Sweet Financial Partners’s Qualcomm QCOM Stock Holding History

Sweet Financial Partners’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 Q3	$2.02M	Buy	11,906 +189	+2%	+$33.4K	0.44%	52
2024 Q2	$2.33M	Buy	11,717 +640	+6%	+$121K	0.53%	43
2024 Q1	$1.88M	Buy	+11,077	New	+$1.71M	0.43%	49
2023 Q1	–	Sell	-5,752	Closed	-$632K	–	178
2022 Q4	$632K	Buy	5,752 +1,222	+27%	+$143K	0.19%	87
2022 Q3	$512K	Buy	4,530 +644	+17%	+$88.5K	0.16%	88
2022 Q2	$496K	Buy	3,886 +1,176	+43%	+$160K	0.16%	86
2022 Q1	$414K	Buy	+2,710	New	+$455K	0.11%	113

Other funds holding QCOM

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sweet Financial Partners's QCOM Position: Q3 2024 in Review

Sweet Financial Partners increased its Qualcomm (QCOM) stake by 1.6% in Q3 2024, buying an estimated $33.4K and bringing the position to 11,906 shares worth $2.02M. The position accounts for 0.44% of the portfolio, ranked #52.

Sweet Financial Partners first reported a position in QCOM in Q1 2022 and has held it in 7 quarters since. The position peaked at $2.33M in Q2 2024. 2,675 funds tracked by Wall St. Rank hold QCOM as of Q3 2024.

Sweet Financial Partners held 11,906 shares of Qualcomm worth $2.02M as of Q3 2024.
Sweet Financial Partners bought 189 Qualcomm shares in Q3 2024, an estimated $33.4K.
Qualcomm made up 0.44% of Sweet Financial Partners's portfolio in Q3 2024, its #52 holding.
Sweet Financial Partners first reported a position in Qualcomm in Q1 2022 and has held it in 7 quarters since.
Sweet Financial Partners's Qualcomm position peaked at $2.33M in Q2 2024.
2,675 funds tracked by Wall St. Rank held Qualcomm as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.