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Ardmore Road Asset Management’s Qualcomm QCOM Stock Holding History

Ardmore Road Asset 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
2026
Q2 		$39M Buy
+211,200
New +$39.5M 2.29% 16
2025
Q2 		– Sell
-200,000
Closed -$30.7M – 51
2025
Q1 		$30.7M Buy
200,000
+100,000
+100% +$16.3M 3.15% 14
2024
Q4 		$15.4M Buy
100,000
+50,000
+100% +$8.19M 2.24% 18
2024
Q3 		$8.5M Sell
50,000
-1,900
-4% -$335K 1.1% 34
2024
Q2 		$10.3M Buy
+51,900
New +$9.8M 1.57% 30

Other funds holding QCOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ardmore Road Asset Management's QCOM Position: Q2 2026 in Review

Ardmore Road Asset Management opened a new position in Qualcomm (QCOM) in Q2 2026: 211,200 shares worth $39M. The stake represents 2.29% of the portfolio and ranks #16 among its holdings. This is a return to the name: Ardmore Road Asset Management previously reported a position in QCOM as recently as Q1 2025.

Ardmore Road Asset Management first reported a position in QCOM in Q2 2024 and has held it in 5 quarters since. 3,028 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Ardmore Road Asset Management held 211,200 shares of Qualcomm worth $39M as of Q2 2026.
  • Qualcomm was a new Ardmore Road Asset Management position in Q2 2026.
  • Qualcomm made up 2.29% of Ardmore Road Asset Management's portfolio in Q2 2026, its #16 holding.
  • Ardmore Road Asset Management first reported a position in Qualcomm in Q2 2024 and has held it in 5 quarters since.
  • 3,028 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.