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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
Q2 		$232K Buy
+1,257
New +$235K 0.01% 230
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 $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

Oxford Financial Group's QCOM Position: Q2 2026 in Review

Oxford Financial Group opened a new position in Qualcomm (QCOM) in Q2 2026: 1,257 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #230 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in QCOM as recently as Q4 2025.

Oxford Financial Group first reported a position in QCOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $670K in Q2 2023. 3,027 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Oxford Financial Group held 1,257 shares of Qualcomm worth $232K as of Q2 2026.
  • Qualcomm was a new Oxford Financial Group position in Q2 2026.
  • Qualcomm made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #230 holding.
  • Oxford Financial Group first reported a position in Qualcomm in Q4 2020 and has held it in 22 quarters since.
  • Oxford Financial Group's Qualcomm position peaked at $670K in Q2 2023.
  • 3,027 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.