Grantham, Mayo, Van Otterloo & Co (GMO)
QCOM icon

Grantham, Mayo, Van Otterloo & Co (GMO)’s Qualcomm QCOM Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$57.1M Buy
443,461
+92,485
+26% +$13.5M 0.15% 63
2025
Q4 		$60M Buy
350,976
+1,296
+0.4% +$222K 0.15% 57
2025
Q3 		$58.2M Buy
349,680
+108,295
+45% +$17.2M 0.16% 61
2025
Q2 		$38.4M Sell
241,385
-50,963
-17% -$7.5M 0.12% 97
2025
Q1 		$44.9M Buy
292,348
+113,727
+64% +$18.5M 0.14% 87
2024
Q4 		$27.4M Buy
178,621
+105,469
+144% +$17.3M 0.09% 153
2024
Q3 		$12.4M Sell
73,152
-68,569
-48% -$12.1M 0.04% 249
2024
Q2 		$28.2M Sell
141,721
-261,654
-65% -$49.4M 0.1% 142
2024
Q1 		$68.3M Sell
403,375
-177,671
-31% -$27.5M 0.25% 53
2023
Q4 		$84M Sell
581,046
-68,135
-10% -$8.44M 0.37% 48
2023
Q3 		$72.1M Buy
649,181
+120,761
+23% +$14M 0.34% 55
2023
Q2 		$62.9M Buy
528,420
+198,244
+60% +$22.8M 0.29% 60
2023
Q1 		$42.1M Buy
330,176
+46,100
+16% +$5.73M 0.21% 86
2022
Q4 		$31.2M Buy
284,076
+106,064
+60% +$12.4M 0.17% 130
2022
Q3 		$20.1M Sell
178,012
-27,800
-14% -$3.82M 0.12% 186
2022
Q2 		$26.3M Buy
205,812
+102,938
+100% +$14M 0.14% 154
2022
Q1 		$15.7M Sell
102,874
-3,621
-3% -$607K 0.08% 206
2021
Q4 		$19.5M Buy
106,495
+19,618
+23% +$3.14M 0.09% 175
2021
Q3 		$11.2M Buy
+86,877
New +$12.3M 0.06% 234
2021
Q1 		– Sell
-50,200
Closed -$7.65M – 919
2020
Q4 		$7.65M Sell
50,200
-3,600
-7% -$501K 0.05% 230
2020
Q3 		$6.33M Buy
+53,800
New +$5.75M 0.05% 205
2019
Q1 		– Sell
-1,323,851
Closed -$75.3M – 739
2018
Q4 		$75.3M Sell
1,323,851
-2,272,820
-63% -$138M 0.6% 44
2018
Q3 		$259M Sell
3,596,671
-1,068,250
-23% -$70.3M 1.76% 19
2018
Q2 		$262M Sell
4,664,921
-906,293
-16% -$50.6M 1.86% 17
2018
Q1 		$309M Sell
5,571,214
-162,819
-3% -$10.4M 1.89% 13
2017
Q4 		$367M Buy
5,734,033
+259,622
+5% +$15.7M 2.17% 8
2017
Q3 		$284M Sell
5,474,411
-424,432
-7% -$22.5M 1.66% 17
2017
Q2 		$326M Sell
5,898,843
-101,224
-2% -$5.65M 1.8% 14
2017
Q1 		$344M Sell
6,000,067
-805,223
-12% -$46.7M 1.94% 12
2016
Q4 		$444M Sell
6,805,290
-1,482,356
-18% -$99.6M 2.39% 9
2016
Q3 		$568M Sell
8,287,646
-855,014
-9% -$52M 2.68% 7
2016
Q2 		$490M Buy
9,142,660
+537,905
+6% +$28.3M 2.01% 11
2016
Q1 		$440M Sell
8,604,755
-422,756
-5% -$20.6M 1.64% 15
2015
Q4 		$451M Sell
9,027,511
-809,045
-8% -$43.2M 1.62% 17
2015
Q3 		$529M Sell
9,836,556
-197,968
-2% -$11.8M 1.84% 15
2015
Q2 		$628M Sell
10,034,524
-1,836,000
-15% -$125M 2.03% 14
2015
Q1 		$823M Sell
11,870,524
-694,821
-6% -$49M 2.46% 12
2014
Q4 		$934M Buy
12,565,345
+2,358,541
+23% +$173M 2.51% 12
2014
Q3 		$763M Sell
10,206,804
-825,296
-7% -$63.1M 2.02% 14
2014
Q2 		$874M Sell
11,032,100
-344,338
-3% -$27.4M 2.37% 13
2014
Q1 		$897M Buy
11,376,438
+1,701,453
+18% +$128M 2.34% 13
2013
Q4 		$718M Buy
9,674,985
+2,352,731
+32% +$166M 1.74% 17
2013
Q3 		$493M Buy
7,322,254
+1,572,341
+27% +$103M 1.3% 21
2013
Q2 		$351M Buy
+5,749,913
New +$367M 0.91% 26

Other funds holding QCOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s QCOM Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Qualcomm (QCOM) stake by 26% in Q1 2026, buying an estimated $13.5M and bringing the position to 443,461 shares worth $57.1M. The position accounts for 0.15% of the portfolio, ranked #63.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in QCOM in Q2 2013 and has held it in 44 quarters since. The position peaked at $934M in Q4 2014. 2,705 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 443,461 shares of Qualcomm worth $57.1M as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 92,485 Qualcomm shares in Q1 2026, an estimated $13.5M.
  • Qualcomm made up 0.15% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #63 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Qualcomm in Q2 2013 and has held it in 44 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Qualcomm position peaked at $934M in Q4 2014.
  • 2,705 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.