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Roehl & Yi Investment Advisors’s Qualcomm QCOM Stock Holding History

Roehl & Yi Investment Advisors’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 		$356K Buy
1,924
+38
+2% +$7.11K 0.12% 138
2026
Q1 		$243K Buy
1,886
+451
+31% +$65.8K 0.09% 151
2025
Q4 		$245K Sell
1,435
-63
-4% -$10.8K 0.1% 142
2025
Q3 		$249K Sell
1,498
-127
-8% -$20.1K 0.11% 135
2025
Q2 		$259K Sell
1,625
-30
-2% -$4.42K 0.13% 124
2025
Q1 		$254K Buy
1,655
+83
+5% +$13.5K 0.14% 127
2024
Q4 		$241K Buy
+1,572
New +$257K 0.13% 130

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

Roehl & Yi Investment Advisors's QCOM Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Qualcomm (QCOM) stake by 2% in Q2 2026, buying an estimated $7.11K and bringing the position to 1,924 shares worth $356K. The position accounts for 0.12% of the portfolio, ranked #138.

Roehl & Yi Investment Advisors first reported a position in QCOM in Q4 2024 and has held it in 7 quarters since. 3,017 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Roehl & Yi Investment Advisors held 1,924 shares of Qualcomm worth $356K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 38 Qualcomm shares in Q2 2026, an estimated $7.11K.
  • Qualcomm made up 0.12% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #138 holding.
  • Roehl & Yi Investment Advisors first reported a position in Qualcomm in Q4 2024 and has held it in 7 quarters since.
  • 3,017 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.