SWRP
QCOM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Summit Wealth & Retirement Planning's QCOM Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Qualcomm (QCOM) stake by 10% in Q1 2026, buying an estimated $38.2K and bringing the position to 2,842 shares worth $366K. The position accounts for 0.09% of the portfolio, ranked #74.

Summit Wealth & Retirement Planning first reported a position in QCOM in Q3 2020 and has held it in 12 quarters since. The position peaked at $457K in Q2 2024. 2,705 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Summit Wealth & Retirement Planning held 2,842 shares of Qualcomm worth $366K as of Q1 2026.
  • Summit Wealth & Retirement Planning bought 262 Qualcomm shares in Q1 2026, an estimated $38.2K.
  • Qualcomm made up 0.09% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #74 holding.
  • Summit Wealth & Retirement Planning first reported a position in Qualcomm in Q3 2020 and has held it in 12 quarters since.
  • Summit Wealth & Retirement Planning's Qualcomm position peaked at $457K in Q2 2024.
  • 2,705 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.