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Optimist Retirement Group’s Qualcomm QCOM Stock Holding History

Optimist Retirement Group’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
Q1 		$2.09M Sell
16,212
-86
-0.5% -$12.6K 0.92% 39
2025
Q4 		$2.79M Buy
16,298
+3
+0% +$514 1.28% 19
2025
Q3 		$2.71M Buy
16,295
+538
+3% +$85.3K 1.23% 18
2025
Q2 		$2.51M Buy
15,757
+1,977
+14% +$291K 1.2% 18
2025
Q1 		$2.12M Buy
13,780
+142
+1% +$23.1K 1.06% 34
2024
Q4 		$2.1M Buy
13,638
+59
+0.4% +$9.66K 0.99% 28
2024
Q3 		$2.31M Buy
13,579
+531
+4% +$93.8K 1.04% 27
2024
Q2 		$2.6M Sell
13,048
-2,001
-13% -$378K 1.37% 11
2024
Q1 		$2.55M Buy
15,049
+1,397
+10% +$216K 1.31% 12
2023
Q4 		$1.97M Buy
+13,652
New +$1.69M 1.28% 18

Other funds holding QCOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Optimist Retirement Group's QCOM Position: Q1 2026 in Review

Optimist Retirement Group reduced its Qualcomm (QCOM) stake by 0.53% in Q1 2026, selling an estimated $12.6K and leaving 16,212 shares worth $2.09M. The position accounts for 0.92% of the portfolio, ranked #39.

Optimist Retirement Group first reported a position in QCOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.79M in Q4 2025. 2,710 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Optimist Retirement Group held 16,212 shares of Qualcomm worth $2.09M as of Q1 2026.
  • Optimist Retirement Group sold 86 Qualcomm shares in Q1 2026, an estimated $12.6K.
  • Qualcomm made up 0.92% of Optimist Retirement Group's portfolio in Q1 2026, its #39 holding.
  • Optimist Retirement Group first reported a position in Qualcomm in Q4 2023 and has held it in 10 quarters since.
  • Optimist Retirement Group's Qualcomm position peaked at $2.79M in Q4 2025.
  • 2,710 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.