EWA
QCOM icon

Exencial Wealth Advisors’s Qualcomm QCOM Stock Holding History

Exencial Wealth Advisors’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 		$410K Sell
3,181
-2,122
-40% -$310K 0.01% 439
2025
Q4 		$907K Sell
5,303
-78,685
-94% -$13.5M 0.03% 313
2025
Q3 		$14M Sell
83,988
-1,779
-2% -$282K 0.46% 62
2025
Q2 		$13.7M Sell
85,767
-3,568
-4% -$525K 0.48% 59
2025
Q1 		$13.7M Sell
89,335
-602
-0.7% -$98.1K 0.51% 59
2024
Q4 		$13.8M Sell
89,937
-705
-0.8% -$115K 0.51% 57
2024
Q3 		$15.4M Sell
90,642
-2,272
-2% -$401K 0.55% 58
2024
Q2 		$18.5M Sell
92,914
-29,986
-24% -$5.66M 0.69% 38
2024
Q1 		$20.8M Sell
122,900
-2,323
-2% -$359K 0.78% 31
2023
Q4 		$18.1M Buy
125,223
+2,738
+2% +$339K 0.74% 32
2023
Q3 		$13.6M Sell
122,485
-4,220
-3% -$490K 0.66% 49
2023
Q2 		$15.1M Sell
126,705
-4,057
-3% -$466K 0.69% 51
2023
Q1 		$16.7M Sell
130,762
-210
-0.2% -$26.1K 0.86% 31
2022
Q4 		$14.4M Sell
130,972
-471
-0.4% -$55.1K 0.77% 39
2022
Q3 		$14.8M Buy
131,443
+5,998
+5% +$824K 0.9% 27
2022
Q2 		$16M Buy
125,445
+58,181
+86% +$7.9M 0.91% 27
2022
Q1 		$10.3M Buy
67,264
+1,529
+2% +$256K 0.52% 59
2021
Q4 		$12M Buy
65,735
+5,312
+9% +$850K 0.58% 46
2021
Q3 		$7.79M Buy
60,423
+2,724
+5% +$386K 0.34% 79
2021
Q2 		$8.25M Buy
57,699
+3,527
+7% +$477K 0.45% 77
2021
Q1 		$7.18M Buy
54,172
+12,997
+32% +$1.87M 0.43% 81
2020
Q4 		$6.27M Buy
41,175
+39,231
+2,018% +$5.46M 0.43% 85
2020
Q3 		$228K Buy
+1,944
New +$208K 0.01% 332
2014
Q4 		– Sell
-38,228
Closed -$2.86M – 149
2014
Q3 		$2.86M Sell
38,228
-155
-0.4% -$11.9K 1.26% 28
2014
Q2 		$3.1M Buy
38,383
+1,277
+3% +$102K 1.32% 24
2014
Q1 		$2.98M Buy
37,106
+876
+2% +$66K 1.24% 29
2013
Q4 		$2.75M Buy
36,230
+1,242
+4% +$87.6K 1.24% 32
2013
Q3 		$2.41M Buy
+34,988
New +$2.29M 1.13% 33

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

Exencial Wealth Advisors's QCOM Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Qualcomm (QCOM) stake by 40% in Q1 2026, selling an estimated $310K and leaving 3,181 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #439.

Exencial Wealth Advisors first reported a position in QCOM in Q3 2013 and has held it in 28 quarters since. The position peaked at $20.8M in Q1 2024. 2,707 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Exencial Wealth Advisors held 3,181 shares of Qualcomm worth $410K as of Q1 2026.
  • Exencial Wealth Advisors sold 2,122 Qualcomm shares in Q1 2026, an estimated $310K.
  • Qualcomm made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #439 holding.
  • Exencial Wealth Advisors first reported a position in Qualcomm in Q3 2013 and has held it in 28 quarters since.
  • Exencial Wealth Advisors's Qualcomm position peaked at $20.8M in Q1 2024.
  • 2,707 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.