Evergreen Wealth Management’s Qualcomm QCOM Stock Holding History

Evergreen Wealth 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
2025 Q3	–	Sell	-12,348	Closed	-$1.97M	–	56
2025 Q2	$1.97M	Buy	12,348 +81	+0.7%	+$11.9K	1.1%	30
2025 Q1	$1.88M	Buy	12,267 +185	+2%	+$30.2K	1.13%	34
2024 Q4	$1.86M	Buy	12,082 +191	+2%	+$31.3K	1.1%	30
2024 Q3	$2.02M	Sell	11,891 -3,339	-22%	-$590K	1.22%	31
2024 Q2	$3.03M	Hold	15,230	–	–	2.01%	19
2024 Q1	$2.58M	Hold	15,230	–	–	1.75%	21
2023 Q4	$2.2M	Buy	15,230 +346	+2%	+$42.9K	1.62%	24
2023 Q3	$1.65M	Buy	14,884 +2,490	+20%	+$289K	1.31%	27
2023 Q2	$1.48M	Buy	12,394 +1,213	+11%	+$139K	1.16%	33
2023 Q1	$1.43M	Buy	11,181 +497	+5%	+$61.8K	1.27%	33
2022 Q4	$1.17M	Buy	+10,684	New	+$1.25M	1.08%	35

Other funds holding QCOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evergreen Wealth Management's QCOM Position: Q3 2025 in Review

Evergreen Wealth Management sold out of Qualcomm (QCOM) in Q3 2025, closing a stake of 12,348 shares — an estimated $1.97M sold.

Evergreen Wealth Management first reported a position in QCOM in Q4 2022 and held it in 11 quarters. The position peaked at $3.03M in Q2 2024. 2,770 funds tracked by Wall St. Rank hold QCOM as of Q3 2025.

Evergreen Wealth Management reported no remaining Qualcomm position as of Q3 2025 after selling out during the quarter.
Evergreen Wealth Management sold 12,348 Qualcomm shares in Q3 2025, an estimated $1.97M.
Evergreen Wealth Management first reported a position in Qualcomm in Q4 2022 and held it in 11 quarters.
Evergreen Wealth Management's Qualcomm position peaked at $3.03M in Q2 2024.
2,770 funds tracked by Wall St. Rank held Qualcomm as of Q3 2025.

Based on Evergreen Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.