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
2026 Q2	$2.29M	Buy	+12,393	New	+$2.32M	0.41%	75
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TwinBeech Capital's QCOM Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Qualcomm (QCOM) in Q2 2026: 12,393 shares worth $2.29M. The stake represents 0.41% of the portfolio and ranks #75 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in QCOM as recently as Q3 2025.

TwinBeech Capital first reported a position in QCOM in Q1 2020 and has held it in 11 quarters since. The position peaked at $76.5M in Q4 2023. 3,027 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

TwinBeech Capital held 12,393 shares of Qualcomm worth $2.29M as of Q2 2026.
Qualcomm was a new TwinBeech Capital position in Q2 2026.
Qualcomm made up 0.41% of TwinBeech Capital's portfolio in Q2 2026, its #75 holding.
TwinBeech Capital first reported a position in Qualcomm in Q1 2020 and has held it in 11 quarters since.
TwinBeech Capital's Qualcomm position peaked at $76.5M in Q4 2023.
3,027 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.