NewEdge Wealth, LLC QCOM — QUALCOMM INC

Ownership history in NewEdge Wealth, LLC  ·  21 quarters on record

AI Ownership Summary

NewEdge Wealth, LLC reported QUALCOMM INC (QCOM) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.68% in 2025 Q3. The latest visible filing shows QCOM at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QCOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NewEdge Wealth, LLC's position in QUALCOMM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

QCOM was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QCOM stock page NewEdge Wealth, LLC fund profile NewEdge Wealth, LLC full holdings
How NewEdge Wealth, LLC held QCOM — position size vs. price
% of Fund (quarterly)    QCOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 303,026 +4,343 +1.5% 0.56% $56.0M 2026-08-10 $162.17
2026 Q1 ADDED — — — 298,683 +19,412 +7.0% 0.46% $38.5M 2026-05-13 $212.39
2025 Q4 ADDED — — — 279,271 +15,143 +5.7% 0.54% $47.8M 2026-02-03 $145.70
2025 Q3 ADDED — — — 264,128 +77,480 +41.5% 0.68% $47.5M 2025-11-07 $168.31
2025 Q2 ADDED — — — 186,648 +4,099 +2.2% 0.43% $27.2M 2025-08-11 $144.92
2025 Q1 ADDED — — — 182,549 +131,713 +259.1% 0.51% $28.0M 2025-05-09 $141.33
2024 Q4 ADDED — — — 50,836 +1,188 +2.4% 0.14% $7.8M 2025-02-05 $170.28
2024 Q3 ADDED — — — 49,648 +18,022 +57.0% 0.15% $8.4M 2024-11-12 $157.40
2024 Q2 REDUCED — — — 31,626 -159 -0.5% 0.14% $6.3M 2024-08-02 $152.67
2024 Q1 ADDED — — — 31,785 +11,108 +53.7% 0.13% $5.7M 2024-05-06 $173.56
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding QCOM

As of 2026 Q2 — sorted by position size

Torrey Growth & Income Advisors 26.97% Shengqi Capital (Hong Kong) Ltd 19.03% Shengqi Capital (Hong Kong) Ltd 15.76% Aspex Management (HK) Ltd 3Y 13.22% Tensor Edge Capital, LLC 9.78% Spectrum Financial Alliance Ltd LLC 3Y 7Y 8.95% Maj Invest Holding A/S 3Y 7Y 8.82% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 7.2% Fourier Capital Management Ltd 6.85% Ratan Capital Management LP 3Y 7Y 6.47%

FAQ About NewEdge Wealth, LLC and QCOM

These are the practical questions this page is built to answer before you even open the full history table.

How long has NewEdge Wealth, LLC reported owning QCOM?

NewEdge Wealth, LLC reported QCOM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported QCOM position in NewEdge Wealth, LLC's portfolio?

The largest reported portfolio weight for QCOM was 0.68% in 2025 Q3.

What is the latest reported QCOM position on this page?

The most recent filing on this page is 2026 Q2, when NewEdge Wealth, LLC reported 303,026 shares, equal to 0.56% of portfolio, with an estimated market value of $56.0M.

What does the chart on this QCOM ownership page compare?

The chart compares NewEdge Wealth, LLC's quarterly QCOM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NewEdge Wealth, LLC time their QCOM position?

Based on 13F filing dates vs. subsequent QCOM price moves, NewEdge Wealth, LLC correctly timed 9 out of 20 reported position changes (45%). The annualised alpha on QCOM relative to SPY over the holding period was +12.9%.

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