Optimize Financial’s Qualcomm QCOM Stock Holding History

Optimize Financial’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	–	Sell	-8,770	Closed	-$1.5M	–	425
2025 Q4	$1.5M	Buy	8,770 +124	+1%	+$21.3K	0.76%	19
2025 Q3	$1.44M	Buy	+8,646	New	+$1.37M	0.75%	30

Other funds holding QCOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Optimize Financial's QCOM Position: Q1 2026 in Review

Optimize Financial sold out of Qualcomm (QCOM) in Q1 2026, closing a stake of 8,770 shares — an estimated $1.5M sold.

Optimize Financial first reported a position in QCOM in Q3 2025 and held it in 2 quarters. The position peaked at $1.5M in Q4 2025. 2,709 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

Optimize Financial reported no remaining Qualcomm position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 8,770 Qualcomm shares in Q1 2026, an estimated $1.5M.
Optimize Financial first reported a position in Qualcomm in Q3 2025 and held it in 2 quarters.
Optimize Financial's Qualcomm position peaked at $1.5M in Q4 2025.
2,709 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.