OFG
QCOM icon

Oxford Financial Group’s Qualcomm QCOM Stock Holding History

Oxford Financial 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 		– Sell
-1,371
Closed -$235K – 322
2025
Q4 		$235K Sell
1,371
-56
-4% -$9.6K 0.01% 216
2025
Q3 		$237K Buy
1,427
+163
+13% +$25.9K 0.01% 205
2025
Q2 		$201K Sell
1,264
-111
-8% -$16.3K 0.01% 210
2025
Q1 		$211K Sell
1,375
-500
-27% -$81.5K 0.01% 205
2024
Q4 		$288K Sell
1,875
-508
-21% -$83.2K 0.02% 209
2024
Q3 		$405K Sell
2,383
-885
-27% -$156K 0.03% 165
2024
Q2 		$651K Buy
3,268
+31
+1% +$5.86K 0.04% 121
2024
Q1 		$548K Sell
3,237
-3
-0.1% -$464 0.04% 124
2023
Q4 		$469K Sell
3,240
-974
-23% -$121K 0.03% 148
2023
Q3 		$468K Sell
4,214
-1,417
-25% -$164K 0.04% 137
2023
Q2 		$670K Buy
5,631
+1,038
+23% +$119K 0.06% 107
2023
Q1 		$586K Buy
4,593
+248
+6% +$30.8K 0.07% 95
2022
Q4 		$478K Buy
4,345
+1,295
+42% +$152K 0.06% 117
2022
Q3 		$345K Buy
3,050
+417
+16% +$57.3K 0.05% 126
2022
Q2 		$336K Sell
2,633
-140
-5% -$19K 0.05% 139
2022
Q1 		$424K Sell
2,773
-677
-20% -$114K 0.05% 126
2021
Q4 		$631K Sell
3,450
-7
-0.2% -$1.12K 0.07% 108
2021
Q3 		$446K Buy
3,457
+684
+25% +$97K 0.06% 122
2021
Q2 		$396K Buy
2,773
+278
+11% +$37.6K 0.05% 125
2021
Q1 		$331K Hold
2,495
– – 0.05% 139
2020
Q4 		$380K Buy
+2,495
New +$348K 0.06% 127

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

Oxford Financial Group's QCOM Position: Q1 2026 in Review

Oxford Financial Group sold out of Qualcomm (QCOM) in Q1 2026, closing a stake of 1,371 shares — an estimated $235K sold.

Oxford Financial Group first reported a position in QCOM in Q4 2020 and held it in 21 quarters. The position peaked at $670K in Q2 2023. 2,709 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Oxford Financial Group reported no remaining Qualcomm position as of Q1 2026 after selling out during the quarter.
  • Oxford Financial Group sold 1,371 Qualcomm shares in Q1 2026, an estimated $235K.
  • Oxford Financial Group first reported a position in Qualcomm in Q4 2020 and held it in 21 quarters.
  • Oxford Financial Group's Qualcomm position peaked at $670K in Q2 2023.
  • 2,709 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.