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Smead Capital Management’s Qualcomm QCOM Stock Holding History

Smead Capital Management’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 		$70.3M Sell
545,810
-81,127
-13% -$11.8M 1.53% 24
2025
Q4 		$107M Sell
626,937
-43,449
-6% -$7.45M 2.23% 22
2025
Q3 		$112M Sell
670,386
-51,293
-7% -$8.14M 2.15% 23
2025
Q2 		$115M Buy
721,679
+108,583
+18% +$16M 2.3% 21
2025
Q1 		$94.2M Sell
613,096
-58,170
-9% -$9.48M 1.61% 23
2024
Q4 		$103M Sell
671,266
-16,241
-2% -$2.66M 1.6% 22
2024
Q3 		$117M Buy
687,507
+23,188
+3% +$4.09M 1.67% 21
2024
Q2 		$132M Sell
664,319
-115,483
-15% -$21.8M 2.07% 21
2024
Q1 		$132M Buy
779,802
+32,226
+4% +$4.98M 2.06% 20
2023
Q4 		$108M Buy
747,576
+5,230
+0.7% +$648K 1.94% 21
2023
Q3 		$82.4M Sell
742,346
-23,877
-3% -$2.77M 1.68% 22
2023
Q2 		$91.2M Sell
766,223
-13,477
-2% -$1.55M 1.81% 22
2023
Q1 		$99.5M Buy
779,700
+19,013
+2% +$2.36M 1.98% 21
2022
Q4 		$83.6M Buy
760,687
+65,264
+9% +$7.64M 1.79% 21
2022
Q3 		$78.6M Buy
695,423
+10,963
+2% +$1.51M 2.04% 20
2022
Q2 		$87.4M Buy
684,460
+44,087
+7% +$5.99M 2.24% 20
2022
Q1 		$97.9M Buy
640,373
+94,646
+17% +$15.9M 2.27% 20
2021
Q4 		$99.8M Buy
545,727
+85,703
+19% +$13.7M 2.6% 20
2021
Q3 		$59.3M Buy
460,024
+9,773
+2% +$1.39M 2.03% 24
2021
Q2 		$64.4M Buy
450,251
+48,462
+12% +$6.55M 2.25% 21
2021
Q1 		$53.3M Sell
401,789
-27,227
-6% -$3.93M 2.34% 21
2020
Q4 		$65.4M Sell
429,016
-17,131
-4% -$2.39M 3.78% 11
2020
Q3 		$52.5M Sell
446,147
-141,180
-24% -$15.1M 3.33% 15
2020
Q2 		$53.6M Sell
587,327
-144,117
-20% -$11.6M 3.38% 13
2020
Q1 		$49.5M Sell
731,444
-23,267
-3% -$1.91M 3.51% 16
2019
Q4 		$66.6M Buy
754,711
+13,385
+2% +$1.12M 2.96% 19
2019
Q3 		$56.5M Sell
741,326
-21,111
-3% -$1.59M 2.76% 21
2019
Q2 		$58M Buy
762,437
+397,152
+109% +$29.1M 2.79% 20
2019
Q1 		$20.8M Buy
+365,285
New +$19.7M 1.06% 27

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

Smead Capital Management's QCOM Position: Q1 2026 in Review

Smead Capital Management reduced its Qualcomm (QCOM) stake by 13% in Q1 2026, selling an estimated $11.8M and leaving 545,810 shares worth $70.3M. The position accounts for 1.53% of the portfolio, ranked #24.

Smead Capital Management first reported a position in QCOM in Q1 2019 and has held it in 29 quarters since. The position peaked at $132M in Q2 2024. 2,708 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Smead Capital Management held 545,810 shares of Qualcomm worth $70.3M as of Q1 2026.
  • Smead Capital Management sold 81,127 Qualcomm shares in Q1 2026, an estimated $11.8M.
  • Qualcomm made up 1.53% of Smead Capital Management's portfolio in Q1 2026, its #24 holding.
  • Smead Capital Management first reported a position in Qualcomm in Q1 2019 and has held it in 29 quarters since.
  • Smead Capital Management's Qualcomm position peaked at $132M in Q2 2024.
  • 2,708 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Smead Capital Management's 13F filing for Q1 2026, filed 14 May 2026.