Annex Advisory Services’s Qualcomm QCOM Stock Holding History

Annex Advisory Services’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 Q2	$530K	Sell	2,871 -16,316	-85%	-$3.05M	0.01%	250
2026 Q1	$2.47M	Sell	19,187 -8,809	-31%	-$1.29M	0.05%	142
2025 Q4	$4.79M	Buy	27,996 +4,567	+19%	+$783K	0.09%	106
2025 Q3	$3.9M	Sell	23,429 -1,895	-7%	-$301K	0.08%	104
2025 Q2	$4.03M	Buy	25,324 +135	+0.5%	+$19.9K	0.1%	97
2025 Q1	$3.87M	Buy	25,189 +569	+2%	+$92.7K	0.11%	94
2024 Q4	$3.78M	Sell	24,620 -930	-4%	-$152K	0.11%	97
2024 Q3	$4.34M	Buy	25,550 +3,631	+17%	+$641K	0.14%	89
2024 Q2	$4.37M	Sell	21,919 -2,371	-10%	-$448K	0.15%	85
2024 Q1	$4.11M	Sell	24,290 -6,795	-22%	-$1.05M	0.15%	85
2023 Q4	$4.5M	Sell	31,085 -31,264	-50%	-$3.87M	0.19%	79
2023 Q3	$6.92M	Sell	62,349 -2,132	-3%	-$247K	0.42%	54
2023 Q2	$7.68M	Buy	64,481 +11,557	+22%	+$1.33M	0.43%	48
2023 Q1	$6.75M	Sell	52,924 -498	-0.9%	-$61.9K	0.36%	46
2022 Q4	$5.87M	Buy	53,422 +3,616	+7%	+$423K	0.33%	51
2022 Q3	$5.63M	Sell	49,806 -451	-0.9%	-$62K	0.38%	50
2022 Q2	$6.42M	Buy	50,257 +2,447	+5%	+$332K	0.46%	44
2022 Q1	$7.31M	Buy	47,810 +2,267	+5%	+$380K	0.53%	36
2021 Q4	$8.33M	Buy	45,543 +2,247	+5%	+$360K	0.57%	27
2021 Q3	$5.58M	Sell	43,296 -92	-0.2%	-$13.1K	0.46%	37
2021 Q2	$6.21M	Buy	43,388 +9,033	+26%	+$1.22M	0.5%	25
2021 Q1	$4.55M	Sell	34,355 -1,183	-3%	-$171K	0.44%	38
2020 Q4	$5.41M	Sell	35,538 -845	-2%	-$118K	0.53%	23
2020 Q3	$4.28M	Sell	36,383 -357	-1%	-$38.1K	0.55%	18
2020 Q2	$3.35M	Buy	36,740 +1,437	+4%	+$115K	0.47%	23
2020 Q1	$2.39M	Buy	35,303 +4,068	+13%	+$333K	0.34%	31
2019 Q4	$2.76M	Buy	31,235 +982	+3%	+$82.2K	0.33%	37
2019 Q3	$2.31M	Buy	30,253 +7,892	+35%	+$594K	0.31%	39
2019 Q2	$1.7M	Buy	22,361 +18,582	+492%	+$1.36M	0.24%	48
2019 Q1	$215K	Sell	3,779 -29,308	-89%	-$1.58M	0.03%	117
2018 Q4	$1.88M	Buy	33,087 +5,449	+20%	+$331K	0.3%	44
2018 Q3	$1.99M	Buy	27,638 +2,086	+8%	+$137K	0.31%	42
2018 Q2	$1.43M	Buy	25,552 +1,975	+8%	+$110K	0.24%	49
2018 Q1	$1.31M	Buy	23,577 +4,666	+25%	+$297K	0.24%	51
2017 Q4	$1.21M	Buy	18,911 +1,319	+7%	+$80K	0.23%	49
2017 Q3	$912K	Buy	17,592 +1,533	+10%	+$81.1K	0.19%	59
2017 Q2	$887K	Buy	16,059 +3,984	+33%	+$223K	0.2%	51
2017 Q1	$692K	Buy	+12,075	New	+$701K	0.17%	62

Other funds holding QCOM

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

TEC

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Annex Advisory Services's QCOM Position: Q2 2026 in Review

Annex Advisory Services reduced its Qualcomm (QCOM) stake by 85% in Q2 2026, selling an estimated $3.05M and leaving 2,871 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #250.

Annex Advisory Services first reported a position in QCOM in Q1 2017 and has held it in 38 quarters since. The position peaked at $8.33M in Q4 2021. 511 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

Annex Advisory Services held 2,871 shares of Qualcomm worth $530K as of Q2 2026.
Annex Advisory Services sold 16,316 Qualcomm shares in Q2 2026, an estimated $3.05M.
Qualcomm made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #250 holding.
Annex Advisory Services first reported a position in Qualcomm in Q1 2017 and has held it in 38 quarters since.
Annex Advisory Services's Qualcomm position peaked at $8.33M in Q4 2021.
511 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.