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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
Q2 		$268K Sell
1,448
-876
-38% -$164K 0.06% 192
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 $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

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

Plan Group Financial reduced its Qualcomm (QCOM) stake by 38% in Q2 2026, selling an estimated $164K and leaving 1,448 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #192.

Plan Group Financial first reported a position in QCOM in Q2 2025 and has held it in 4 quarters since. The position peaked at $338K in Q4 2025. 3,022 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Plan Group Financial held 1,448 shares of Qualcomm worth $268K as of Q2 2026.
  • Plan Group Financial sold 876 Qualcomm shares in Q2 2026, an estimated $164K.
  • Qualcomm made up 0.06% of Plan Group Financial's portfolio in Q2 2026, its #192 holding.
  • Plan Group Financial first reported a position in Qualcomm in Q2 2025 and has held it in 4 quarters since.
  • Plan Group Financial's Qualcomm position peaked at $338K in Q4 2025.
  • 3,022 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.