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Beacon Financial Advisory’s Qualcomm QCOM Stock Holding History

Beacon Financial Advisory’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
Q1 		$1.29M Sell
10,009
-260
-3% -$37.9K 0.29% 83
2025
Q4 		$1.76M Sell
10,269
-186
-2% -$31.9K 0.41% 55
2025
Q3 		$1.74M Sell
10,455
-1
-0% -$159 0.4% 50
2025
Q2 		$1.67M Buy
10,456
+293
+3% +$43.1K 0.43% 49
2025
Q1 		$1.56M Buy
10,163
+385
+4% +$62.8K 0.47% 43
2024
Q4 		$1.5M Buy
9,778
+5,730
+142% +$938K 0.49% 47
2024
Q3 		$688K Buy
4,048
+91
+2% +$16.1K 0.23% 123
2024
Q2 		$788K Buy
3,957
+741
+23% +$140K 0.29% 99
2024
Q1 		$545K Sell
3,216
-181
-5% -$28K 0.26% 110
2023
Q4 		$491K Buy
3,397
+242
+8% +$30K 0.24% 120
2023
Q3 		$350K Buy
3,155
+75
+2% +$8.7K 0.19% 148
2023
Q2 		$367K Buy
3,080
+6
+0.2% +$690 0.21% 143
2023
Q1 		$392K Sell
3,074
-59
-2% -$7.33K 0.25% 127
2022
Q4 		$344K Sell
3,133
-253
-7% -$29.6K 0.25% 127
2022
Q3 		$383K Sell
3,386
-2,538
-43% -$349K 0.27% 118
2022
Q2 		$757K Buy
5,924
+288
+5% +$39.1K 0.43% 71
2022
Q1 		$861K Sell
5,636
-121
-2% -$20.3K 0.41% 75
2021
Q4 		$1.05M Buy
5,757
+2,512
+77% +$402K 0.49% 61
2021
Q3 		$419K Buy
3,245
+3
+0.1% +$426 0.22% 137
2021
Q2 		$463K Buy
3,242
+264
+9% +$35.7K 0.25% 131
2021
Q1 		$395K Buy
2,978
+561
+23% +$80.9K 0.23% 134
2020
Q4 		$368K Buy
2,417
+121
+5% +$16.9K 0.24% 127
2020
Q3 		$270K Sell
2,296
-4,099
-64% -$438K 0.23% 137
2020
Q2 		$583K Buy
6,395
+116
+2% +$9.3K 0.63% 45
2020
Q1 		$424K Sell
6,279
-899
-13% -$73.7K 0.54% 60
2019
Q4 		$633K Buy
+7,178
New +$601K 0.54% 52

Other funds holding QCOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Beacon Financial Advisory's QCOM Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Qualcomm (QCOM) stake by 2.5% in Q1 2026, selling an estimated $37.9K and leaving 10,009 shares worth $1.29M. The position accounts for 0.29% of the portfolio, ranked #83.

Beacon Financial Advisory first reported a position in QCOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.76M in Q4 2025. 2,710 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Beacon Financial Advisory held 10,009 shares of Qualcomm worth $1.29M as of Q1 2026.
  • Beacon Financial Advisory sold 260 Qualcomm shares in Q1 2026, an estimated $37.9K.
  • Qualcomm made up 0.29% of Beacon Financial Advisory's portfolio in Q1 2026, its #83 holding.
  • Beacon Financial Advisory first reported a position in Qualcomm in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's Qualcomm position peaked at $1.76M in Q4 2025.
  • 2,710 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.