CRUX WEALTH ADVISORS QCOM — QUALCOMM INC

Ownership history in CRUX WEALTH ADVISORS  ·  7 quarters on record

AI Ownership Summary

CRUX WEALTH ADVISORS reported QUALCOMM INC (QCOM) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.34% in 2025 Q3. The latest visible filing shows QCOM at 0.12% 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.

What this QCOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CRUX WEALTH ADVISORS'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 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% 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 Q4 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 CRUX WEALTH ADVISORS fund profile CRUX WEALTH ADVISORS full holdings
How CRUX WEALTH ADVISORS 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 Q2 REDUCED — — — 1,878 -3,226 -63.2% 0.12% $347K 2026-07-21 $173.50
2026 Q1 REDUCED — — — 5,104 -13 -0.3% 0.25% $657K 2026-04-24 $148.30
2025 Q4 REDUCED — — — 5,117 -62 -1.2% 0.33% $875K 2026-01-21 $154.80
2025 Q3 ADDED — — — 5,179 +284 +5.8% 0.34% $862K 2025-11-13 $171.87
2025 Q2 ADDED — — — 4,895 +1,203 +32.6% 0.33% $780K 2025-07-29 $158.73
2025 Q1 ADDED — — — 3,692 +733 +24.8% 0.30% $567K 2025-05-13 $147.33
2024 Q4 INITIATED — — — 2,959 — — 0.25% $455K 2025-02-13 $166.69

🏢 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% 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% Orin Green Financial, LLC 3Y 5.83% SPRING CAPITAL MANAGEMENT, LLC 3Y 5.15% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 5.08%

FAQ About CRUX WEALTH ADVISORS and QCOM

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

How long has CRUX WEALTH ADVISORS reported owning QCOM?

CRUX WEALTH ADVISORS reported QCOM across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported QCOM position in CRUX WEALTH ADVISORS's portfolio?

The largest reported portfolio weight for QCOM was 0.34% in 2025 Q3.

What is the latest reported QCOM position on this page?

The most recent filing on this page is 2026 Q2, when CRUX WEALTH ADVISORS reported 1,878 shares, equal to 0.12% of portfolio, with an estimated market value of $347K.

What does the chart on this QCOM ownership page compare?

The chart compares CRUX WEALTH ADVISORS'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 CRUX WEALTH ADVISORS time their QCOM position?

Based on 13F filing dates vs. subsequent QCOM price moves, CRUX WEALTH ADVISORS correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on QCOM relative to SPY over the holding period was -11.9%.

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