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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Qualcomm QCOM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$50.4K Sell
272
-262
-49% -$49K 0.01% 319
2026
Q1 		$68.9K Sell
534
-360
-40% -$52.5K 0.02% 268
2025
Q4 		$153K Buy
894
+4
+0.4% +$686 0.05% 187
2025
Q3 		$148K Buy
890
+444
+100% +$70.4K 0.05% 169
2025
Q2 		$71.2K Sell
446
-282
-39% -$41.5K 0.02% 232
2025
Q1 		$112K Sell
728
-197
-21% -$32.1K 0.04% 188
2024
Q4 		$142K Buy
925
+175
+23% +$28.6K 0.06% 163
2024
Q3 		$128K Buy
750
+451
+151% +$79.6K 0.07% 132
2024
Q2 		$59.7K Sell
299
-182
-38% -$34.4K 0.03% 194
2024
Q1 		$81.5K Sell
481
-56
-10% -$8.65K 0.05% 162
2023
Q4 		$77.8K Sell
537
-1,355
-72% -$168K 0.05% 154
2023
Q3 		$210K Sell
1,892
-3,366
-64% -$390K 0.15% 79
2023
Q2 		$76.5K Buy
5,258
+4,810
+1,074% +$553K 0.06% 145
2023
Q1 		$57.2K Buy
448
+100
+29% +$12.4K 0.05% 153
2022
Q4 		$38.3K Buy
+348
New +$40.7K 0.03% 165

Other funds holding QCOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s QCOM Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Qualcomm (QCOM) stake by 49% in Q2 2026, selling an estimated $49K and leaving 272 shares worth $50.4K. The position accounts for 0.01% of the portfolio, ranked #319.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in QCOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $210K in Q3 2023. 1,939 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 272 shares of Qualcomm worth $50.4K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 262 Qualcomm shares in Q2 2026, an estimated $49K.
  • Qualcomm made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #319 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Qualcomm in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Qualcomm position peaked at $210K in Q3 2023.
  • 1,939 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.