Jeremy Grantham's QCOM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 349,680 shares of QUALCOMM Incorporated (QCOM) worth $58.17 M, representing 0.16% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +5.75 M | Add 0.00% | 5.75 M | $61.08 |
| Q3 2013 | +1.57 M | Add 27.35% | 7.32 M | $67.36 |
| Q4 2013 | +2.35 M | Add 32.13% | 9.67 M | $74.25 |
| Q1 2014 | +1.7 M | Add 17.59% | 11.38 M | $78.86 |
| Q2 2014 | -344,338 | Reduce 3.03% | 11.03 M | $79.20 |
| Q3 2014 | -825,296 | Reduce 7.48% | 10.21 M | $74.77 |
| Q4 2014 | +2.36 M | Add 23.11% | 12.57 M | $74.33 |
| Q1 2015 | -694,821 | Reduce 5.53% | 11.87 M | $69.34 |
| Q2 2015 | -1.84 M | Reduce 15.47% | 10.03 M | $62.63 |
| Q3 2015 | -197,968 | Reduce 1.97% | 9.84 M | $53.73 |
| Q4 2015 | -809,045 | Reduce 8.22% | 9.03 M | $49.98 |
| Q1 2016 | -422,756 | Reduce 4.68% | 8.6 M | $51.14 |
| Q2 2016 | +537,905 | Add 6.25% | 9.14 M | $53.57 |
| Q3 2016 | -855,014 | Reduce 9.35% | 8.29 M | $68.50 |
| Q4 2016 | -1.48 M | Reduce 17.89% | 6.81 M | $65.20 |
| Q1 2017 | -805,223 | Reduce 11.83% | 6 M | $57.34 |
| Q2 2017 | -101,224 | Reduce 1.69% | 5.9 M | $55.22 |
| Q3 2017 | -424,432 | Reduce 7.20% | 5.47 M | $51.84 |
| Q4 2017 | +259,622 | Add 4.74% | 5.73 M | $64.02 |
| Q1 2018 | -162,819 | Reduce 2.84% | 5.57 M | $55.41 |
| Q2 2018 | -906,293 | Reduce 16.27% | 4.66 M | $56.12 |
| Q3 2018 | -1.07 M | Reduce 22.90% | 3.6 M | $72.03 |
| Q4 2018 | -2.27 M | Reduce 63.19% | 1.32 M | $56.91 |
| Q1 2019 | -1.32 M | Sold Out | 1.32 M | $0.00 |
| Q3 2020 | +53,800 | New Buy | 53,800 | $117.68 |
| Q4 2020 | -3,600 | Reduce 6.69% | 50,200 | $152.33 |
| Q1 2021 | -50,200 | Sold Out | 50,200 | $0.00 |
| Q3 2021 | +86,877 | New Buy | 86,877 | $128.98 |
| Q4 2021 | +19,618 | Add 22.58% | 106,495 | $182.87 |
| Q1 2022 | -3,621 | Reduce 3.40% | 102,874 | $152.82 |
| Q2 2022 | +102,938 | Add 100.06% | 205,812 | $127.74 |
| Q3 2022 | -27,800 | Reduce 13.51% | 178,012 | $112.98 |
| Q4 2022 | +106,064 | Add 59.58% | 284,076 | $109.94 |
| Q1 2023 | +46,100 | Add 16.23% | 330,176 | $127.58 |
| Q2 2023 | +198,244 | Add 60.04% | 528,420 | $119.04 |
| Q3 2023 | +120,761 | Add 22.85% | 649,181 | $111.06 |
| Q4 2023 | -68,135 | Reduce 10.50% | 581,046 | $144.63 |
| Q1 2024 | -177,671 | Reduce 30.58% | 403,375 | $169.30 |
| Q2 2024 | -261,654 | Reduce 64.87% | 141,721 | $199.18 |
| Q3 2024 | -68,569 | Reduce 48.38% | 73,152 | $170.05 |
| Q4 2024 | +105,469 | Add 144.18% | 178,621 | $153.62 |
| Q1 2025 | +113,727 | Add 63.67% | 292,348 | $153.61 |
| Q2 2025 | -50,963 | Reduce 17.43% | 241,385 | $159.26 |
| Q3 2025 | +108,295 | Add 44.86% | 349,680 | $166.36 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to QUALCOMM Incorporated (QCOM) was in Q2 2013, adding 5,749,913 shares worth $351.2 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 349,680 shares of QUALCOMM Incorporated (QCOM), valued at approximately $58.17 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, QUALCOMM Incorporated (QCOM) represents approximately 0.16% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in QUALCOMM Incorporated (QCOM) was 12,565,345 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.