Ownership history in 626 Financial, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which 626 Financial, LLC reported a position in QUALCOMM INC (QCOM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π 626 Financial, LLC underperformed the S&P 500 by β7.6% annually on this QCOM position. Timing score: 38% (6/16 decisions correct). Average cost basis: $162.60. Maximum drawdown during holding period: β38.6%.
β Significantly underperformed the S&P 500 by 7.6% ann.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 16 add/trim decisions correct
Best entry: $102.05 (2022 Q4) Β· Worst: $166.16 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
8 adds Β· 9 trims. Bought during 4 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.11% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size