LIGHTHOUSE FINANCIAL SERVICES INC /ADV QCOM QUALCOMM INC

Ownership history in LIGHTHOUSE FINANCIAL SERVICES INC /ADV  ·  3 quarters on record

AI Ownership Summary

LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported QUALCOMM INC (QCOM) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.8% in 2025 Q4. The latest visible filing shows QCOM at 0.13% 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 LIGHTHOUSE FINANCIAL SERVICES INC /ADV'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 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2025 Q4

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

Time in book
Holding Window
2025 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.

How LIGHTHOUSE FINANCIAL SERVICES INC /ADV 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 3,475 -16,764 -82.8% 0.13% $632K 2026-07-16 $170.61
2026 Q1 REDUCED 20,239 -198 -1.0% 0.61% $2.7M 2026-04-15 $132.56
2025 Q4 INITIATED 20,437 0.80% $3.5M 2026-02-03 $145.70

FAQ About LIGHTHOUSE FINANCIAL SERVICES INC /ADV and QCOM

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

How long has LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported owning QCOM?

LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported QCOM across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported QCOM position in LIGHTHOUSE FINANCIAL SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for QCOM was 0.80% in 2025 Q4.

What is the latest reported QCOM position on this page?

The most recent filing on this page is 2026 Q2, when LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported 3,475 shares, equal to 0.13% of portfolio, with an estimated market value of $632K.

What does the chart on this QCOM ownership page compare?

The chart compares LIGHTHOUSE FINANCIAL SERVICES INC /ADV'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.

← Back to LIGHTHOUSE FINANCIAL SERVICES INC /ADV Holdings