Van Den Berg Management I’s Qualcomm QCOM Stock Holding History

Van Den Berg Management I’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	$8M	Buy	62,118 +4,413	+8%	+$644K	1.83%	20
2025 Q4	$9.87M	Sell	57,705 -649	-1%	-$111K	2.26%	12
2025 Q3	$9.71M	Buy	58,354 +52	+0.1%	+$8.25K	2.43%	14
2025 Q2	$9.29M	Buy	58,302 +1,526	+3%	+$225K	2.64%	14
2025 Q1	$8.72M	Sell	56,776 -182	-0.3%	-$29.7K	2.67%	12
2024 Q4	$8.75M	Buy	56,958 +104	+0.2%	+$17K	2.52%	12
2024 Q3	$9.67M	Buy	56,854 +97	+0.2%	+$17.1K	2.8%	10
2024 Q2	$11.3M	Sell	56,757 -5,441	-9%	-$1.03M	3.35%	7
2024 Q1	$10.5M	Buy	62,198 +233	+0.4%	+$36K	3.09%	10
2023 Q4	$8.96M	Buy	61,965 +262	+0.4%	+$32.4K	2.98%	9
2023 Q3	$6.85M	Buy	61,703 +4,712	+8%	+$547K	2.4%	13
2023 Q2	$6.78M	Buy	56,991 +3,104	+6%	+$357K	2.44%	15
2023 Q1	$6.87M	Buy	53,887 +1,055	+2%	+$131K	2.56%	12
2022 Q4	$5.81M	Sell	52,832 -29,916	-36%	-$3.5M	2.16%	17
2022 Q3	$9.35M	Buy	82,748 +6,031	+8%	+$829K	2.77%	11
2022 Q2	$9.8M	Buy	76,717 +6,318	+9%	+$858K	2.61%	11
2022 Q1	$10.8M	Sell	70,399 -19,685	-22%	-$3.3M	2.42%	14
2021 Q4	$16.5M	Buy	90,084 +28,023	+45%	+$4.49M	2.99%	8
2021 Q3	$8.01M	Buy	62,061 +3,460	+6%	+$491K	1.57%	25
2021 Q2	$8.38M	Buy	+58,601	New	+$7.92M	1.65%	24
2014 Q2	–	Sell	-2,710	Closed	-$214K	–	107
2014 Q1	$214K	Hold	2,710	–	–	0.01%	95
2013 Q4	$201K	Buy	+2,710	New	+$191K	0.02%	98

Other funds holding QCOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Van Den Berg Management I's QCOM Position: Q1 2026 in Review

Van Den Berg Management I increased its Qualcomm (QCOM) stake by 7.6% in Q1 2026, buying an estimated $644K and bringing the position to 62,118 shares worth $8M. The position accounts for 1.83% of the portfolio, ranked #20.

Van Den Berg Management I first reported a position in QCOM in Q4 2013 and has held it in 22 quarters since. The position peaked at $16.5M in Q4 2021. 2,710 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

Van Den Berg Management I held 62,118 shares of Qualcomm worth $8M as of Q1 2026.
Van Den Berg Management I bought 4,413 Qualcomm shares in Q1 2026, an estimated $644K.
Qualcomm made up 1.83% of Van Den Berg Management I's portfolio in Q1 2026, its #20 holding.
Van Den Berg Management I first reported a position in Qualcomm in Q4 2013 and has held it in 22 quarters since.
Van Den Berg Management I's Qualcomm position peaked at $16.5M in Q4 2021.
2,710 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

Based on Van Den Berg Management I's 13F filing for Q1 2026, filed 15 May 2026.