Jeremy Grantham's ARW Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 26,951 shares of Arrow Electronics, Inc. (ARW) worth $2.97 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 47 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 480,100 shares. Largest reduction occurred in Q1 2017, reducing 418,858 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -22,764 | Reduce 45.79% | 26,951 | $110.18 |
| Q3 2025 | -2,001 | Reduce 3.87% | 49,715 | $121.00 |
| Q2 2025 | -8,035 | Reduce 13.45% | 51,716 | $127.43 |
| Q1 2025 | -10,041 | Reduce 14.39% | 59,751 | $103.83 |
| Q4 2024 | -2,400 | Reduce 3.32% | 69,792 | $113.12 |
| Q3 2024 | -1,228 | Reduce 1.67% | 72,192 | $132.83 |
| Q2 2024 | +1,166 | Add 1.61% | 73,420 | $120.76 |
| Q1 2024 | -25,271 | Reduce 25.91% | 72,254 | $129.46 |
| Q4 2023 | -208,389 | Reduce 68.12% | 97,525 | $122.25 |
| Q3 2023 | -14,769 | Reduce 4.61% | 305,914 | $125.24 |
| Q2 2023 | -33,063 | Reduce 9.35% | 320,683 | $143.23 |
| Q1 2023 | -31,200 | Reduce 8.11% | 353,746 | $124.87 |
| Q4 2022 | +69,960 | Add 22.21% | 384,946 | $104.57 |
| Q3 2022 | +23,900 | Add 8.21% | 314,986 | $92.19 |
| Q2 2022 | -12,099 | Reduce 3.99% | 291,086 | $112.09 |
| Q1 2022 | -10,497 | Reduce 3.35% | 303,185 | $118.63 |
| Q4 2021 | -28,115 | Reduce 8.23% | 313,682 | $134.27 |
| Q3 2021 | +37,206 | Add 12.22% | 341,797 | $112.29 |
| Q2 2021 | +64,763 | Add 27.00% | 304,591 | $113.83 |
| Q1 2021 | +50,900 | Add 26.94% | 239,828 | $110.82 |
| Q4 2020 | +174,600 | Add 1218.59% | 188,928 | $97.30 |
| Q2 2020 | -4,600 | Reduce 24.30% | 14,328 | $68.68 |
| Q4 2019 | +900 | Add 4.99% | 18,928 | $84.74 |
| Q3 2019 | -4,105 | Reduce 18.55% | 18,028 | $74.61 |
| Q2 2019 | -9,900 | Reduce 30.91% | 22,133 | $71.25 |
| Q1 2019 | -23,500 | Reduce 42.32% | 32,033 | $77.05 |
| Q4 2018 | -3,900 | Reduce 6.56% | 55,533 | $68.95 |
| Q3 2018 | -22,900 | Reduce 27.81% | 59,433 | $73.71 |
| Q2 2018 | -5,267 | Reduce 6.01% | 82,333 | $75.28 |
| Q1 2018 | +34,400 | Add 64.66% | 87,600 | $77.02 |
| Q4 2017 | +53,200 | New Buy | 53,200 | $80.41 |
| Q3 2017 | -4,500 | Sold Out | 0 | $0.00 |
| Q2 2017 | -116,174 | Reduce 96.27% | 4,500 | $78.44 |
| Q1 2017 | -418,858 | Reduce 77.63% | 120,674 | $73.41 |
| Q4 2016 | -350,918 | Reduce 39.41% | 539,532 | $71.30 |
| Q3 2016 | -138,001 | Reduce 13.42% | 890,450 | $63.97 |
| Q2 2016 | +240,448 | Add 30.51% | 1.03 M | $61.90 |
| Q1 2016 | +480,100 | Add 155.93% | 788,003 | $64.41 |
| Q4 2015 | +98,800 | Add 47.25% | 307,903 | $54.18 |
| Q3 2015 | +209,103 | New Buy | 209,103 | $55.28 |
| Q2 2014 | -20,300 | Sold Out | 0 | $0.00 |
| Q1 2014 | -32,602 | Reduce 61.63% | 20,300 | $59.36 |
| Q4 2013 | +3,252 | Add 6.55% | 52,902 | $54.25 |
| Q3 2013 | +13,059 | Add 35.69% | 49,650 | $48.54 |
| Q2 2013 | +36,591 | Add 0.00% | 36,591 | $39.85 |
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 47 quarters since Q2 2013.
Jeremy Grantham's largest addition to Arrow Electronics, Inc. (ARW) was in Q1 2016, adding 788,003 shares worth $50.76 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 26,951 shares of Arrow Electronics, Inc. (ARW), valued at approximately $2.97 M.
As of the Q4 2025 filing, Arrow Electronics, Inc. (ARW) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Arrow Electronics, Inc. (ARW) was 1,028,451 shares, as reported at the end of Q2 2016.