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Waller Financial Planning Group’s Qualcomm QCOM Stock Holding History

Waller Financial Planning Group’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
Q3 		– Sell
-1,711
Closed -$272K – 72
2025
Q2 		$272K Buy
1,711
+3
+0.2% +$442 0.07% 65
2025
Q1 		$262K Buy
+1,708
New +$278K 0.07% 64

Other funds holding QCOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waller Financial Planning Group's QCOM Position: Q3 2025 in Review

Waller Financial Planning Group sold out of Qualcomm (QCOM) in Q3 2025, closing a stake of 1,711 shares — an estimated $272K sold.

Waller Financial Planning Group first reported a position in QCOM in Q1 2025 and held it in 2 quarters. The position peaked at $272K in Q2 2025. 2,772 funds tracked by Wall St. Rank hold QCOM as of Q3 2025.

  • Waller Financial Planning Group reported no remaining Qualcomm position as of Q3 2025 after selling out during the quarter.
  • Waller Financial Planning Group sold 1,711 Qualcomm shares in Q3 2025, an estimated $272K.
  • Waller Financial Planning Group first reported a position in Qualcomm in Q1 2025 and held it in 2 quarters.
  • Waller Financial Planning Group's Qualcomm position peaked at $272K in Q2 2025.
  • 2,772 funds tracked by Wall St. Rank held Qualcomm as of Q3 2025.

Based on Waller Financial Planning Group's 13F filing for Q3 2025, filed 9 Oct 2025.