John Rogers's QCOM Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 476,803 shares of QUALCOMM Incorporated (QCOM) worth $87.75 M, representing 0.91% of the portfolio. First purchased in 2018-Q3, this medium-term investment has been held for 10 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in QCOM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2026, adding 476,803 shares. Largest reduction occurred in Q3 2019, reducing 197,868 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's QUALCOMM Incorporated (QCOM) Holding Value Over Time
Track share changes against reported price movement
Quarterly QUALCOMM Incorporated (QCOM) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +476,803 | New Buy | 476,803 | $184.04 |
| Q3 2020 | -40,355 | Sold Out | 0 | $0.00 |
| Q2 2020 | -45,617 | Reduce 53.06% | 40,355 | $91.22 |
| Q1 2020 | +46,585 | Add 118.28% | 85,972 | $67.65 |
| Q4 2019 | +331 | Add 0.85% | 39,387 | $88.23 |
| Q3 2019 | -197,868 | Reduce 83.52% | 39,056 | $76.28 |
| Q2 2019 | -78,142 | Reduce 24.80% | 236,924 | $76.07 |
| Q1 2019 | +140,866 | Add 80.86% | 315,066 | $57.03 |
| Q3 2018 | +174,200 | New Buy | 174,200 | $72.03 |
John Rogers's QUALCOMM Incorporated Investment FAQs
John Rogers first purchased QUALCOMM Incorporated (QCOM) in Q3 2018, acquiring 174,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held QUALCOMM Incorporated (QCOM) for 10 quarters since Q3 2018.
John Rogers's largest addition to QUALCOMM Incorporated (QCOM) was in Q3 2026, adding 476,803 shares worth $87.75 M.
According to the latest 13F filing for Q3 2026, John Rogers's firm, Ariel Investments, LLC, owns 476,803 shares of QUALCOMM Incorporated (QCOM), valued at approximately $87.75 M.
As of the Q3 2026 filing, QUALCOMM Incorporated (QCOM) represents approximately 0.91% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in QUALCOMM Incorporated (QCOM) was 476,803 shares, as reported at the end of Q3 2026.