ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC QCOM QUALCOMM INC

Ownership history in ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC  ·  3 quarters on record

AI Ownership Summary

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported QUALCOMM INC (QCOM) in 3 quarterly 13F filings from 2024 Q1 through 2024 Q3. Peak portfolio weight reached 0.08% in 2024 Q2. The latest visible filing shows QCOM at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QCOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's position in QUALCOMM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

QCOM was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held QCOM — position size vs. price
% of Fund (quarterly)    QCOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 1,237 -25 -2.0% 0.06% $210K 2024-10-24 $161.92
2024 Q2 ADDED 1,262 +2 +0.2% 0.08% $251K 2024-07-26 $172.54
2024 Q1 INITIATED 1,260 0.08% $213K 2024-04-23 $153.99

FAQ About ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC and QCOM

These are the practical questions this page is built to answer before you even open the full history table.

How long has ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported owning QCOM?

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported QCOM across 3 quarterly 13F filings, from 2024 Q1 through 2024 Q3.

What was the largest reported QCOM position in ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's portfolio?

The largest reported portfolio weight for QCOM was 0.08% in 2024 Q2.

What is the latest reported QCOM position on this page?

The most recent filing on this page is 2024 Q3, when ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported 1,237 shares, equal to 0.06% of portfolio, with an estimated market value of $210K.

What does the chart on this QCOM ownership page compare?

The chart compares ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's quarterly QCOM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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