Carolina Wealth Advisors, LLC QCOM QUALCOMM INC COM

Ownership history in Carolina Wealth Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Carolina Wealth Advisors, LLC reported QUALCOMM INC COM (QCOM) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.5% in 2026 Q1. The latest visible filing shows QCOM at 0.50% 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 Carolina Wealth Advisors, LLC's position in QUALCOMM INC COM, 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 Q1

QCOM was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

How Carolina Wealth Advisors, 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 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 9,366 +7,311 +355.8% 0.50% $1.2M 2026-04-07 $124.07
2025 Q4 ADDED 2,055 +624 +43.6% 0.16% $352K 2026-01-21 $155.37
2025 Q3 ADDED 1,431 +835 +140.1% 0.10% $238K 2025-10-07 $163.57
2025 Q2 ADDED 596 +524 +727.8% 0.05% $95K 2025-07-22 $155.30
2025 Q1 ADDED 72 +44 +157.1% 0.01% $11K 2025-04-24 $143.84
2024 Q4 UNCHANGED 28 0% 0.00% $4K 2025-01-14 $155.04
2024 Q3 REDUCED 98.9% -8.6% 28 -2,557 -98.9% 0.00% $5K 2024-10-21 $163.40
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Carolina Wealth Advisors, 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 Carolina Wealth Advisors, LLC reported owning QCOM?

Carolina Wealth Advisors, LLC reported QCOM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for QCOM was 0.50% in 2026 Q1.

What is the latest reported QCOM position on this page?

The most recent filing on this page is 2026 Q1, when Carolina Wealth Advisors, LLC reported 9,366 shares, equal to 0.50% of portfolio, with an estimated market value of $1.2M.

What does the chart on this QCOM ownership page compare?

The chart compares Carolina Wealth Advisors, 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 Carolina Wealth Advisors, LLC time their QCOM position?

Based on 13F filing dates vs. subsequent QCOM price moves, Carolina Wealth Advisors, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on QCOM relative to SPY over the holding period was -7.8%.

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