XWM
QCOM icon

Xcel Wealth Management’s Qualcomm QCOM Stock Holding History

Xcel Wealth 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
2024
Q2 		– Sell
-1,476
Closed -$250K – 126
2024
Q1 		$250K Sell
1,476
-3,699
-71% -$572K 0.08% 111
2023
Q4 		$748K Sell
5,175
-943
-15% -$117K 0.26% 64
2023
Q3 		$679K Sell
6,118
-14,330
-70% -$1.66M 0.27% 64
2023
Q2 		$2.43M Sell
20,448
-9,015
-31% -$1.04M 0.77% 36
2023
Q1 		$3.76M Sell
29,463
-55
-0.2% -$6.84K 1.32% 21
2022
Q4 		$3.25M Sell
29,518
-3,800
-11% -$445K 1.28% 21
2022
Q3 		$3.76M Buy
33,318
+3,080
+10% +$423K 1.4% 22
2022
Q2 		$3.86M Buy
30,238
+8,667
+40% +$1.18M 1.41% 21
2022
Q1 		$3.3M Buy
21,571
+6,302
+41% +$1.06M 0.9% 33
2021
Q4 		$2.79M Buy
15,269
+5
+0% +$800 0.72% 42
2021
Q3 		$1.97M Buy
15,264
+230
+2% +$32.6K 0.57% 51
2021
Q2 		$2.15M Buy
15,034
+1,530
+11% +$207K 0.65% 44
2021
Q1 		$1.79M Buy
13,504
+7,570
+128% +$1.09M 0.64% 39
2020
Q4 		$903K Buy
5,934
+70
+1% +$9.75K 0.39% 58
2020
Q3 		$690K Sell
5,864
-500
-8% -$53.4K 0.35% 59
2020
Q2 		$580K Buy
6,364
+900
+16% +$72.2K 0.36% 57
2020
Q1 		$369K Buy
5,464
+1,700
+45% +$139K 0.33% 57
2019
Q4 		$332K Hold
3,764
– – 0.28% 56
2019
Q3 		$287K Hold
3,764
– – 0.27% 56
2019
Q2 		$286K Hold
3,764
– – 0.28% 64
2019
Q1 		$214K Sell
3,764
-700
-16% -$37.8K 0.22% 75
2018
Q4 		$254K Buy
+4,464
New +$271K 0.31% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Xcel Wealth Management's QCOM Position: Q2 2024 in Review

Xcel Wealth Management sold out of Qualcomm (QCOM) in Q2 2024, closing a stake of 1,476 shares — an estimated $250K sold.

Xcel Wealth Management first reported a position in QCOM in Q4 2018 and held it in 22 quarters. The position peaked at $3.86M in Q2 2022. 2,773 funds tracked by Wall St. Rank hold QCOM as of Q2 2024.

  • Xcel Wealth Management reported no remaining Qualcomm position as of Q2 2024 after selling out during the quarter.
  • Xcel Wealth Management sold 1,476 Qualcomm shares in Q2 2024, an estimated $250K.
  • Xcel Wealth Management first reported a position in Qualcomm in Q4 2018 and held it in 22 quarters.
  • Xcel Wealth Management's Qualcomm position peaked at $3.86M in Q2 2022.
  • 2,773 funds tracked by Wall St. Rank held Qualcomm as of Q2 2024.

Based on Xcel Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.