Brad Gerstner’s Qualcomm QCOM Stock Holding History

Brad Gerstner’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	$348M	Buy	+1,882,490	New	+$352M	3.54%	11
2014 Q2	–	Sell	-25,000	Closed	-$1.97M	–	34
2014 Q1	$1.97M	Hold	25,000	–	–	0.2%	26
2013 Q4	$1.86M	Hold	25,000	–	–	0.22%	24
2013 Q3	$1.68M	Hold	25,000	–	–	0.22%	21
2013 Q2	$1.53M	Buy	+25,000	New	+$1.59M	0.27%	21

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

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brad Gerstner's QCOM Position: Q2 2026 in Review

Brad Gerstner opened a new position in Qualcomm (QCOM) in Q2 2026: 1,882,490 shares worth $348M. The stake represents 3.54% of the portfolio and ranks #11 among its holdings. This is a return to the name: Brad Gerstner previously reported a position in QCOM as recently as Q1 2014.

Brad Gerstner first reported a position in QCOM in Q2 2013 and has held it in 5 quarters since. 2,895 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

Brad Gerstner held 1,882,490 shares of Qualcomm worth $348M as of Q2 2026.
Qualcomm was a new Brad Gerstner position in Q2 2026.
Qualcomm made up 3.54% of Brad Gerstner's portfolio in Q2 2026, its #11 holding.
Brad Gerstner first reported a position in Qualcomm in Q2 2013 and has held it in 5 quarters since.
2,895 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Altimeter Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.