313
-0.4% -$46.1K 3.63% 6
2025
Q1 		$11.1M Buy
72,544
+3,399
+5% +$554K 3.75% 5
2024
Q4 		$10.6M Buy
69,145
+1,258
+2% +$206K 3.85% 4
2024
Q3 		$11.5M Buy
67,887
+4,328
+7% +$764K 3.55% 3
2024
Q2 		$12.7M Sell
63,559
-7,378
-10% -$1.39M 4.34% 3
2024
Q1 		$12M Buy
70,937
+23,406
+49% +$3.62M 4.62% 2
2023
Q4 		$6.87M Sell
47,531
-22
-0% -$2.73K 2.89% 7
2023
Q3 		$5.28M Sell
47,553
-17,936
-27% -$2.08M 2.5% 14
2023
Q2 		$7.8M Sell
65,489
-6,441
-9% -$740K 3.69% 3
2023
Q1 		$9.18M Sell
71,930
-1,011
-1% -$126K 4.52% 2
2022
Q4 		$8.02M Buy
72,941
+7,841
+12% +$917K 4.29% 3
2022
Q3 		$7.36M Buy
65,100
+4,558
+8% +$626K 3.93% 4
2022
Q2 		$7.73M Buy
60,542
+4,685
+8% +$636K 3.89% 4
2022
Q1 		$8.54M Buy
55,857
+1,643
+3% +$276K 3.34% 3
2021
Q4 		$9.91M Sell
54,214
-3,685
-6% -$590K 3.71% 3
2021
Q3 		$7.47M Buy
57,899
+4,028
+7% +$571K 2.73% 3
2021
Q2 		$7.7M Buy
53,871
+651
+1% +$88K 3.21% 3
2021
Q1 		$7.06M Sell
53,220
-560
-1% -$80.8K 3.06% 3
2020
Q4 		$8.19M Buy
+53,780
New +$7.49M 4.24% 3

Other funds holding QCOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oak Family Advisors's QCOM Position: Q2 2026 in Review

Oak Family Advisors reduced its Qualcomm (QCOM) stake by 40% in Q2 2026, selling an estimated $4.7M and leaving 38,404 shares worth $7.1M. The position accounts for 1.81% of the portfolio, ranked #20.

Oak Family Advisors first reported a position in QCOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.9M in Q4 2025. 3,014 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Oak Family Advisors held 38,404 shares of Qualcomm worth $7.1M as of Q2 2026.
  • Oak Family Advisors sold 25,118 Qualcomm shares in Q2 2026, an estimated $4.7M.
  • Qualcomm made up 1.81% of Oak Family Advisors's portfolio in Q2 2026, its #20 holding.
  • Oak Family Advisors first reported a position in Qualcomm in Q4 2020 and has held it in 23 quarters since.
  • Oak Family Advisors's Qualcomm position peaked at $13.9M in Q4 2025.
  • 3,014 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.