HWA
QCOM icon

Heritage Wealth Advisors’s Qualcomm QCOM Stock Holding History

Heritage Wealth Advisors’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
Q1 		$505K Sell
3,918
-2,980
-43% -$435K 0.02% 125
2025
Q4 		$1.18M Hold
6,898
– – 0.05% 93
2025
Q3 		$1.15M Hold
6,898
– – 0.05% 76
2025
Q2 		$1.1M Hold
6,898
– – 0.05% 76
2025
Q1 		$1.06M Sell
6,898
-54
-0.8% -$8.8K 0.05% 76
2024
Q4 		$1.07M Buy
6,952
+177
+3% +$29K 0.05% 81
2024
Q3 		$1.15M Buy
6,775
+153
+2% +$27K 0.05% 79
2024
Q2 		$1.32M Sell
6,622
-17
-0.3% -$3.21K 0.06% 71
2024
Q1 		$1.12M Sell
6,639
-283
-4% -$43.7K 0.05% 81
2023
Q4 		$1M Buy
6,922
+344
+5% +$42.6K 0.05% 85
2023
Q3 		$731K Sell
6,578
-271
-4% -$31.4K 0.04% 99
2023
Q2 		$815K Buy
6,849
+254
+4% +$29.2K 0.04% 97
2023
Q1 		$841K Hold
6,595
– – 0.05% 90
2022
Q4 		$725K Sell
6,595
-912
-12% -$107K 0.04% 99
2022
Q3 		$848K Hold
7,507
– – 0.06% 83
2022
Q2 		$959K Buy
7,507
+178
+2% +$24.2K 0.07% 81
2022
Q1 		$1.12M Hold
7,329
– – 0.06% 77
2021
Q4 		$1.34M Hold
7,329
– – 0.07% 73
2021
Q3 		$945K Buy
7,329
+525
+8% +$74.5K 0.06% 91
2021
Q2 		$972K Buy
6,804
+1,400
+26% +$189K 0.06% 84
2021
Q1 		$716K Buy
5,404
+117
+2% +$16.9K 0.04% 112
2020
Q4 		$805K Buy
5,287
+22
+0.4% +$3.06K 0.05% 97
2020
Q3 		$620K Hold
5,265
– – 0.08% 85
2020
Q2 		$480K Hold
5,265
– – 0.07% 87
2020
Q1 		$356K Sell
5,265
-161
-3% -$13.2K 0.06% 95
2019
Q4 		$479K Buy
5,426
+46
+0.9% +$3.85K 0.06% 104
2019
Q3 		$410K Buy
5,380
+2,979
+124% +$224K 0.06% 110
2019
Q2 		$183K Buy
2,401
+94
+4% +$6.88K 0.03% 148
2019
Q1 		$132K Hold
2,307
– – 0.02% 156
2018
Q4 		$131K Hold
2,307
– – 0.03% 144
2018
Q3 		$166K Buy
+2,307
New +$152K 0.03% 130

Other funds holding QCOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Heritage Wealth Advisors's QCOM Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Qualcomm (QCOM) stake by 43% in Q1 2026, selling an estimated $435K and leaving 3,918 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #125.

Heritage Wealth Advisors first reported a position in QCOM in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.34M in Q4 2021. 2,705 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Heritage Wealth Advisors held 3,918 shares of Qualcomm worth $505K as of Q1 2026.
  • Heritage Wealth Advisors sold 2,980 Qualcomm shares in Q1 2026, an estimated $435K.
  • Qualcomm made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #125 holding.
  • Heritage Wealth Advisors first reported a position in Qualcomm in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Qualcomm position peaked at $1.34M in Q4 2021.
  • 2,705 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.