SEC 13F Intelligence

Sfe Investment Counsel / QCOM

Sfe Investment Counsel’s Qualcomm Inc Position

Does Sfe Investment Counsel own Qualcomm Inc (QCOM)? Yes — 101.0K shares worth $13M (+2.05% of its 13F portfolio) as of Q1 2026, up from 96.1K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
101.0K
% of Portfolio
+2.05%
Quarters Held
30
currently held

Position History QCOM

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $8MQ4 ’19Q1 ’20: $6MQ2 ’20: $8MQ3 ’20: $9MQ4 ’20: $12MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $10MQ4 ’21: $15MQ4 ’21Q1 ’22: $12MQ2 ’22: $11MQ3 ’22: $10MQ4 ’22: $11MQ4 ’22Q1 ’23: $11MQ2 ’23: $11MQ3 ’23: $11MQ4 ’23: $14MQ4 ’23Q1 ’24: $16MQ2 ’24: $17MQ3 ’24: $15MQ4 ’24: $13MQ4 ’24Q1 ’25: $14MQ2 ’25: $15MQ3 ’25: $16MQ4 ’25: $16MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026101.0K$13M+2.05%
Q4 202596.1K$16M+2.52%
Q3 202596.5K$16M+2.56%
Q2 202594.8K$15M+2.66%
Q1 202591.4K$14M+2.80%
Q4 202485.3K$13M+2.78%
Q3 202485.8K$15M+3.04%
Q2 202486.4K$17M+3.82%
Q1 202493.4K$16M+3.58%
Q4 202393.9K$14M+3.54%
Q3 202396.5K$11M+3.12%
Q2 202395.4K$11M+3.21%
Q1 202392.7K$11M+3.33%
Q4 202291.4K$11M+3.34%
Q3 202288.2K$10M+3.14%
Q2 202285.4K$11M+3.25%
Q1 202280.3K$12M+3.11%
Q4 202181.1K$15M+3.81%
Q3 202179.0K$10M+2.86%
Q2 202179.0K$11M+3.11%
Q1 202176.7K$10M+2.96%
Q4 202078.2K$12M+3.78%
Q3 202079.4K$9M+3.73%
Q2 202084.6K$8M+3.41%
Q1 202083.8K$6M+3.11%
Q4 201985.5K$8M+3.08%
Q3 201988.0K$7M+2.84%
Q2 201989.2K$7M+2.91%
Q1 2019116.7K$7M+3.00%
Q4 2018115.2K$7M+3.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sfe Investment Counsel’s full portfolio or all institutional holders of QCOM.