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Octavia Wealth Advisors’s Qualcomm QCOM Stock Holding History

Octavia 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
Q2 		$1.16M Sell
6,258
-1,939
-24% -$363K 0.1% 66
2026
Q1 		$1.06M Sell
8,197
-763
-9% -$111K 0.1% 70
2025
Q4 		$1.53M Buy
8,960
+1,773
+25% +$304K 0.15% 62
2025
Q3 		$1.2M Buy
7,187
+1,165
+19% +$185K 0.12% 73
2025
Q2 		$959K Sell
6,022
-1,214
-17% -$179K 0.11% 75
2025
Q1 		$1.11M Buy
7,236
+233
+3% +$38K 0.14% 67
2024
Q4 		$1.08M Sell
7,003
-2,699
-28% -$442K 0.13% 69
2024
Q3 		$1.65M Sell
9,702
-1,063
-10% -$188K 0.2% 52
2024
Q2 		$2.14M Buy
10,765
+1,559
+17% +$294K 0.29% 43
2024
Q1 		$1.56M Buy
9,206
+2,054
+29% +$317K 0.23% 51
2023
Q4 		$1.03M Buy
7,152
+2,304
+48% +$285K 0.18% 72
2023
Q3 		$538K Buy
4,848
+1,994
+70% +$231K 0.11% 98
2023
Q2 		$340K Buy
2,854
+1,156
+68% +$133K 0.07% 128
2023
Q1 		$217K Buy
+1,698
New +$211K 0.05% 170
2022
Q2 		– Sell
-1,348
Closed -$206K – 185
2022
Q1 		$206K Sell
1,348
-765
-36% -$128K 0.05% 180
2021
Q4 		$386K Buy
2,113
+132
+7% +$21.1K 0.08% 125
2021
Q3 		$255K Buy
1,981
+18
+0.9% +$2.55K 0.07% 153
2021
Q2 		$281K Buy
1,963
+373
+23% +$50.4K 0.07% 137
2021
Q1 		$211K Hold
1,590
– – 0.06% 156
2020
Q4 		$242K Buy
+1,590
New +$221K 0.08% 139

Other funds holding QCOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
New York State Common Retirement Fund
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)
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
Aberdeen Group
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

Octavia Wealth Advisors's QCOM Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Qualcomm (QCOM) stake by 24% in Q2 2026, selling an estimated $363K and leaving 6,258 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #66.

Octavia Wealth Advisors first reported a position in QCOM in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.14M in Q2 2024. 1,422 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Octavia Wealth Advisors held 6,258 shares of Qualcomm worth $1.16M as of Q2 2026.
  • Octavia Wealth Advisors sold 1,939 Qualcomm shares in Q2 2026, an estimated $363K.
  • Qualcomm made up 0.1% of Octavia Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Octavia Wealth Advisors first reported a position in Qualcomm in Q4 2020 and has held it in 20 quarters since.
  • Octavia Wealth Advisors's Qualcomm position peaked at $2.14M in Q2 2024.
  • 1,422 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.