Beacon Financial Advisory
QCOM icon

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
Q3 		$888K Sell
4,823
-5,147
-52% -$890K 0.17% 157
2026
Q2 		$1.84M Sell
9,970
-39
-0.4% -$7.29K 0.36% 66
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% -$7.34K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Beacon Financial Advisory's QCOM Position: Q3 2026 in Review

Beacon Financial Advisory reduced its Qualcomm (QCOM) stake by 52% in Q3 2026, selling an estimated $890K and leaving 4,823 shares worth $888K. The position accounts for 0.17% of the portfolio, ranked #157.

Beacon Financial Advisory first reported a position in QCOM in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.84M in Q2 2026. 2,618 funds tracked by Wall St. Rank hold QCOM as of Q3 2026.

  • Beacon Financial Advisory held 4,823 shares of Qualcomm worth $888K as of Q3 2026.
  • Beacon Financial Advisory sold 5,147 Qualcomm shares in Q3 2026, an estimated $890K.
  • Qualcomm made up 0.17% of Beacon Financial Advisory's portfolio in Q3 2026, its #157 holding.
  • Beacon Financial Advisory first reported a position in Qualcomm in Q4 2019 and has held it in 28 quarters since.
  • Beacon Financial Advisory's Qualcomm position peaked at $1.84M in Q2 2026.
  • 2,618 funds tracked by Wall St. Rank held Qualcomm as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.