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Transform Wealth’s Qualcomm QCOM Stock Holding History

Transform Wealth’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
Q1 		$402K Sell
2,615
-105
-4% -$17.1K 0.02% 189
2024
Q4 		$418K Sell
2,720
-195
-7% -$31.9K 0.02% 199
2024
Q3 		$496K Hold
2,915
– – 0.03% 151
2024
Q2 		$581K Sell
2,915
-1
-0% -$189 0.04% 137
2024
Q1 		$494K Buy
2,916
+66
+2% +$10.2K 0.05% 150
2023
Q4 		$412K Sell
2,850
-37
-1% -$4.58K 0.04% 185
2023
Q3 		$321K Sell
2,887
-656
-19% -$76.1K 0.03% 201
2023
Q2 		$422K Buy
3,543
+298
+9% +$34.3K 0.04% 192
2023
Q1 		$414K Buy
3,245
+500
+18% +$62.2K 0.04% 187
2022
Q4 		$302K Buy
2,745
+470
+21% +$55K 0.03% 187
2022
Q3 		$257K Sell
2,275
-26
-1% -$3.57K 0.03% 164
2022
Q2 		$294K Sell
2,301
-265
-10% -$36K 0.04% 164
2022
Q1 		$392K Sell
2,566
-7
-0.3% -$1.17K 0.04% 175
2021
Q4 		$471K Buy
2,573
+148
+6% +$23.7K 0.05% 161
2021
Q3 		$313K Buy
2,425
+69
+3% +$9.79K 0.04% 189
2021
Q2 		$337K Buy
+2,356
New +$318K 0.04% 195
2020
Q4 		– Sell
-2,295
Closed -$270K – 221
2020
Q3 		$270K Hold
2,295
– – 0.04% 187
2020
Q2 		$209K Buy
+2,295
New +$184K 0.04% 209

Other funds holding QCOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Transform Wealth's QCOM Position: Q1 2025 in Review

Transform Wealth reduced its Qualcomm (QCOM) stake by 3.9% in Q1 2025, selling an estimated $17.1K and leaving 2,615 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #189.

Transform Wealth first reported a position in QCOM in Q2 2020 and has held it in 18 quarters since. The position peaked at $581K in Q2 2024. 2,775 funds tracked by Wall St. Rank hold QCOM as of Q1 2025.

  • Transform Wealth held 2,615 shares of Qualcomm worth $402K as of Q1 2025.
  • Transform Wealth sold 105 Qualcomm shares in Q1 2025, an estimated $17.1K.
  • Qualcomm made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #189 holding.
  • Transform Wealth first reported a position in Qualcomm in Q2 2020 and has held it in 18 quarters since.
  • Transform Wealth's Qualcomm position peaked at $581K in Q2 2024.
  • 2,775 funds tracked by Wall St. Rank held Qualcomm as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.