Qualcomm Incorporated $QCOM is Holowesko Partners Ltd.’s 3rd Largest Position

Posted by Brian Himes on Jun 8th, 2026

Holowesko Partners Ltd. boosted its position in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 1.6% in the 4th quarter, HoldingsChannel.com reports. The firm owned 155,000 shares of the wireless technology company’s stock after buying an additional 2,400 shares during the period. Qualcomm accounts for about 9.2% of Holowesko Partners Ltd.’s holdings, making the stock its 3rd largest holding. Holowesko Partners Ltd.’s holdings in Qualcomm were worth $26,513,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of QCOM. MUFG Securities EMEA plc increased its position in Qualcomm by 112.2% during the fourth quarter. MUFG Securities EMEA plc now owns 43,986 shares of the wireless technology company’s stock worth $7,524,000 after buying an additional 23,262 shares in the last quarter. Swedbank AB increased its position in Qualcomm by 1.5% during the fourth quarter. Swedbank AB now owns 1,533,420 shares of the wireless technology company’s stock worth $262,291,000 after buying an additional 23,110 shares in the last quarter. NBC Securities Inc. increased its position in Qualcomm by 47.5% during the fourth quarter. NBC Securities Inc. now owns 18,691 shares of the wireless technology company’s stock worth $3,197,000 after buying an additional 6,018 shares in the last quarter. Sequoia Financial Advisors LLC increased its position in Qualcomm by 5.7% during the fourth quarter. Sequoia Financial Advisors LLC now owns 143,690 shares of the wireless technology company’s stock worth $24,578,000 after buying an additional 7,804 shares in the last quarter. Finally, Valley Wealth Managers Inc. increased its position in Qualcomm by 6.1% during the fourth quarter. Valley Wealth Managers Inc. now owns 40,009 shares of the wireless technology company’s stock worth $6,844,000 after buying an additional 2,288 shares in the last quarter. 74.35% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Qualcomm

In related news, CAO Patricia Y. Grech sold 829 shares of Qualcomm stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $201.77, for a total value of $167,267.33. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Cristiano R. Amon sold 10,000 shares of Qualcomm stock in a transaction on Monday, May 4th. The shares were sold at an average price of $180.00, for a total value of $1,800,000.00. Following the completion of the transaction, the chief executive officer owned 197,568 shares in the company, valued at $35,562,240. The trade was a 4.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 19,306 shares of company stock worth $3,435,583 over the last ninety days. 0.05% of the stock is owned by insiders.

Wall Street Analyst Weigh In

QCOM has been the subject of several recent research reports. Loop Capital raised Qualcomm from a “hold” rating to a “buy” rating and set a $185.00 price target for the company in a research report on Tuesday, February 24th. JPMorgan Chase & Co. raised their price target on Qualcomm from $140.00 to $160.00 and gave the stock a “neutral” rating in a research report on Thursday, April 30th. Summit Insights raised Qualcomm from a “hold” rating to a “buy” rating in a research report on Thursday, April 30th. UBS Group downgraded Qualcomm from a “neutral” rating to an “underperform” rating in a research report on Friday, May 8th. Finally, Zacks Research raised Qualcomm from a “strong sell” rating to a “hold” rating in a research report on Monday, May 4th. Fourteen research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $181.79.

View Our Latest Research Report on QCOM

Qualcomm Price Performance

Shares of NASDAQ:QCOM opened at $215.94 on Monday. The company has a market cap of $227.60 billion, a P/E ratio of 23.47, a P/E/G ratio of 26.75 and a beta of 1.59. The company has a quick ratio of 1.61, a current ratio of 2.37 and a debt-to-equity ratio of 0.54. Qualcomm Incorporated has a 52 week low of $121.99 and a 52 week high of $259.92. The business has a fifty day simple moving average of $176.66 and a 200-day simple moving average of $163.38.

Qualcomm (NASDAQ:QCOM – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The wireless technology company reported $2.65 EPS for the quarter, beating analysts’ consensus estimates of $2.56 by $0.09. The business had revenue of $10.60 billion during the quarter, compared to the consensus estimate of $10.59 billion. Qualcomm had a return on equity of 42.11% and a net margin of 22.31%.The business’s revenue for the quarter was down 3.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.85 earnings per share. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. Equities research analysts forecast that Qualcomm Incorporated will post 7.99 EPS for the current year.

Qualcomm declared that its Board of Directors has authorized a share buyback plan on Tuesday, March 17th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the wireless technology company to reacquire up to 14.5% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s management believes its shares are undervalued.

Qualcomm Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Thursday, June 4th will be issued a $0.92 dividend. The ex-dividend date is Thursday, June 4th. This is an increase from Qualcomm’s previous quarterly dividend of $0.89. This represents a $3.68 dividend on an annualized basis and a yield of 1.7%. Qualcomm’s payout ratio is 40.00%.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

Negative Sentiment: Qualcomm shares fell as a broad chip selloff hit the sector after Broadcom earnings and a stronger-than-expected U.S. jobs report fueled rate-hike concerns and pressure on semiconductor names. Why Qualcomm (QCOM) Stock Is Nosediving
Negative Sentiment: Nvidia’s new AI PC chip has intensified competition in Windows laptops, raising concerns that Qualcomm’s Snapdragon franchise could face more pricing and share pressure. Qualcomm stock under pressure as Nvidia unveils new AI PC chip
Negative Sentiment: Another market update highlighted Qualcomm’s recent weakness even as broader markets rose, reflecting investor caution around the stock’s near-term setup. Qualcomm (QCOM) Stock Slides as Market Rises: Facts to Know Before You Trade
Neutral Sentiment: Qualcomm was rated a “Hold” in a recent valuation check that noted its AI growth initiatives, but also the stock’s volatile trading around Nvidia-related competition. 1 High-Flying Artificial Intelligence Stock You Might Want to Avoid Buying Right Now
Neutral Sentiment: Primax announced Qualcomm-powered edge AI conference platforms, which supports Qualcomm’s presence in AI hardware but appears to be a smaller commercial win rather than a major stock-moving catalyst. Primax Advances AI Conference Solutions with Qualcomm-Powered Edge AI Platforms

About Qualcomm

(Free Report)

Qualcomm Incorporated is a global semiconductor and telecommunications equipment company headquartered in San Diego, California. Founded in 1985, the company is known for its development of wireless technologies and for playing a central role in the evolution of digital cellular standards, including CDMA and subsequent generations of mobile standards. Qualcomm’s business combines the design and sale of semiconductor products with a patent licensing program for wireless technologies and related intellectual property.

The company’s product portfolio includes system-on-chip (SoC) platforms marketed under the Snapdragon brand, cellular modem and RF front-end components, connectivity solutions for Wi‑Fi and Bluetooth, and processors and platforms aimed at automotive, IoT, networking and edge-computing applications.