Appaloosa LP’s Qualcomm QCOM Stock Holding History

Appaloosa LP’s Portfolio QCOM Stock Details QCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.2M	Sell	250,000 -248,613	-50%	-$46.5M	0.6%	21
2026 Q1	$64.2M	Sell	498,613 -646,387	-56%	-$94.3M	1.08%	21
2025 Q4	$196M	Sell	1,145,000 -100,000	-8%	-$17.1M	2.83%	13
2025 Q3	$207M	Buy	1,245,000 +895,000	+256%	+$142M	2.81%	15
2025 Q2	$55.7M	Hold	350,000	–	–	0.86%	25
2025 Q1	$53.8M	Sell	350,000 -450,000	-56%	-$73.4M	0.64%	24
2024 Q4	$123M	Hold	800,000	–	–	1.9%	16
2024 Q3	$136M	Sell	800,000 -40,000	-5%	-$7.06M	2.02%	14
2024 Q2	$167M	Sell	840,000 -150,000	-15%	-$28.3M	2.71%	11
2024 Q1	$168M	Sell	990,000 -10,000	-1%	-$1.55M	2.48%	13
2023 Q4	$145M	Sell	1,000,000 -300,000	-23%	-$37.2M	2.5%	11
2023 Q3	$144M	Sell	1,300,000 -550,000	-30%	-$63.8M	2.85%	11
2023 Q2	$220M	Buy	+1,850,000	New	+$213M	4.09%	10
2021 Q4	–	Sell	-490,000	Closed	-$63.2M	–	51
2021 Q3	$63.2M	Sell	490,000 -23,000	-4%	-$3.26M	1.51%	26
2021 Q2	$73.3M	Sell	513,000 -237,000	-32%	-$32M	1.52%	22
2021 Q1	$99.4M	Buy	750,000 +150,000	+25%	+$21.6M	1.43%	20
2020 Q4	$91.4M	Buy	+600,000	New	+$83.6M	1.37%	21
2020 Q3	–	Sell	-515,500	Closed	-$47M	–	35
2020 Q2	$47M	Sell	515,500 -41,500	-7%	-$3.33M	0.82%	25
2020 Q1	$37.7M	Buy	+557,000	New	+$45.7M	1.15%	17
2017 Q1	–	Sell	-1,400,000	Closed	-$91.3M	–	58
2016 Q4	$91.3M	Buy	1,400,000 +500,000	+56%	+$33.6M	1.62%	20
2016 Q3	$61.6M	Buy	+900,000	New	+$54.7M	1.4%	24

Other funds holding QCOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Appaloosa LP's QCOM Position: Q2 2026 in Review

Appaloosa LP reduced its Qualcomm (QCOM) stake by 50% in Q2 2026, selling an estimated $46.5M and leaving 250,000 shares worth $46.2M. The position accounts for 0.6% of the portfolio, ranked #21.

Appaloosa LP first reported a position in QCOM in Q3 2016 and has held it in 21 quarters since. The position peaked at $220M in Q2 2023. 3,008 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

Appaloosa LP held 250,000 shares of Qualcomm worth $46.2M as of Q2 2026.
Appaloosa LP sold 248,613 Qualcomm shares in Q2 2026, an estimated $46.5M.
Qualcomm made up 0.6% of Appaloosa LP's portfolio in Q2 2026, its #21 holding.
Appaloosa LP first reported a position in Qualcomm in Q3 2016 and has held it in 21 quarters since.
Appaloosa LP's Qualcomm position peaked at $220M in Q2 2023.
3,008 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Appaloosa LP's 13F filing for Q2 2026, filed 14 Aug 2026.