Bank of America sale/reduction report: QCOM — Bank of America Corp DE Sells 1,994,386 Shares of Qualcomm Incorporated $QCOMBank of America 减持/退出：QCOM — Bank of America Corp DE Sells 1,994,386 Shares of Qualcomm Incorporated $QCOM
Institutional Position Change Signal: Bank of America Reduces Qualcomm (QCOM) Stake
On July 31, 2026 pre-market, Bank of America Corp DE filed a Form 8-K with the SEC disclosing a reduction of 1,994,386 common shares of Qualcomm (QCOM). This single large-scale institutional position adjustment serves as a clear reference signal for semiconductor sector institutional trends.
Per QCOM’s 13F holdings summary as of December 31, 2025, 3,051 institutional holders held a combined $276.4 billion in QCOM stock, representing 76.8% of the float; 1,076 institutional investors reduced their positions during that quarter. This intraperiod trade occurs after the quarter-end filing, and has no direct correlation to the quarterly institutional position summary data. Separately, Qualcomm’s July 29, 2026 Form 10-Q filing for Q2 2026 showed actual revenue of $9.947 billion, a 2.6% beat over market consensus, while adjusted EPS fell slightly short of estimates by 0.9%. Qualcomm’s EVP, CFO & COO Palkhiwala Akash J. completed multiple small-share sales via Form 4 filings on July 14, with each transaction involving no more than 600 shares.
This disclosed single trade only reflects Bank of America’s one-time current-period position adjustment, and cannot be used to infer a shift in its long-term investment stance on Qualcomm, nor does it signal a broad institutional sell-off across the semiconductor sector.
Follow-up markers
1. Subsequent SEC position filings from Bank of America
2. Qualcomm’s Q3 2026 earnings report scheduled for November 4, 2026
3. Weekly short interest data for QCOM
机构持仓变动信号：美国银行减持高通(QCOM)
2026年7月31日盘前，美国银行特拉华分行（Bank of America Corp DE）通过SEC Form 8-K备案文件披露，减持高通（QCOM）1,994,386股普通股。该单笔大额机构持仓调整，是半导体板块机构动向的明确参考信号。
根据高通截至2025年12月31日的13F持仓汇总，全市场共有3051家机构持有QCOM，总持仓市值达2764亿美元，占流通股比例76.8%；当季度有1076家机构选择减持持仓。本次交易属于季度末后的跨期调整，与季度末机构持仓汇总数据无直接对应关系。此外，高通于2026年7月29日发布的2026财年第二季度Form 10-Q备案显示，当季实际营收99.47亿美元，超出市场预期约2.6%，但每股收益略低于市场预期0.9%。同期，高通首席财务官兼运营官Palkhiwala Akash J.于7月14日通过多笔Form 4备案完成小额持股减持，单笔交易规模均不超过600股。
本次披露的单笔减持仅反映美国银行当期的单次持仓调整，无法推断其对高通整体长期投资立场的改变，也不代表全行业机构集体减持动向。
后续关注
1. 美国银行后续的SEC持仓备案文件
2. 高通2026年11月4日将发布的2026财年第三季度财报
3. QCOM的每周空头持仓数据
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。