Jeremy Grantham's AVT Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 167,303 shares of Avnet, Inc. (AVT) worth $8.75 M, representing 0.02% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in AVT, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 686,700 shares. Largest reduction occurred in Q4 2016, reducing 596,714 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Avnet (AVT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Avnet (AVT) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +10,366 | New Buy | 10,366 | $41.67 |
| Q4 2013 | +10,288 | Add 99.25% | 20,654 | $44.11 |
| Q1 2014 | -1,754 | Reduce 8.49% | 18,900 | $46.51 |
| Q2 2014 | -18,900 | Sold Out | 18,900 | $0.00 |
| Q4 2015 | +327,000 | New Buy | 327,000 | $42.84 |
| Q1 2016 | +686,700 | Add 210.00% | 1.01 M | $44.30 |
| Q2 2016 | +524,573 | Add 51.75% | 1.54 M | $40.51 |
| Q3 2016 | -386,842 | Reduce 25.15% | 1.15 M | $41.06 |
| Q4 2016 | -596,714 | Reduce 51.82% | 554,717 | $47.61 |
| Q1 2017 | -418,744 | Reduce 75.49% | 135,973 | $45.76 |
| Q2 2017 | -135,973 | Sold Out | 135,973 | $0.00 |
| Q2 2018 | +56,778 | New Buy | 56,778 | $42.89 |
| Q3 2018 | -7,300 | Reduce 12.86% | 49,478 | $44.77 |
| Q4 2018 | -6,100 | Reduce 12.33% | 43,378 | $36.10 |
| Q1 2019 | -7,700 | Reduce 17.75% | 35,678 | $43.36 |
| Q2 2019 | -35,678 | Sold Out | 35,678 | $0.00 |
| Q4 2019 | +21,938 | New Buy | 21,938 | $42.44 |
| Q1 2020 | +151,429 | Add 690.26% | 173,367 | $25.10 |
| Q2 2020 | -123,400 | Reduce 71.18% | 49,967 | $27.88 |
| Q3 2020 | +79,500 | Add 159.11% | 129,467 | $25.84 |
| Q4 2020 | +79,100 | Add 61.10% | 208,567 | $35.11 |
| Q1 2021 | +131,537 | Add 63.07% | 340,104 | $41.51 |
| Q2 2021 | -22,300 | Reduce 6.56% | 317,804 | $40.08 |
| Q3 2021 | +24,816 | Add 7.81% | 342,620 | $36.97 |
| Q4 2021 | -798 | Reduce 0.23% | 341,822 | $41.23 |
| Q1 2022 | -26,733 | Reduce 7.82% | 315,089 | $40.59 |
| Q2 2022 | -8,000 | Reduce 2.54% | 307,089 | $42.88 |
| Q3 2022 | -150,400 | Reduce 48.98% | 156,689 | $36.12 |
| Q4 2022 | +6,744 | Add 4.30% | 163,433 | $41.58 |
| Q1 2023 | -15,300 | Reduce 9.36% | 148,133 | $45.20 |
| Q2 2023 | +36,848 | Add 24.87% | 184,981 | $50.45 |
| Q3 2023 | -50,040 | Reduce 27.05% | 134,941 | $48.19 |
| Q4 2023 | -58,078 | Reduce 43.04% | 76,863 | $50.40 |
| Q1 2024 | -13,621 | Reduce 17.72% | 63,242 | $49.58 |
| Q2 2024 | +22,874 | Add 36.17% | 86,116 | $51.49 |
| Q3 2024 | +65,085 | Add 75.58% | 151,201 | $54.31 |
| Q4 2024 | -5,455 | Reduce 3.61% | 145,746 | $52.32 |
| Q1 2025 | +13,239 | Add 9.08% | 158,985 | $48.09 |
| Q2 2025 | +11,926 | Add 7.50% | 170,911 | $53.08 |
| Q3 2025 | -3,608 | Reduce 2.11% | 167,303 | $52.28 |
Jeremy Grantham's Avnet Investment FAQs
Jeremy Grantham first purchased Avnet, Inc. (AVT) in Q3 2013, acquiring 10,366 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 Avnet, Inc. (AVT) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Avnet, Inc. (AVT) was in Q1 2016, adding 1,013,700 shares worth $44.91 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 167,303 shares of Avnet, Inc. (AVT), valued at approximately $8.75 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Avnet, Inc. (AVT) 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 Avnet, Inc. (AVT) was 1,538,273 shares, as reported at the end of Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.