SFO
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Stokes Family Office’s Qualcomm QCOM Stock Holding History

Stokes Family Office’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
2023
Q2 		– Sell
-1,706
Closed -$218K – 337
2023
Q1 		$218K Buy
+1,706
New +$212K 0.03% 266
2022
Q3 		– Sell
-1,587
Closed -$203K – 286
2022
Q2 		$203K Buy
1,587
+14
+0.9% +$1.9K 0.03% 252
2022
Q1 		$240K Buy
1,573
+67
+4% +$11.2K 0.03% 228
2021
Q4 		$275K Sell
1,506
-163
-10% -$26.1K 0.03% 201
2021
Q3 		$215K Sell
1,669
-98
-6% -$13.9K 0.03% 214
2021
Q2 		$253K Buy
+1,767
New +$239K 0.04% 193
2021
Q1 		– Sell
-1,746
Closed -$266K – 200
2020
Q4 		$266K Buy
+1,746
New +$243K 0.05% 148

Other funds holding QCOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return