WFAG
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Wescott Financial Advisory Group’s Qualcomm QCOM Stock Holding History

Wescott Financial Advisory 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
2026
Q1 		$322K Sell
2,500
-674
-21% -$98.4K 0.03% 153
2025
Q4 		$543K Buy
3,174
+803
+34% +$138K 0.05% 124
2025
Q3 		$394K Buy
2,371
+28
+1% +$4.44K 0.04% 135
2025
Q2 		$373K Sell
2,343
-95
-4% -$14K 0.04% 132
2025
Q1 		$375K Buy
2,438
+48
+2% +$7.82K 0.04% 129
2024
Q4 		$367K Buy
2,390
+112
+5% +$18.3K 0.04% 127
2024
Q3 		$387K Buy
2,278
+24
+1% +$4.24K 0.04% 134
2024
Q2 		$449K Buy
+2,254
New +$426K 0.05% 118

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

Wescott Financial Advisory Group's QCOM Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Qualcomm (QCOM) stake by 21% in Q1 2026, selling an estimated $98.4K and leaving 2,500 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #153.

Wescott Financial Advisory Group first reported a position in QCOM in Q2 2024 and has held it in 8 quarters since. The position peaked at $543K in Q4 2025. 2,708 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Wescott Financial Advisory Group held 2,500 shares of Qualcomm worth $322K as of Q1 2026.
  • Wescott Financial Advisory Group sold 674 Qualcomm shares in Q1 2026, an estimated $98.4K.
  • Qualcomm made up 0.03% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #153 holding.
  • Wescott Financial Advisory Group first reported a position in Qualcomm in Q2 2024 and has held it in 8 quarters since.
  • Wescott Financial Advisory Group's Qualcomm position peaked at $543K in Q4 2025.
  • 2,708 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.