Beta Wealth Group’s Qualcomm QCOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.7M Buy
9,178
+301
+3% +$56.3K 0.64% 38
2026
Q1
$1.14M Buy
8,877
+178
+2% +$26K 0.47% 41
2025
Q4
$1.49M Sell
8,699
-1,034
-11% -$177K 0.6% 40
2025
Q3
$1.62M Buy
9,733
+598
+7% +$94.9K 0.64% 36
2025
Q2
$1.45M Sell
9,135
-54
-0.6% -$7.95K 0.53% 43
2025
Q1
$1.41M Sell
9,189
-690
-7% -$112K 0.51% 40
2024
Q4
$1.52M Buy
9,879
+601
+6% +$98.4K 0.67% 36
2024
Q3
$1.58M Buy
9,278
+989
+12% +$175K 0.71% 36
2024
Q2
$1.65M Sell
8,289
-97
-1% -$18.3K 0.78% 36
2024
Q1
$1.42M Sell
8,386
-190
-2% -$29.4K 0.69% 35
2023
Q4
$1.24M Buy
8,576
+36
+0.4% +$4.46K 0.65% 33
2023
Q3
$948K Buy
8,540
+205
+2% +$23.8K 0.56% 39
2023
Q2
$992K Buy
8,335
+802
+11% +$92.2K 0.57% 39
2023
Q1
$961K Buy
7,533
+402
+6% +$50K 0.55% 41
2022
Q4
$784K Buy
7,131
+3,100
+77% +$363K 0.53% 40
2022
Q3
$455K Buy
4,031
+265
+7% +$36.4K 0.33% 48
2022
Q2
$481K Hold
3,766
0.32% 48
2022
Q1
$575K Sell
3,766
-722
-16% -$121K 0.38% 44
2021
Q4
$579K Hold
4,488
0.42% 41
2021
Q3
$579K Buy
4,488
+376
+9% +$53.3K 0.42% 41
2021
Q2
$588K Hold
4,112
0.41% 41
2021
Q1
$545K Buy
+4,112
New +$593K 0.4% 42
2014
Q1
$418K Buy
5,297
+39
+0.7% +$2.94K 4.88% 6
2013
Q4
$390K Buy
+5,258
New +$371K 4.94% 5

Other funds holding QCOM

Beta Wealth Group's QCOM Position: Q2 2026 in Review

Beta Wealth Group increased its Qualcomm (QCOM) stake by 3.4% in Q2 2026, buying an estimated $56.3K and bringing the position to 9,178 shares worth $1.7M. The position accounts for 0.64% of the portfolio, ranked #38.

Beta Wealth Group first reported a position in QCOM in Q4 2013 and has held it in 24 quarters since. 1,179 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Beta Wealth Group held 9,178 shares of Qualcomm worth $1.7M as of Q2 2026.
  • Beta Wealth Group bought 301 Qualcomm shares in Q2 2026, an estimated $56.3K.
  • Qualcomm made up 0.64% of Beta Wealth Group's portfolio in Q2 2026, its #38 holding.
  • Beta Wealth Group first reported a position in Qualcomm in Q4 2013 and has held it in 24 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.