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Forteris Wealth Management’s Qualcomm QCOM Stock Holding History

Forteris 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
2026
Q2 		$416K Hold
2,250
– – 0.34% 54
2026
Q1 		$290K Hold
2,250
– – 0.28% 58
2025
Q4 		$385K Buy
+2,250
New +$386K 0.38% 55

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

Forteris Wealth Management's QCOM Position: Q2 2026 in Review

Forteris Wealth Management held its Qualcomm (QCOM) position steady in Q2 2026 at 2,250 shares worth $416K. The position accounts for 0.34% of the portfolio, ranked #54.

Forteris Wealth Management first reported a position in QCOM in Q4 2025 and has held it in 3 quarters since. 1,939 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Forteris Wealth Management held 2,250 shares of Qualcomm worth $416K as of Q2 2026.
  • Forteris Wealth Management left its Qualcomm share count unchanged in Q2 2026.
  • Qualcomm made up 0.34% of Forteris Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Forteris Wealth Management first reported a position in Qualcomm in Q4 2025 and has held it in 3 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.