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Everhart Financial Group’s Qualcomm QCOM Stock Holding History

Everhart Financial Group’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 		$1.06M Buy
5,759
+1,564
+37% +$292K 0.07% 154
2026
Q1 		$540K Sell
4,195
-1,268
-23% -$185K 0.05% 258
2025
Q4 		$934K Buy
5,463
+825
+18% +$141K 0.09% 164
2025
Q3 		$772K Buy
4,638
+914
+25% +$145K 0.08% 188
2025
Q2 		$593K Sell
3,724
-922
-20% -$136K 0.07% 206
2025
Q1 		$714K Buy
4,646
+1,868
+67% +$304K 0.1% 148
2024
Q4 		$427K Sell
2,778
-1,216
-30% -$199K 0.09% 211
2024
Q3 		$679K Buy
3,994
+463
+13% +$81.8K 0.15% 154
2024
Q2 		$703K Buy
3,531
+1,062
+43% +$201K 0.18% 116
2024
Q1 		$418K Buy
2,469
+464
+23% +$71.7K 0.12% 173
2023
Q4 		$290K Buy
+2,005
New +$248K 0.1% 185
2023
Q3 		– Sell
-1,812
Closed -$216K – 228
2023
Q2 		$216K Sell
1,812
-174
-9% -$20K 0.09% 200
2023
Q1 		$253K Buy
+1,986
New +$247K 0.11% 160
2022
Q4 		– Sell
-1,966
Closed -$222K – 221
2022
Q3 		$222K Sell
1,966
-27
-1% -$3.71K 0.12% 168
2022
Q2 		$255K Buy
+1,993
New +$271K 0.16% 136

Other funds holding QCOM

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Everhart Financial Group's QCOM Position: Q2 2026 in Review

Everhart Financial Group increased its Qualcomm (QCOM) stake by 37% in Q2 2026, buying an estimated $292K and bringing the position to 5,759 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #154.

Everhart Financial Group first reported a position in QCOM in Q2 2022 and has held it in 15 quarters since. 580 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Everhart Financial Group held 5,759 shares of Qualcomm worth $1.06M as of Q2 2026.
  • Everhart Financial Group bought 1,564 Qualcomm shares in Q2 2026, an estimated $292K.
  • Qualcomm made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #154 holding.
  • Everhart Financial Group first reported a position in Qualcomm in Q2 2022 and has held it in 15 quarters since.
  • 580 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.