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Wills Financial Group’s Qualcomm QCOM Stock Holding History

Wills Financial 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
2022
Q4 		– Sell
-2,070
Closed -$234K – 61
2022
Q3 		$234K Buy
2,070
+270
+15% +$37.1K 0.13% 52
2022
Q2 		$230K Buy
+1,800
New +$244K 0.11% 60
2015
Q4 		– Sell
-7,471
Closed -$401K – 79
2015
Q3 		$401K Sell
7,471
-9,373
-56% -$557K 0.37% 54
2015
Q2 		$1.05M Buy
16,844
+145
+0.9% +$9.89K 0.9% 37
2015
Q1 		$1.16M Buy
16,699
+420
+3% +$29.6K 0.95% 33
2014
Q4 		$1.21M Buy
16,279
+2,668
+20% +$195K 0.98% 32
2014
Q3 		$1.02M Buy
13,611
+477
+4% +$36.5K 0.86% 36
2014
Q2 		$1.04M Buy
13,134
+26
+0.2% +$2.07K 0.86% 38
2014
Q1 		$1.03M Buy
13,108
+1,087
+9% +$81.9K 0.98% 36
2013
Q4 		$892K Buy
+12,021
New +$848K 0.92% 38

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wills Financial Group's QCOM Position: Q4 2022 in Review

Wills Financial Group sold out of Qualcomm (QCOM) in Q4 2022, closing a stake of 2,070 shares — an estimated $234K sold.

Wills Financial Group first reported a position in QCOM in Q4 2013 and held it in 10 quarters. The position peaked at $1.21M in Q4 2014. 2,340 funds tracked by Wall St. Rank hold QCOM as of Q4 2022.

  • Wills Financial Group reported no remaining Qualcomm position as of Q4 2022 after selling out during the quarter.
  • Wills Financial Group sold 2,070 Qualcomm shares in Q4 2022, an estimated $234K.
  • Wills Financial Group first reported a position in Qualcomm in Q4 2013 and held it in 10 quarters.
  • Wills Financial Group's Qualcomm position peaked at $1.21M in Q4 2014.
  • 2,340 funds tracked by Wall St. Rank held Qualcomm as of Q4 2022.

Based on Wills Financial Group's 13F filing for Q4 2022, filed 14 Feb 2023.