OFA
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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
2022
Q4 		– Sell
-2,000
Closed -$226K – 120
2022
Q3 		$226K Buy
+2,000
New +$275K 0.12% 101

Other funds holding QCOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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. 1,939 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.
  • 1,939 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.