QCOM Qualcomm

Ownership history in MATRIX ASSET ADVISORS INC/NY  ·  50 quarters on record

AI Ownership Summary

MATRIX ASSET ADVISORS INC/NY reported Qualcomm (QCOM) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.74% in 2023 Q4. The latest visible filing shows QCOM at 3.34% 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 MATRIX ASSET ADVISORS INC/NY's position in Qualcomm, 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
2025 Q4

QCOM was reported at 3.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.74% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 MATRIX ASSET ADVISORS INC/NY held QCOM — position size vs. price
% of Fund (quarterly)    QCOM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 217,557 +520 +0.2% 3.34% $37.2M 2026-02-14 (Est.) $139.80
2025 Q3 ADDED 217,037 +9,304 +4.5% 3.35% $36.1M 2025-10-14 $159.89
2025 Q2 ADDED 207,733 +17,036 +8.9% 3.35% $33.1M 2025-07-25 $155.70
2025 Q1 ADDED 190,697 +16,443 +9.4% 3.23% $29.3M 2025-04-22 $135.56
2024 Q4 ADDED 174,254 +6,594 +3.9% 2.92% $26.8M 2025-01-22 $165.45
2024 Q3 ADDED 167,660 +22,921 +15.8% 3.17% $28.5M 2024-10-10 $162.93
2024 Q2 REDUCED 144,739 -38,617 -21.1% 3.44% $28.8M 2024-07-15 $200.24
2024 Q1 REDUCED 183,356 -19,756 -9.7% 3.71% $31.0M 2024-04-15 $162.69
2023 Q4 REDUCED 203,112 -2,793 -1.4% 3.74% $29.4M 2024-01-24 $147.13
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MATRIX ASSET ADVISORS INC/NY and QCOM

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

How long has MATRIX ASSET ADVISORS INC/NY reported owning QCOM?

MATRIX ASSET ADVISORS INC/NY reported QCOM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported QCOM position in MATRIX ASSET ADVISORS INC/NY's portfolio?

The largest reported portfolio weight for QCOM was 3.74% in 2023 Q4.

What is the latest reported QCOM position on this page?

The most recent filing on this page is 2025 Q4, when MATRIX ASSET ADVISORS INC/NY reported 217,557 shares, equal to 3.34% of portfolio, with an estimated market value of $37.2M.

What does the chart on this QCOM ownership page compare?

The chart compares MATRIX ASSET ADVISORS INC/NY'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.

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