Heritage Financial Services’s Qualcomm QCOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$314K Buy
1,833
+25
+1% +$4.29K 0.03% 94
2025
Q3
$301K Sell
1,808
-533
-23% -$84.5K 0.03% 99
2025
Q2
$373K Buy
2,341
+528
+29% +$77.7K 0.04% 83
2025
Q1
$279K Sell
1,813
-23
-1% -$3.75K 0.03% 95
2024
Q4
$282K Buy
1,836
+1
+0.1% +$164 0.04% 84
2024
Q3
$312K Sell
1,835
-27
-1% -$4.77K 0.04% 79
2024
Q2
$371K Sell
1,862
-64
-3% -$12.1K 0.05% 72
2024
Q1
$326K Sell
1,926
-168
-8% -$26K 0.05% 74
2023
Q4
$303K Buy
+2,094
New +$259K 0.05% 78
2023
Q3
Sell
-1,788
Closed -$213K 82
2023
Q2
$213K Sell
1,788
-94
-5% -$10.8K 0.04% 79
2023
Q1
$240K Buy
+1,882
New +$234K 0.05% 67
2022
Q3
Sell
-1,743
Closed -$222K 366
2022
Q2
$222K Sell
1,743
-462
-21% -$62.7K 0.12% 58
2022
Q1
$336K Sell
2,205
-66
-3% -$11.1K 0.22% 53
2021
Q4
$415K Buy
+2,271
New +$364K 0.33% 40

Other funds holding QCOM

Heritage Financial Services's QCOM Position: Q4 2025 in Review

Heritage Financial Services increased its Qualcomm (QCOM) stake by 1.4% in Q4 2025, buying an estimated $4.29K and bringing the position to 1,833 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #94.

Heritage Financial Services first reported a position in QCOM in Q4 2021 and has held it in 14 quarters since. The position peaked at $415K in Q4 2021. 2,964 funds tracked by Wall St. Rank hold QCOM as of Q4 2025.

  • Heritage Financial Services held 1,833 shares of Qualcomm worth $314K as of Q4 2025.
  • Heritage Financial Services bought 25 Qualcomm shares in Q4 2025, an estimated $4.29K.
  • Qualcomm made up 0.03% of Heritage Financial Services's portfolio in Q4 2025, its #94 holding.
  • Heritage Financial Services first reported a position in Qualcomm in Q4 2021 and has held it in 14 quarters since.
  • Heritage Financial Services's Qualcomm position peaked at $415K in Q4 2021.
  • 2,964 funds tracked by Wall St. Rank held Qualcomm as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.