Shelter Mutual Insurance’s Qualcomm QCOM Stock Holding History

Shelter Mutual Insurance’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	$6.61M	Sell	35,785 -15,300	-30%	-$2.86M	1.4%	31
2026 Q1	$6.58M	Hold	51,085	–	–	1.46%	31
2025 Q4	$8.74M	Hold	51,085	–	–	1.95%	24
2025 Q3	$8.5M	Hold	51,085	–	–	1.91%	24
2025 Q2	$8.14M	Hold	51,085	–	–	1.89%	25
2025 Q1	$7.85M	Hold	51,085	–	–	1.89%	25
2024 Q4	$7.85M	Hold	51,085	–	–	1.96%	24
2024 Q3	$8.83M	Hold	51,085	–	–	2.11%	21
2024 Q2	$10.2M	Hold	51,085	–	–	2.65%	15
2024 Q1	$8.65M	Hold	51,085	–	–	2.23%	23
2023 Q4	$7.39M	Hold	51,085	–	–	2.04%	25
2023 Q3	$5.67M	Hold	51,085	–	–	1.58%	27
2023 Q2	$6.08M	Buy	51,085 +2,500	+5%	+$287K	1.48%	31
2023 Q1	$6.2M	Hold	48,585	–	–	1.73%	27
2022 Q4	$5.34M	Hold	48,585	–	–	1.53%	32
2022 Q3	$5.49M	Hold	48,585	–	–	1.78%	28
2022 Q2	$6.21M	Hold	48,585	–	–	1.88%	25
2022 Q1	$7.42M	Hold	48,585	–	–	1.95%	24
2021 Q4	$8.88M	Hold	48,585	–	–	2.3%	19
2021 Q3	$6.27M	Hold	48,585	–	–	1.77%	27
2021 Q2	$6.94M	Buy	48,585 +7,185	+17%	+$971K	1.94%	23
2021 Q1	$5.49M	Hold	41,400	–	–	1.54%	30
2020 Q4	$6.31M	Buy	+41,400	New	+$5.77M	1.98%	19

Other funds holding QCOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Shelter Mutual Insurance's QCOM Position: Q2 2026 in Review

Shelter Mutual Insurance reduced its Qualcomm (QCOM) stake by 30% in Q2 2026, selling an estimated $2.86M and leaving 35,785 shares worth $6.61M. The position accounts for 1.4% of the portfolio, ranked #31.

Shelter Mutual Insurance first reported a position in QCOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.2M in Q2 2024. 3,010 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

Shelter Mutual Insurance held 35,785 shares of Qualcomm worth $6.61M as of Q2 2026.
Shelter Mutual Insurance sold 15,300 Qualcomm shares in Q2 2026, an estimated $2.86M.
Qualcomm made up 1.4% of Shelter Mutual Insurance's portfolio in Q2 2026, its #31 holding.
Shelter Mutual Insurance first reported a position in Qualcomm in Q4 2020 and has held it in 23 quarters since.
Shelter Mutual Insurance's Qualcomm position peaked at $10.2M in Q2 2024.
3,010 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Shelter Mutual Insurance's 13F filing for Q2 2026, filed 11 Aug 2026.