Jeremy Grantham's ARW Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 49.7K shares of Arrow Electronics, Inc. (ARW) worth $6.02 M, representing 0.02% 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 ARW, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 480.1K shares. Largest reduction occurred in Q1 2017, reducing 418.9K shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Arrow Electronics (ARW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arrow Electronics (ARW) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +36,592 | Add 0.00% | 36,591 | $39.85 |
| Q3 2013 | +13,059 | Add 35.69% | 49,650 | $48.54 |
| Q4 2013 | +3,252 | Add 6.55% | 52,902 | $54.25 |
| Q1 2014 | -32,602 | Reduce 61.63% | 20,300 | $59.36 |
| Q2 2014 | -20,300 | Sold Out | 20,300 | $0.00 |
| Q3 2015 | +209,103 | New Buy | 209,103 | $55.28 |
| Q4 2015 | +98,800 | Add 47.25% | 307,903 | $54.18 |
| Q1 2016 | +480,100 | Add 155.93% | 788,003 | $64.41 |
| Q2 2016 | +240,448 | Add 30.51% | 1.03 M | $61.90 |
| Q3 2016 | -138,001 | Reduce 13.42% | 890,450 | $63.97 |
| Q4 2016 | -350,918 | Reduce 39.41% | 539,532 | $71.30 |
| Q1 2017 | -418,858 | Reduce 77.63% | 120,674 | $73.41 |
| Q2 2017 | -116,174 | Reduce 96.27% | 4,500 | $78.44 |
| Q3 2017 | -4,500 | Sold Out | 4,500 | $0.00 |
| Q4 2017 | +53,200 | New Buy | 53,200 | $80.41 |
| Q1 2018 | +34,400 | Add 64.66% | 87,600 | $77.02 |
| Q2 2018 | -5,267 | Reduce 6.01% | 82,333 | $75.28 |
| Q3 2018 | -22,900 | Reduce 27.81% | 59,433 | $73.71 |
| Q4 2018 | -3,900 | Reduce 6.56% | 55,533 | $68.95 |
| Q1 2019 | -23,500 | Reduce 42.32% | 32,033 | $77.05 |
| Q2 2019 | -9,900 | Reduce 30.91% | 22,133 | $71.25 |
| Q3 2019 | -4,105 | Reduce 18.55% | 18,028 | $74.61 |
| Q4 2019 | +900 | Add 4.99% | 18,928 | $84.74 |
| Q2 2020 | -4,600 | Reduce 24.30% | 14,328 | $68.68 |
| Q4 2020 | +174,600 | Add 1218.59% | 188,928 | $97.30 |
| Q1 2021 | +50,900 | Add 26.94% | 239,828 | $110.82 |
| Q2 2021 | +64,763 | Add 27.00% | 304,591 | $113.83 |
| Q3 2021 | +37,206 | Add 12.22% | 341,797 | $112.29 |
| Q4 2021 | -28,115 | Reduce 8.23% | 313,682 | $134.27 |
| Q1 2022 | -10,497 | Reduce 3.35% | 303,185 | $118.63 |
| Q2 2022 | -12,099 | Reduce 3.99% | 291,086 | $112.09 |
| Q3 2022 | +23,900 | Add 8.21% | 314,986 | $92.19 |
| Q4 2022 | +69,960 | Add 22.21% | 384,946 | $104.57 |
| Q1 2023 | -31,200 | Reduce 8.11% | 353,746 | $124.87 |
| Q2 2023 | -33,063 | Reduce 9.35% | 320,683 | $143.23 |
| Q3 2023 | -14,769 | Reduce 4.61% | 305,914 | $125.24 |
| Q4 2023 | -208,389 | Reduce 68.12% | 97,525 | $122.25 |
| Q1 2024 | -25,271 | Reduce 25.91% | 72,254 | $129.46 |
| Q2 2024 | +1,166 | Add 1.61% | 73,420 | $120.76 |
| Q3 2024 | -1,228 | Reduce 1.67% | 72,192 | $132.83 |
| Q4 2024 | -2,400 | Reduce 3.32% | 69,792 | $113.12 |
| Q1 2025 | -10,041 | Reduce 14.39% | 59,751 | $103.83 |
| Q2 2025 | -8,035 | Reduce 13.45% | 51,716 | $127.43 |
| Q3 2025 | -2,001 | Reduce 3.87% | 49,715 | $121.00 |
Jeremy Grantham's Arrow Electronics Investment FAQs
Jeremy Grantham first purchased Arrow Electronics, Inc. (ARW) in Q2 2013, acquiring 36,591 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 Arrow Electronics, Inc. (ARW) 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 Arrow Electronics, Inc. (ARW) was in Q1 2016, adding 788,003 shares worth $50.76 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 49,715 shares of Arrow Electronics, Inc. (ARW), valued at approximately $6.02 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Arrow Electronics, Inc. (ARW) represents approximately 0.02% 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 Arrow Electronics, Inc. (ARW) was 1,028,451 shares, as reported at the end of Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.