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
2018
Q3 		– Sell
-250,000
Closed -$14M – 576
2018
Q2 		$14M Buy
250,000
+140,000
+127% +$7.81M 0.1% 131
2018
Q1 		$6.09M Sell
110,000
-189,000
-63% -$12M 0.04% 205
2017
Q4 		$19.1M Sell
299,000
-51,000
-15% -$3.09M 0.11% 109
2017
Q3 		$18.1M Buy
+350,000
New +$18.5M 0.11% 119

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.