Jeremy Grantham's QCOM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 350,976 shares of QUALCOMM Incorporated (QCOM) worth $60.03 M, representing 0.15% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in QCOM, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 2.36 M shares. Largest reduction occurred in Q4 2018, reducing 2.27 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's QUALCOMM Incorporated (QCOM) Holding Value Over Time
Track share changes against reported price movement
Quarterly QUALCOMM Incorporated (QCOM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1,296 | Add 0.37% | 350,976 | $171.05 |
| Q3 2025 | +108,295 | Add 44.86% | 349,680 | $166.36 |
| Q2 2025 | -50,963 | Reduce 17.43% | 241,385 | $159.26 |
| Q1 2025 | +113,727 | Add 63.67% | 292,348 | $153.61 |
| Q4 2024 | +105,469 | Add 144.18% | 178,621 | $153.62 |
| Q3 2024 | -68,569 | Reduce 48.38% | 73,152 | $170.05 |
| Q2 2024 | -261,654 | Reduce 64.87% | 141,721 | $199.18 |
| Q1 2024 | -177,671 | Reduce 30.58% | 403,375 | $169.30 |
| Q4 2023 | -68,135 | Reduce 10.50% | 581,046 | $144.63 |
| Q3 2023 | +120,761 | Add 22.85% | 649,181 | $111.06 |
| Q2 2023 | +198,244 | Add 60.04% | 528,420 | $119.04 |
| Q1 2023 | +46,100 | Add 16.23% | 330,176 | $127.58 |
| Q4 2022 | +106,064 | Add 59.58% | 284,076 | $109.94 |
| Q3 2022 | -27,800 | Reduce 13.51% | 178,012 | $112.98 |
| Q2 2022 | +102,938 | Add 100.06% | 205,812 | $127.74 |
| Q1 2022 | -3,621 | Reduce 3.40% | 102,874 | $152.82 |
| Q4 2021 | +19,618 | Add 22.58% | 106,495 | $182.87 |
| Q3 2021 | +86,877 | New Buy | 86,877 | $128.98 |
| Q1 2021 | -50,200 | Sold Out | 0 | $0.00 |
| Q4 2020 | -3,600 | Reduce 6.69% | 50,200 | $152.33 |
| Q3 2020 | +53,800 | New Buy | 53,800 | $117.68 |
| Q1 2019 | -1.32 M | Sold Out | 0 | $0.00 |
| Q4 2018 | -2.27 M | Reduce 63.19% | 1.32 M | $56.91 |
| Q3 2018 | -1.07 M | Reduce 22.90% | 3.6 M | $72.03 |
| Q2 2018 | -906,293 | Reduce 16.27% | 4.66 M | $56.12 |
| Q1 2018 | -162,819 | Reduce 2.84% | 5.57 M | $55.41 |
| Q4 2017 | +259,622 | Add 4.74% | 5.73 M | $64.02 |
| Q3 2017 | -424,432 | Reduce 7.20% | 5.47 M | $51.84 |
| Q2 2017 | -101,224 | Reduce 1.69% | 5.9 M | $55.22 |
| Q1 2017 | -805,223 | Reduce 11.83% | 6 M | $57.34 |
| Q4 2016 | -1.48 M | Reduce 17.89% | 6.81 M | $65.20 |
| Q3 2016 | -855,014 | Reduce 9.35% | 8.29 M | $68.50 |
| Q2 2016 | +537,905 | Add 6.25% | 9.14 M | $53.57 |
| Q1 2016 | -422,756 | Reduce 4.68% | 8.6 M | $51.14 |
| Q4 2015 | -809,045 | Reduce 8.22% | 9.03 M | $49.98 |
| Q3 2015 | -197,968 | Reduce 1.97% | 9.84 M | $53.73 |
| Q2 2015 | -1.84 M | Reduce 15.47% | 10.03 M | $62.63 |
| Q1 2015 | -694,821 | Reduce 5.53% | 11.87 M | $69.34 |
| Q4 2014 | +2.36 M | Add 23.11% | 12.57 M | $74.33 |
| Q3 2014 | -825,296 | Reduce 7.48% | 10.21 M | $74.77 |
| Q2 2014 | -344,338 | Reduce 3.03% | 11.03 M | $79.20 |
| Q1 2014 | +1.7 M | Add 17.59% | 11.38 M | $78.86 |
| Q4 2013 | +2.35 M | Add 32.13% | 9.67 M | $74.25 |
| Q3 2013 | +1.57 M | Add 27.35% | 7.32 M | $67.36 |
| Q2 2013 | +5.75 M | Add 0.00% | 5.75 M | $61.08 |
Jeremy Grantham's QUALCOMM Incorporated Investment FAQs
Jeremy Grantham first purchased QUALCOMM Incorporated (QCOM) in Q2 2013, acquiring 5,749,913 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held QUALCOMM Incorporated (QCOM) for 45 quarters since Q2 2013.
Jeremy Grantham's largest addition to QUALCOMM Incorporated (QCOM) was in Q2 2013, adding 5,749,913 shares worth $351.2 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 350,976 shares of QUALCOMM Incorporated (QCOM), valued at approximately $60.03 M.
As of the Q4 2025 filing, QUALCOMM Incorporated (QCOM) represents approximately 0.15% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in QUALCOMM Incorporated (QCOM) was 12,565,345 shares, as reported at the end of Q4 2014.