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Summit Wealth & Retirement Planning’s Qualcomm QCOM Stock Holding History

Summit Wealth & Retirement Planning’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 		$509K Sell
2,757
-85
-3% -$15.9K 0.11% 68
2026
Q1 		$366K Buy
2,842
+262
+10% +$38.2K 0.09% 74
2025
Q4 		$441K Hold
2,580
– – 0.1% 67
2025
Q3 		$429K Hold
2,580
– – 0.11% 64
2025
Q2 		$411K Buy
2,580
+200
+8% +$29.4K 0.11% 63
2025
Q1 		$366K Hold
2,380
– – 0.11% 55
2024
Q4 		$366K Hold
2,380
– – 0.11% 54
2024
Q3 		$405K Buy
2,380
+85
+4% +$15K 0.13% 46
2024
Q2 		$457K Hold
2,295
– – 0.16% 41
2024
Q1 		$388K Buy
+2,295
New +$355K 0.14% 46
2021
Q2 		– Sell
-2,090
Closed -$277K – 95
2021
Q1 		$277K Buy
2,090
+100
+5% +$14.4K 0.1% 83
2020
Q4 		$303K Buy
1,990
+33
+2% +$4.6K 0.11% 93
2020
Q3 		$230K Buy
+1,957
New +$209K 0.1% 99

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

Summit Wealth & Retirement Planning's QCOM Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its Qualcomm (QCOM) stake by 3% in Q2 2026, selling an estimated $15.9K and leaving 2,757 shares worth $509K. The position accounts for 0.11% of the portfolio, ranked #68.

Summit Wealth & Retirement Planning first reported a position in QCOM in Q3 2020 and has held it in 13 quarters since. 3,021 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Summit Wealth & Retirement Planning held 2,757 shares of Qualcomm worth $509K as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 85 Qualcomm shares in Q2 2026, an estimated $15.9K.
  • Qualcomm made up 0.11% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #68 holding.
  • Summit Wealth & Retirement Planning first reported a position in Qualcomm in Q3 2020 and has held it in 13 quarters since.
  • 3,021 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.