David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  QUALCOMM Inc. (QCOM)
← All QCOM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 0.05 $122.17–192.68 · VW $163.13i SEC
2021   Q3 2,650 0.05 $128.68 $341,000 SEC
2021   Q2 2,650 0.05 $142.64 $378,000 SEC
2021   Q1 2,650 0.05 $132.45 $351,000 SEC
2020   Q4 2,650 0.06 $152.08 $403,000 SEC
2020   Q3 2,650 0.05 Reduce 39.77% 0.03 $87.51–123.93 · VW $110.47i $311,000 SEC
2020   Q2 4,400 0.07 $91.14 $401,000 SEC
2020   Q1 4,400 0.06 Reduce 18.52% <0.01 $58.00–96.17 · VW $78.24i $297,000 SEC
2019   Q4 5,400 0.05 Reduce 88.77% 0.29 $72.81–94.11 · VW $84.38i $476,000 SEC
2019   Q3 48,075 0.33 Reduce 4.94% 0.02 $67.12–80.76 · VW $75.54i $3,667,000 SEC
2019   Q2 50,575 0.33 Reduce 31.84% 0.10 $55.79–90.34 · VW $75.06i $3,847,000 SEC
2019   Q1 74,200 0.31 Reduce 94.68% 4.98 $49.10–58.39 · VW $53.41i $4,231,000 SEC
2018   Q4 1,393,863 5.26 Reduce 9.32% 0.52 $53.51–73.91 · VW $60.58i $79,324,000 SEC
2018   Q3 1,537,162 5.55 Reduce 13.24% 0.66 $55.12–76.50 · VW $67.70i $110,721,000 SEC
2018   Q2 1,771,829 5.02 Reduce 8.77% 0.43 $48.56–62.65 · VW $55.24i $99,434,000 SEC
2018   Q1 1,942,088 4.95 Reduce 11.24% 0.64 $53.65–68.90 · VW $62.73i $107,610,000 SEC
2017   Q4 2,187,950 5.67 Reduce 27.27% 1.45 $50.02–69.28 · VW $60.32i $140,071,000 SEC
2017   Q3 3,008,360 5.32 Reduce 8.09% 0.45 $48.92–56.94 · VW $52.63i $155,952,000 SEC
2017   Q2 3,273,233 5.54 Reduce 19.81% 1.19 $51.05–59.89 · VW $55.67i $180,747,000 SEC
2017   Q1 4,081,972 6.03 Add 39.75% 1.72 $52.37–67.08 · VW $57.05i $234,059,000 SEC
2016   Q4 2,920,979 4.65 Reduce 15.61% 0.78 $63.78–71.62 · VW $67.39i $190,446,000 SEC
2016   Q3 3,461,144 4.97 Reduce 13.77% 0.60 $51.16–70.40 · VW $62.58i $237,088,000 SEC
2016   Q2 4,013,697 4.36 Reduce 32.54% 1.80 $49.73–56.27 · VW $52.79i $215,013,000 SEC
2016   Q1 5,949,806 5.52 Reduce 29.54% 2.14 $42.24–53.52 · VW $48.66i $304,273,000 SEC
2015   Q4 8,444,517 7.25 Reduce 11.55% 0.90 $45.93–61.19 · VW $52.67i $422,099,000 SEC
2015   Q3 9,547,357 7.81 Reduce 4.97% 0.44 $52.17–66.05 · VW $58.97i $512,979,000 SEC
2015   Q2 10,046,809 8.88 Add 5.52% 0.46 $62.45–71.90 · VW $67.68i $629,231,000 SEC
2015   Q1 9,521,542 9.41 Add 15.36% 1.25 $62.26–75.30 · VW $68.49i $660,223,000 SEC
2014   Q4 8,253,896 8.71 Add 24.36% 1.71 $67.67–78.53 · VW $73.81i $613,512,000 SEC
2014   Q3 6,637,080 8.44 Add 35.51% 2.21 $71.82–81.97 · VW $75.67i $496,255,000 SEC
2014   Q2 4,897,789 7.10 Add 4.72% 0.32 $76.77–81.66 · VW $79.39i $387,905,000 SEC
2014   Q1 4,677,079 7.06 Add 6.38% 0.42 $70.98–79.72 · VW $75.21i $368,834,000 SEC
2013   Q4 4,396,586 7.05 Add 10.14% 0.65 $65.47–74.32 · VW $70.96i $326,447,000 SEC
2013   Q3 3,991,646 6.71 Add 8.17% 0.51 $59.02–70.37 · VW $65.39i $268,717,000 SEC
2013   Q2 3,690,177 8.50 Add 23.79% 1.63 $59.46–67.65 · VW $62.93i $225,433,000 SEC
2013   Q1 2,981,074 12.66 Add 37.57% 3.46 $62.33–68.50 · VW $65.75i $199,583,000 SEC
2012   Q4 2,166,917 11.95 Add 31.04% 2.83 $57.29–64.72 · VW $61.29i $134,045,000 SEC
2012   Q3 1,653,648 12.72 Add 13.96% 1.56 $53.09–65.45 · VW $60.27i $103,303,000 SEC
2012   Q2 1,451,095 11.62 Add 32.54% 2.85 $53.41–68.83 · VW $60.10i $80,797,000 SEC
2012   Q1 1,094,816 11.15 Add 29.43% 2.54 $54.56–68.87 · VW $61.66i $74,513,000 SEC
2011   Q4 845,864 9.77 Add 8.14% 0.74 $46.40–57.97 · VW $53.02i $46,269,000 SEC
2011   Q3 782,201 7.56 Add 27.92% 1.65 $45.98–59.48 · VW $52.13i $38,038,000 SEC
2011   Q2 611,493 5.56 Add 6.07% 0.32 $51.45–58.95 · VW $56.32i $34,855,000 SEC
2011   Q1 576,501 5.40 Add 8.17% 0.41 $49.59–59.84 · VW $54.99i $31,609,000 SEC
2010   Q4 532,955 4.84 Add 2.67% 0.13 $42.45–50.31 · VW $46.61i $26,375,000 SEC
2010   Q3 519,116 4.97 Reduce 36.48% 2.49 $31.63–45.75 · VW $39.28i $23,427,000 SEC
2010   Q2 817,185 6.82 Add 27.74% 1.48 $32.73–43.39 · VW $36.99i $26,836,000 SEC
2010   Q1 639,709 6.67 Add 83.41% 3.03 $35.46–49.80 · VW $40.17i $26,861,000 SEC
2009   Q4 348,791 4.72 Add 3.02% 0.14 $40.15–46.99 · VW $43.56i $16,135,000 SEC
2009   Q3 338,561 4.84 Reduce 1.68% 0.10 $42.67–48.72 · VW $45.79i $15,228,000 SEC
2009   Q2 344,347 6.09 Reduce 40.11% 4.18 $38.06–46.73 · VW $43.05i $15,564,000 SEC
2009   Q1 575,005 10.41 Reduce 1.85% 0.20 $32.64–39.70 · VW $35.63i $22,948,000 SEC
2008   Q4 585,818 10.73 Reduce 8.05% 0.84 $28.16–43.24 · VW $35.51i $20,989,000 SEC
2008   Q3 637,097 10.41 Reduce 3.45% 0.33 $37.82–56.88 · VW $49.46i $27,376,000 SEC
2008   Q2 659,833 9.71 Reduce 2.59% 0.24 $40.65–50.82 · VW $45.53i $29,276,000 SEC
2008   Q1 677,371 9.22 Add 1.31% 0.12 $35.17–44.85 · VW $40.62i $27,772,000 SEC
2007   Q4 668,626 7.85 Add 18.23% 1.21 $36.60–43.40 · VW $40.56i $26,310,000 SEC
2007   Q3 565,506 6.58 Reduce 7.41% 0.54 $35.23–45.58 · VW $40.69i $24,537,000 SEC
2007   Q2 610,753 7.22 Reduce 8.03% 0.60 $40.98–47.72 · VW $43.64i $26,500,000 SEC
2007   Q1 664,094 7.48 Add 6.65% 0.47 $36.79–44.12 · VW $40.28i $28,330,000 SEC
2006   Q4 622,664 5.98 Add 13.62% 0.72 $34.10–40.99 · VW $37.12i $23,530,000 SEC
2006   Q3 548,009 5.22 Add 11.62% 0.54 $32.76–39.72 · VW $36.64i $19,920,000 SEC
2006   Q2 490,948 5.66 Add 13.13% 0.66 $38.54–53.01 · VW $45.90i $19,672,000 SEC
2006   Q1 433,953 6.29 Add 96.05% 3.08 $42.91–51.75 · VW $47.97i $21,962,000 SEC
2005   Q4 221,353 3.08 Buy 3.08 $39.02–46.60 · VW $43.05i $9,535,000 SEC
Price snapshot:
Current price$183.98
52-week low$121.54
52-week high$258.96