Private Wealth Partners LLC raised its Qualcomm holding by 3.5% in the third quarter, adding 4,247 shares to reach a total of 125,447 shares. At the reporting date, this position was valued at $20.87 million, representing 1.5% of the firm’s total assets and ranking Qualcomm as its 19th largest holding.

Several major asset managers also increased their positions in Qualcomm during the second quarter. Vanguard Group added 290,799 shares, lifting its total to 114.66 million shares valued at $18.26 billion. State Street acquired an additional 420,352 shares, bringing its holding to 53.67 million shares worth $8.55 billion. New money from Norges Bank established a position valued at $2.71 billion, while Amundi grew its stake by 38.2% to 11.53 million shares ($1.87 billion) and Legal & General added 74,243 shares to reach 9.17 million shares ($1.46 billion). Combined institutional ownership stands at 74.35%.

In its latest quarter, Qualcomm delivered $3.00 in earnings per share, beating consensus by $0.13, on revenue of $11.27 billion, a 10% year-over-year increase. Return on equity reached 43.2% and net margin was 12.5%. Management set first-quarter 2026 EPS guidance between $3.30 and $3.50, while analysts forecast full-year EPS of $9.39. These figures underscore strong profitability in Snapdragon and licensing segments as 5G adoption continues to expand.

Qualcomm declared a quarterly dividend of $0.89 per share, translating to an annualized payout of $3.56 and a yield of 2.3% based on recent averages. Payout ratio stands at 72.8%. On the insider front, CAO Patricia Grech sold 203 shares and EVP Akash Palkhiwala sold 3,333 shares in recent transactions, while total insider sales over the past 90 days reached 44,820 shares valued at $7.88 million, representing 0.05% of outstanding stock.