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Kepler Cheuvreux’s Qualcomm QCOM Stock Holding History

Kepler Cheuvreux’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 		$26.2M Buy
141,952
+84,546
+147% +$15.8M 1.5% 21
2026
Q1 		$7.39M Buy
57,406
+5,231
+10% +$764K 0.49% 57
2025
Q4 		$8.92M Buy
52,175
+4,709
+10% +$807K 0.5% 63
2025
Q3 		$7.9M Buy
+47,466
New +$7.53M 0.42% 70

Other funds holding QCOM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Kepler Cheuvreux's QCOM Position: Q2 2026 in Review

Kepler Cheuvreux increased its Qualcomm (QCOM) stake by 147% in Q2 2026, buying an estimated $15.8M and bringing the position to 141,952 shares worth $26.2M. The position accounts for 1.5% of the portfolio, ranked #21.

Kepler Cheuvreux first reported a position in QCOM in Q3 2025 and has held it in 4 quarters since. 1,187 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Kepler Cheuvreux held 141,952 shares of Qualcomm worth $26.2M as of Q2 2026.
  • Kepler Cheuvreux bought 84,546 Qualcomm shares in Q2 2026, an estimated $15.8M.
  • Qualcomm made up 1.5% of Kepler Cheuvreux's portfolio in Q2 2026, its #21 holding.
  • Kepler Cheuvreux first reported a position in Qualcomm in Q3 2025 and has held it in 4 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Kepler Cheuvreux's 13F filing for Q2 2026, filed 15 Jul 2026.