Forza Wealth Management
QCOM icon

Forza Wealth Management’s Qualcomm QCOM Stock Holding History

Forza 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
Q3 		$705K Buy
3,832
+186
+5% +$32.2K 0.2% 105
2026
Q2 		$674K Hold
3,646
– – 0.21% 103
2026
Q1 		$470K Hold
3,646
– – 0.16% 132
2025
Q4 		$624K Buy
3,646
+63
+2% +$10.8K 0.23% 105
2025
Q3 		$596K Hold
3,583
– – 0.23% 104
2025
Q2 		$571K Sell
3,583
-207
-5% -$30.5K 0.23% 107
2025
Q1 		$582K Buy
3,790
+65
+2% +$10.6K 0.26% 97
2024
Q4 		$572K Hold
3,725
– – 0.26% 97
2024
Q3 		$633K Buy
3,725
+142
+4% +$25.1K 0.29% 91
2024
Q2 		$714K Buy
3,583
+102
+3% +$19.3K 0.37% 73
2024
Q1 		$589K Hold
3,481
– – 0.31% 89
2023
Q4 		$503K Hold
3,481
– – 0.28% 104
2023
Q3 		$387K Buy
3,481
+125
+4% +$14.5K 0.2% 131
2023
Q2 		$399K Sell
3,356
-125
-4% -$14.4K 0.2% 131
2023
Q1 		$444K Buy
3,481
+346
+11% +$43K 0.23% 128
2022
Q4 		$345K Buy
+3,135
New +$367K 0.23% 108

Other funds holding QCOM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Forza Wealth Management's QCOM Position: Q3 2026 in Review

Forza Wealth Management increased its Qualcomm (QCOM) stake by 5.1% in Q3 2026, buying an estimated $32.2K and bringing the position to 3,832 shares worth $705K. The position accounts for 0.2% of the portfolio, ranked #105.

Forza Wealth Management first reported a position in QCOM in Q4 2022 and has held it in 16 quarters since. The position peaked at $714K in Q2 2024. 749 funds tracked by Wall St. Rank hold QCOM as of Q3 2026.

  • Forza Wealth Management held 3,832 shares of Qualcomm worth $705K as of Q3 2026.
  • Forza Wealth Management bought 186 Qualcomm shares in Q3 2026, an estimated $32.2K.
  • Qualcomm made up 0.2% of Forza Wealth Management's portfolio in Q3 2026, its #105 holding.
  • Forza Wealth Management first reported a position in Qualcomm in Q4 2022 and has held it in 16 quarters since.
  • Forza Wealth Management's Qualcomm position peaked at $714K in Q2 2024.
  • 749 funds tracked by Wall St. Rank held Qualcomm as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.