Select Equity Group’s Qualcomm QCOM Stock Holding History

Select Equity 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
2025 Q1	–	Sell	-847,800	Closed	-$130M	–	170
2024 Q4	$130M	Buy	+847,800	New	+$139M	0.52%	50
2022 Q3	–	Sell	-1,570,000	Closed	-$201M	–	181
2022 Q2	$201M	Buy	+1,570,000	New	+$213M	0.64%	41

Other funds holding QCOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Select Equity Group's QCOM Position: Q1 2026 in Review

Select Equity Group opened a new position in Qualcomm (QCOM) in Q1 2026: 13,325 shares worth $1.72M. The stake represents 0.01% of the portfolio and ranks #164 among its holdings. This is a return to the name: Select Equity Group previously reported a position in QCOM as recently as Q4 2023.

Select Equity Group first reported a position in QCOM in Q2 2020 and has held it in 16 quarters since. The position peaked at $270M in Q4 2021. 2,706 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

Select Equity Group held 13,325 shares of Qualcomm worth $1.72M as of Q1 2026.
Qualcomm was a new Select Equity Group position in Q1 2026.
Qualcomm made up 0.01% of Select Equity Group's portfolio in Q1 2026, its #164 holding.
Select Equity Group first reported a position in Qualcomm in Q2 2020 and has held it in 16 quarters since.
Select Equity Group's Qualcomm position peaked at $270M in Q4 2021.
2,706 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.