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Plan Group Financial’s Qualcomm QCOM Stock Holding History

Plan Group 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 		$299K Buy
2,324
+348
+18% +$50.8K 0.07% 170
2025
Q4 		$338K Buy
+1,976
New +$339K 0.09% 140
2025
Q3 		– Sell
-1,627
Closed -$259K – 191
2025
Q2 		$259K Buy
+1,627
New +$240K 0.09% 136

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

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

Plan Group Financial increased its Qualcomm (QCOM) stake by 18% in Q1 2026, buying an estimated $50.8K and bringing the position to 2,324 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #170.

Plan Group Financial first reported a position in QCOM in Q2 2025 and has held it in 3 quarters since. The position peaked at $338K in Q4 2025. 2,708 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Plan Group Financial held 2,324 shares of Qualcomm worth $299K as of Q1 2026.
  • Plan Group Financial bought 348 Qualcomm shares in Q1 2026, an estimated $50.8K.
  • Qualcomm made up 0.07% of Plan Group Financial's portfolio in Q1 2026, its #170 holding.
  • Plan Group Financial first reported a position in Qualcomm in Q2 2025 and has held it in 3 quarters since.
  • Plan Group Financial's Qualcomm position peaked at $338K in Q4 2025.
  • 2,708 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.