Heritage Wealth Management (California)’s Qualcomm QCOM Stock Holding History

Heritage Wealth Management (California)’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	$533K	Sell	2,883 -2,016	-41%	-$377K	0.2%	62
2026 Q1	$631K	Sell	4,899 -190	-4%	-$27.7K	0.35%	52
2025 Q4	$870K	Sell	5,089 -123	-2%	-$21.1K	0.55%	43
2025 Q3	$867K	Sell	5,212 -8	-0.2%	-$1.27K	0.58%	45
2025 Q2	$831K	Sell	5,220 -49	-0.9%	-$7.21K	0.55%	42
2025 Q1	$809K	Buy	5,269 +349	+7%	+$56.9K	0.61%	42
2024 Q4	$756K	Sell	4,920 -2,983	-38%	-$488K	0.54%	43
2024 Q3	$1.34M	Buy	7,903 +146	+2%	+$25.8K	0.95%	21
2024 Q2	$1.55M	Sell	7,757 -2,668	-26%	-$504K	1.13%	18
2024 Q1	$1.77M	Buy	10,425 +21	+0.2%	+$3.25K	1.33%	17
2023 Q4	$1.5M	Buy	+10,404	New	+$1.29M	1.2%	19

Other funds holding QCOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Heritage Wealth Management (California)'s QCOM Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its Qualcomm (QCOM) stake by 41% in Q2 2026, selling an estimated $377K and leaving 2,883 shares worth $533K. The position accounts for 0.2% of the portfolio, ranked #62.

Heritage Wealth Management (California) first reported a position in QCOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q1 2024. 1,422 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

Heritage Wealth Management (California) held 2,883 shares of Qualcomm worth $533K as of Q2 2026.
Heritage Wealth Management (California) sold 2,016 Qualcomm shares in Q2 2026, an estimated $377K.
Qualcomm made up 0.2% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #62 holding.
Heritage Wealth Management (California) first reported a position in Qualcomm in Q4 2023 and has held it in 11 quarters since.
Heritage Wealth Management (California)'s Qualcomm position peaked at $1.77M in Q1 2024.
1,422 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.