TwinBeech Capital’s Qualcomm QCOM Stock Holding History

TwinBeech Capital’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
2025 Q4	–	Sell	-6,187	Closed	-$1.03M	–	805
2025 Q3	$1.03M	Buy	+6,187	New	+$981K	0.04%	309
2025 Q1	–	Sell	-1,620	Closed	-$249K	–	919
2024 Q4	$249K	Sell	1,620 -2,187	-57%	-$358K	﹤0.01%	540
2024 Q3	$647K	Sell	3,807 -238,792	-98%	-$42.2M	0.01%	556
2024 Q2	$48.3M	Buy	+242,599	New	+$45.8M	0.95%	21
2024 Q1	–	Sell	-528,696	Closed	-$76.5M	–	799
2023 Q4	$76.5M	Buy	+528,696	New	+$65.5M	1.24%	6
2023 Q1	–	Sell	-260,688	Closed	-$28.7M	–	837
2022 Q4	$28.7M	Buy	+260,688	New	+$30.5M	0.54%	47
2022 Q2	–	Sell	-7,729	Closed	-$1.18M	–	688
2022 Q1	$1.18M	Sell	7,729 -10,709	-58%	-$1.8M	0.05%	300
2021 Q4	$3.37M	Buy	+18,438	New	+$2.95M	0.19%	152
2021 Q2	–	Sell	-55,343	Closed	-$7.34M	–	610
2021 Q1	$7.34M	Buy	+55,343	New	+$7.98M	1.07%	6
2020 Q2	–	Sell	-21,700	Closed	-$1.47M	–	477
2020 Q1	$1.47M	Buy	+21,700	New	+$1.78M	0.59%	54

Other funds holding QCOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TwinBeech Capital's QCOM Position: Q4 2025 in Review

TwinBeech Capital sold out of Qualcomm (QCOM) in Q4 2025, closing a stake of 6,187 shares — an estimated $1.03M sold.

TwinBeech Capital first reported a position in QCOM in Q1 2020 and held it in 10 quarters. The position peaked at $76.5M in Q4 2023. 2,964 funds tracked by Wall St. Rank hold QCOM as of Q4 2025.

TwinBeech Capital reported no remaining Qualcomm position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 6,187 Qualcomm shares in Q4 2025, an estimated $1.03M.
TwinBeech Capital first reported a position in Qualcomm in Q1 2020 and held it in 10 quarters.
TwinBeech Capital's Qualcomm position peaked at $76.5M in Q4 2023.
2,964 funds tracked by Wall St. Rank held Qualcomm as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.