David Tepper’s Qualcomm QCOM Stock Holding History

David Tepper’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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

David Tepper's QCOM Position: Q1 2026 in Review

David Tepper reduced its Qualcomm (QCOM) stake by 56% in Q1 2026, selling an estimated $94.3M and leaving 498,613 shares worth $64.2M. The position accounts for 1.08% of the portfolio, ranked #21.

David Tepper first reported a position in QCOM in Q3 2016 and has held it in 20 quarters since. The position peaked at $220M in Q2 2023. 2,720 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

David Tepper held 498,613 shares of Qualcomm worth $64.2M as of Q1 2026.
David Tepper sold 646,387 Qualcomm shares in Q1 2026, an estimated $94.3M.
Qualcomm made up 1.08% of David Tepper's portfolio in Q1 2026, its #21 holding.
David Tepper first reported a position in Qualcomm in Q3 2016 and has held it in 20 quarters since.
David Tepper's Qualcomm position peaked at $220M in Q2 2023.
2,720 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Appaloosa LP's 13F filing for Q1 2026, filed 15 May 2026.