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Summit Financial Wealth Advisors’s Qualcomm QCOM Stock Holding History

Summit Financial 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 		$739K Buy
4,001
+193
+5% +$36.1K 0.09% 100
2026
Q1 		$490K Sell
3,808
-51,253
-93% -$7.48M 0.07% 116
2025
Q4 		$9.42M Buy
55,061
+380
+0.7% +$65.1K 1.35% 22
2025
Q3 		$9.1M Buy
54,681
+1,290
+2% +$205K 1.41% 23
2025
Q2 		$8.5M Buy
53,391
+551
+1% +$81.1K 1.53% 19
2025
Q1 		$8.12M Buy
52,840
+921
+2% +$150K 1.61% 21
2024
Q4 		$8.84M Buy
51,919
+347
+0.7% +$56.8K 1.73% 18
2024
Q3 		$8.77M Sell
51,572
-20
-0% -$3.53K 1.64% 19
2024
Q2 		$10.3M Sell
51,592
-1,621
-3% -$306K 2.08% 12
2024
Q1 		$9.01M Buy
53,213
+732
+1% +$113K 1.83% 16
2023
Q4 		$7.59M Buy
52,481
+912
+2% +$113K 1.72% 21
2023
Q3 		$6.23M Sell
51,569
-2,200
-4% -$255K 1.53% 23
2023
Q2 		$6.4M Buy
53,769
+689
+1% +$79.2K 1.48% 23
2023
Q1 		$6.77M Buy
53,080
+1,644
+3% +$204K 1.61% 19
2022
Q4 		$5.65M Buy
51,436
+512
+1% +$59.9K 1.37% 24
2022
Q3 		$5.84M Buy
50,924
+759
+2% +$104K 1.68% 23
2022
Q2 		$7.69M Buy
50,165
+3,069
+7% +$417K 1.84% 20
2022
Q1 		$7.2M Buy
47,096
+178
+0.4% +$29.9K 1.45% 27
2021
Q4 		$8.78M Buy
46,918
+2,564
+6% +$410K 1.7% 19
2021
Q3 		$5.72M Buy
44,354
+701
+2% +$99.5K 1.3% 28
2021
Q2 		$6.24M Sell
43,653
-20,743
-32% -$2.8M 1.41% 23
2021
Q1 		$9.81M Buy
64,396
+426
+0.7% +$61.5K 2.5% 9
2020
Q4 		$7.53M Sell
63,970
-1,169
-2% -$163K 2.05% 10
2020
Q3 		$8.07M Sell
65,139
-10,951
-14% -$1.17M 2.15% 10
2020
Q2 		$7.12M Buy
76,090
+2,053
+3% +$165K 1.9% 11
2020
Q1 		$5.25M Buy
74,037
+68,694
+1,286% +$5.63M 1.65% 16
2019
Q4 		$465K Sell
5,343
-50
-0.9% -$4.18K 0.11% 93
2019
Q3 		$414K Buy
5,393
+2,069
+62% +$156K 0.1% 107
2019
Q2 		$253K Buy
+3,324
New +$243K 0.06% 133
2017
Q4 		– Sell
-111,480
Closed -$5.78M – 150
2017
Q3 		$5.78M Sell
111,480
-8,648
-7% -$457K 2.1% 8
2017
Q2 		$6.63M Buy
120,128
+3,737
+3% +$209K 2.62% 4
2017
Q1 		$6.67M Buy
116,391
+6,314
+6% +$366K 2.91% 4
2016
Q4 		$7.18M Sell
110,077
-7,764
-7% -$522K 3.16% 4
2016
Q3 		$8.07M Sell
117,841
-7,425
-6% -$452K 3.5% 3
2016
Q2 		$6.71M Sell
125,266
-4,529
-3% -$239K 2.8% 4
2016
Q1 		$6.64M Buy
129,795
+4,285
+3% +$209K 2.9% 6
2015
Q4 		$6.27M Buy
125,510
+72,605
+137% +$3.87M 2.87% 5
2015
Q3 		$2.84M Buy
52,905
+51,310
+3,217% +$3.05M 1.84% 16
2015
Q2 		$99K Hold
1,595
– – 0.06% 105
2015
Q1 		$111K Sell
1,595
-760
-32% -$53.6K 0.08% 87
2014
Q4 		$175K Buy
+2,355
New +$172K 0.12% 73

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Summit Financial Wealth Advisors's QCOM Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Qualcomm (QCOM) stake by 5.1% in Q2 2026, buying an estimated $36.1K and bringing the position to 4,001 shares worth $739K. The position accounts for 0.09% of the portfolio, ranked #100.

Summit Financial Wealth Advisors first reported a position in QCOM in Q4 2014 and has held it in 41 quarters since. The position peaked at $10.3M in Q2 2024. 511 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Summit Financial Wealth Advisors held 4,001 shares of Qualcomm worth $739K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 193 Qualcomm shares in Q2 2026, an estimated $36.1K.
  • Qualcomm made up 0.09% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Summit Financial Wealth Advisors first reported a position in Qualcomm in Q4 2014 and has held it in 41 quarters since.
  • Summit Financial Wealth Advisors's Qualcomm position peaked at $10.3M in Q2 2024.
  • 511 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.