Sugarloaf Wealth Management’s Qualcomm QCOM Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$183K	Hold	1,190	–	–	0.03%	175
2024 Q3	$202K	Hold	1,190	–	–	0.04%	165
2024 Q2	$237K	Sell	1,190 -537	-31%	-$101K	0.05%	128
2024 Q1	$292K	Sell	1,727 -66	-4%	-$10.2K	0.06%	115
2023 Q4	$259K	Buy	1,793 +66	+4%	+$8.17K	0.06%	112
2023 Q3	$192K	Hold	1,727	–	–	0.05%	132
2023 Q2	$206K	Sell	1,727 -246	-12%	-$28.3K	0.05%	135
2023 Q1	$252K	Buy	1,973 +146	+8%	+$18.2K	0.06%	112
2022 Q4	$201K	Hold	1,827	–	–	0.05%	128
2022 Q3	$207K	Hold	1,827	–	–	0.05%	116
2022 Q2	$233K	Hold	1,827	–	–	0.06%	107
2022 Q1	$279K	Hold	1,827	–	–	0.07%	98
2021 Q4	$334K	Hold	1,827	–	–	0.08%	95
2021 Q3	$236K	Hold	1,827	–	–	0.06%	111
2021 Q2	$261K	Hold	1,827	–	–	0.07%	103
2021 Q1	$242	Hold	1,827	–	–	0.07%	107
2020 Q4	$278K	Hold	1,827	–	–	0.09%	91
2020 Q3	$215K	Hold	1,827	–	–	0.08%	109
2020 Q2	$167K	Hold	1,827	–	–	0.06%	121
2020 Q1	$124K	Hold	1,827	–	–	0.06%	137
2019 Q4	$161K	Buy	+1,827	New	+$153K	0.07%	133

Other funds holding QCOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sugarloaf Wealth Management's QCOM Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Qualcomm (QCOM) position steady in Q4 2024 at 1,190 shares worth $183K. The position accounts for 0.03% of the portfolio, ranked #175.

Sugarloaf Wealth Management first reported a position in QCOM in Q4 2019 and has held it in 21 quarters since. The position peaked at $334K in Q4 2021. 2,783 funds tracked by Wall St. Rank hold QCOM as of Q4 2024.

Sugarloaf Wealth Management held 1,190 shares of Qualcomm worth $183K as of Q4 2024.
Sugarloaf Wealth Management left its Qualcomm share count unchanged in Q4 2024.
Qualcomm made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #175 holding.
Sugarloaf Wealth Management first reported a position in Qualcomm in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Qualcomm position peaked at $334K in Q4 2021.
2,783 funds tracked by Wall St. Rank held Qualcomm as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.