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Total Wealth Planning & Management’s Qualcomm QCOM Stock Holding History

Total Wealth Planning & 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
2026
Q1 		$298K Buy
2,311
+113
+5% +$16.5K 0.22% 158
2025
Q4 		$376K Buy
+2,198
New +$377K 0.28% 115
2025
Q2 		$323K Buy
2,025
+215
+12% +$31.7K 0.26% 146
2025
Q1 		$278K Buy
1,810
+345
+24% +$56.2K 0.26% 143
2024
Q4 		$225K Buy
+1,465
New +$240K 0.2% 166

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

Total Wealth Planning & Management's QCOM Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Qualcomm (QCOM) stake by 5.1% in Q1 2026, buying an estimated $16.5K and bringing the position to 2,311 shares worth $298K. The position accounts for 0.22% of the portfolio, ranked #158.

Total Wealth Planning & Management first reported a position in QCOM in Q4 2024 and has held it in 5 quarters since. The position peaked at $376K in Q4 2025. 2,707 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Total Wealth Planning & Management held 2,311 shares of Qualcomm worth $298K as of Q1 2026.
  • Total Wealth Planning & Management bought 113 Qualcomm shares in Q1 2026, an estimated $16.5K.
  • Qualcomm made up 0.22% of Total Wealth Planning & Management's portfolio in Q1 2026, its #158 holding.
  • Total Wealth Planning & Management first reported a position in Qualcomm in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Qualcomm position peaked at $376K in Q4 2025.
  • 2,707 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.