Financial Synergies Wealth Advisors’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
$1.3M Buy
7,050
+678
+11% +$127K 0.11% 60
2026
Q1
$821K Buy
6,372
+3,456
+119% +$504K 0.08% 66
2025
Q4
$499K Buy
+2,916
New +$500K 0.05% 75
2024
Q2
Sell
-312
Closed -$52.7K 368
2024
Q1
$52.7K Sell
312
-519
-62% -$80.2K 0.01% 126
2023
Q4
$91.4K Buy
831
+220
+36% +$27.2K 0.01% 79
2023
Q3
$67.9K Sell
611
-152
-20% -$17.6K 0.01% 101
2023
Q2
$90.9K Sell
763
-69
-8% -$7.93K 0.01% 86
2023
Q1
$106K Buy
832
+1
+0.1% +$124 0.02% 83
2022
Q4
$91.4K Sell
831
-20
-2% -$2.34K 0.01% 79
2022
Q3
$96.2K Sell
851
-258
-23% -$35.4K 0.02% 83
2022
Q2
$142K Buy
+1,109
New +$151K 0.02% 71

Other funds holding QCOM

Financial Synergies Wealth Advisors's QCOM Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Qualcomm (QCOM) stake by 11% in Q2 2026, buying an estimated $127K and bringing the position to 7,050 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #60.

Financial Synergies Wealth Advisors first reported a position in QCOM in Q2 2022 and has held it in 11 quarters since. 1,063 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Financial Synergies Wealth Advisors held 7,050 shares of Qualcomm worth $1.3M as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 678 Qualcomm shares in Q2 2026, an estimated $127K.
  • Qualcomm made up 0.11% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Financial Synergies Wealth Advisors first reported a position in Qualcomm in Q2 2022 and has held it in 11 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.