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Regent Peak Wealth Advisors’s Qualcomm QCOM Stock Holding History

Regent Peak 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 		$382K Sell
2,066
-12
-0.6% -$2.24K 0.07% 125
2026
Q1 		$268K Sell
2,078
-386
-16% -$56.3K 0.05% 153
2025
Q4 		$421K Buy
2,464
+216
+10% +$37K 0.08% 108
2025
Q3 		$374K Buy
+2,248
New +$357K 0.07% 113
2025
Q1 		$332K Buy
2,161
+103
+5% +$16.8K 0.08% 113
2024
Q4 		$316K Buy
2,058
+68
+3% +$11.1K 0.07% 118
2024
Q3 		$338K Buy
1,990
+74
+4% +$13.1K 0.08% 112
2024
Q2 		$382K Buy
1,916
+83
+5% +$15.7K 0.09% 106
2024
Q1 		$310K Buy
1,833
+21
+1% +$3.25K 0.08% 117
2023
Q4 		$262K Buy
+1,812
New +$224K 0.07% 123
2023
Q2 		– Sell
-1,680
Closed -$214K – 165
2023
Q1 		$214K Buy
+1,680
New +$209K 0.07% 144
2022
Q4 		– Sell
-2,079
Closed -$234K – 165
2022
Q3 		$234K Buy
2,079
+232
+13% +$31.9K 0.08% 132
2022
Q2 		$235K Buy
1,847
+150
+9% +$20.4K 0.08% 135
2022
Q1 		$259K Sell
1,697
-7
-0.4% -$1.17K 0.07% 137
2021
Q4 		$312K Buy
1,704
+38
+2% +$6.08K 0.08% 125
2021
Q3 		$215K Buy
1,666
+39
+2% +$5.53K 0.06% 157
2021
Q2 		$244K Sell
1,627
-26
-2% -$3.51K 0.07% 147
2021
Q1 		$219K Buy
1,653
+59
+4% +$8.51K 0.07% 143
2020
Q4 		$243K Buy
+1,594
New +$222K 0.08% 125

Other funds holding QCOM

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Regent Peak Wealth Advisors's QCOM Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Qualcomm (QCOM) stake by 0.58% in Q2 2026, selling an estimated $2.24K and leaving 2,066 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #125.

Regent Peak Wealth Advisors first reported a position in QCOM in Q4 2020 and has held it in 19 quarters since. The position peaked at $421K in Q4 2025. 636 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,066 shares of Qualcomm worth $382K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 12 Qualcomm shares in Q2 2026, an estimated $2.24K.
  • Qualcomm made up 0.07% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • Regent Peak Wealth Advisors first reported a position in Qualcomm in Q4 2020 and has held it in 19 quarters since.
  • Regent Peak Wealth Advisors's Qualcomm position peaked at $421K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.