Tortoise Investment Management’s Qualcomm QCOM Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-226	Closed	-$37.6K	–	1148
2025 Q3	$37.6K	Buy	226 +16	+8%	+$2.54K	﹤0.01%	437
2025 Q2	$33.5K	Buy	210 +46	+28%	+$6.77K	﹤0.01%	439
2025 Q1	$25.2K	Sell	164 -254	-61%	-$41.4K	﹤0.01%	462
2024 Q4	$64.3K	Hold	418	–	–	0.01%	381
2024 Q3	$71K	Sell	418 -10	-2%	-$1.77K	0.01%	358
2024 Q2	$85.3K	Sell	428 -55	-11%	-$10.4K	0.01%	323
2024 Q1	$81.7K	Buy	483 +9	+2%	+$1.39K	0.01%	319
2023 Q4	$68.6K	Hold	474	–	–	0.01%	319
2023 Q3	$52.6K	Buy	474 +16	+3%	+$1.86K	0.01%	342
2023 Q2	$54.5K	Buy	458 +100	+28%	+$11.5K	0.01%	343
2023 Q1	$45.7K	Buy	358 +20	+6%	+$2.49K	0.01%	341
2022 Q4	$37.2K	Buy	338 +50	+17%	+$5.85K	0.01%	365
2022 Q3	$33K	Buy	288 +46	+19%	+$6.32K	0.01%	365
2022 Q2	$31K	Sell	242 -28	-10%	-$3.8K	0.01%	359
2022 Q1	$41K	Buy	270 +100	+59%	+$16.8K	0.01%	329
2021 Q4	$31K	Buy	170 +15	+10%	+$2.4K	0.01%	344
2021 Q3	$20K	Hold	155	–	–	﹤0.01%	383
2021 Q2	$22K	Hold	155	–	–	﹤0.01%	368
2021 Q1	$21K	Buy	155 +25	+19%	+$3.61K	﹤0.01%	355
2020 Q4	$20K	Sell	130 -5	-4%	-$696	﹤0.01%	333
2020 Q3	$16K	Sell	135 -40	-23%	-$4.27K	﹤0.01%	332
2020 Q2	$16K	Sell	175 -34	-16%	-$2.73K	﹤0.01%	326
2020 Q1	$14K	Hold	209	–	–	﹤0.01%	336
2019 Q4	$18K	Buy	209 +50	+31%	+$4.18K	﹤0.01%	339
2019 Q3	$12K	Sell	159 -175	-52%	-$13.2K	﹤0.01%	379
2019 Q2	$25K	Buy	334 +100	+43%	+$7.32K	0.01%	317
2019 Q1	$13K	Buy	234 +59	+34%	+$3.19K	﹤0.01%	382
2018 Q4	$10K	Hold	175	–	–	﹤0.01%	392
2018 Q3	$13K	Sell	175 -175	-50%	-$11.5K	﹤0.01%	374
2018 Q2	$20K	Buy	350 +175	+100%	+$9.77K	0.01%	338
2018 Q1	$10K	Hold	175	–	–	﹤0.01%	386
2017 Q4	$11K	Hold	175	–	–	﹤0.01%	384
2017 Q3	$9K	Hold	175	–	–	﹤0.01%	374
2017 Q2	$10K	Hold	175	–	–	﹤0.01%	356
2017 Q1	$10K	Sell	175 -37	-17%	-$2.15K	﹤0.01%	336
2016 Q4	$14K	Sell	212 -645	-75%	-$43.3K	﹤0.01%	300
2016 Q3	$59K	Sell	857 -37	-4%	-$2.25K	0.02%	179
2016 Q2	$48K	Buy	894 +73	+9%	+$3.85K	0.02%	205
2016 Q1	$42K	Hold	821	–	–	0.02%	210
2015 Q4	$41K	Hold	821	–	–	0.01%	224
2015 Q3	$44K	Buy	821 +646	+369%	+$38.4K	0.02%	211
2015 Q2	$11K	Hold	175	–	–	﹤0.01%	304
2015 Q1	$12K	Sell	175 -563	-76%	-$39.7K	﹤0.01%	284
2014 Q4	$55K	Buy	738 +563	+322%	+$41.2K	0.02%	204
2014 Q3	$13K	Hold	175	–	–	0.01%	287
2014 Q2	$14K	Hold	175	–	–	0.01%	296
2014 Q1	$14K	Buy	+175	New	+$13.2K	0.01%	252

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tortoise Investment Management's QCOM Position: Q4 2025 in Review

Tortoise Investment Management sold out of Qualcomm (QCOM) in Q4 2025, closing a stake of 226 shares — an estimated $37.6K sold.

Tortoise Investment Management first reported a position in QCOM in Q1 2014 and held it in 47 quarters. The position peaked at $85.3K in Q2 2024. 2,975 funds tracked by Wall St. Rank hold QCOM as of Q4 2025.

Tortoise Investment Management reported no remaining Qualcomm position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 226 Qualcomm shares in Q4 2025, an estimated $37.6K.
Tortoise Investment Management first reported a position in Qualcomm in Q1 2014 and held it in 47 quarters.
Tortoise Investment Management's Qualcomm position peaked at $85.3K in Q2 2024.
2,975 funds tracked by Wall St. Rank held Qualcomm as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.