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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Grantham, Mayo, Van Otterloo & Co (GMO)'s QCOM Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) reduced its Qualcomm (QCOM) stake by 46% in Q2 2026, selling an estimated $37.8M and leaving 241,187 shares worth $44.6M. The position accounts for 0.1% of the portfolio, ranked #85.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in QCOM in Q2 2013 and has held it in 45 quarters since. The position peaked at $934M in Q4 2014. 3,021 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 241,187 shares of Qualcomm worth $44.6M as of Q2 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 202,274 Qualcomm shares in Q2 2026, an estimated $37.8M.
  • Qualcomm made up 0.1% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #85 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Qualcomm in Q2 2013 and has held it in 45 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Qualcomm position peaked at $934M in Q4 2014.
  • 3,021 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.