QCOM
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 25.2 | P/B | 8.37 |
| EPS (TTM) | 4.84 | Dividend | 2.80% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 106.0M | 0.2% | +6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 69.3M | n/a | n/a |
| State Street | 52.1M | 0.2% | −2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 34.2M | n/a | n/a |
| Charles Schwab Investment Mgmt | 30.9M | 0.6% | +366% |
| Geode Capital Management | 29.7M | 0.2% | +3% |
Top institutional owners for QCOM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| OCT 02 | Grech Patricia Y | SELL | 98 | −$18K |
| SEP 25 | AMON CRISTIANO R | SELL | 10K | −$2M |
| SEP 23 | AMON CRISTIANO R | SELL | 10K | −$2M |
| SEP 11 | Palkhiwala Akash J. | SELL | 12 | −$2K |
| AUG 31 | Grech Patricia Y | SELL | 208 | −$35K |
| AUG 12 | Palkhiwala Akash J. | SELL | 164 | −$27K |
0 insider buys, 15 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
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