Jeremy Grantham's AVT Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 137,971 shares of Avnet, Inc. (AVT) worth $6.63 M, representing 0.02% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 41 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -29,332 | Reduce 17.53% | 137,971 | $48.08 |
| Q3 2025 | -3,608 | Reduce 2.11% | 167,303 | $52.28 |
| Q2 2025 | +11,926 | Add 7.50% | 170,911 | $53.08 |
| Q1 2025 | +13,239 | Add 9.08% | 158,985 | $48.09 |
| Q4 2024 | -5,455 | Reduce 3.61% | 145,746 | $52.32 |
| Q3 2024 | +65,085 | Add 75.58% | 151,201 | $54.31 |
| Q2 2024 | +22,874 | Add 36.17% | 86,116 | $51.49 |
| Q1 2024 | -13,621 | Reduce 17.72% | 63,242 | $49.58 |
| Q4 2023 | -58,078 | Reduce 43.04% | 76,863 | $50.40 |
| Q3 2023 | -50,040 | Reduce 27.05% | 134,941 | $48.19 |
| Q2 2023 | +36,848 | Add 24.87% | 184,981 | $50.45 |
| Q1 2023 | -15,300 | Reduce 9.36% | 148,133 | $45.20 |
| Q4 2022 | +6,744 | Add 4.30% | 163,433 | $41.58 |
| Q3 2022 | -150,400 | Reduce 48.98% | 156,689 | $36.12 |
| Q2 2022 | -8,000 | Reduce 2.54% | 307,089 | $42.88 |
| Q1 2022 | -26,733 | Reduce 7.82% | 315,089 | $40.59 |
| Q4 2021 | -798 | Reduce 0.23% | 341,822 | $41.23 |
| Q3 2021 | +24,816 | Add 7.81% | 342,620 | $36.97 |
| Q2 2021 | -22,300 | Reduce 6.56% | 317,804 | $40.08 |
| Q1 2021 | +131,537 | Add 63.07% | 340,104 | $41.51 |
| Q4 2020 | +79,100 | Add 61.10% | 208,567 | $35.11 |
| Q3 2020 | +79,500 | Add 159.11% | 129,467 | $25.84 |
| Q2 2020 | -123,400 | Reduce 71.18% | 49,967 | $27.88 |
| Q1 2020 | +151,429 | Add 690.26% | 173,367 | $25.10 |
| Q4 2019 | +21,938 | New Buy | 21,938 | $42.44 |
| Q2 2019 | -35,678 | Sold Out | 0 | $0.00 |
| Q1 2019 | -7,700 | Reduce 17.75% | 35,678 | $43.36 |
| Q4 2018 | -6,100 | Reduce 12.33% | 43,378 | $36.10 |
| Q3 2018 | -7,300 | Reduce 12.86% | 49,478 | $44.77 |
| Q2 2018 | +56,778 | New Buy | 56,778 | $42.89 |
| Q2 2017 | -135,973 | Sold Out | 0 | $0.00 |
| Q1 2017 | -418,744 | Reduce 75.49% | 135,973 | $45.76 |
| Q4 2016 | -596,714 | Reduce 51.82% | 554,717 | $47.61 |
| Q3 2016 | -386,842 | Reduce 25.15% | 1.15 M | $41.06 |
| Q2 2016 | +524,573 | Add 51.75% | 1.54 M | $40.51 |
| Q1 2016 | +686,700 | Add 210.00% | 1.01 M | $44.30 |
| Q4 2015 | +327,000 | New Buy | 327,000 | $42.84 |
| Q2 2014 | -18,900 | Sold Out | 0 | $0.00 |
| Q1 2014 | -1,754 | Reduce 8.49% | 18,900 | $46.51 |
| Q4 2013 | +10,288 | Add 99.25% | 20,654 | $44.11 |
| Q3 2013 | +10,366 | New Buy | 10,366 | $41.67 |
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 41 quarters since Q3 2013.
Jeremy Grantham's largest addition to Avnet, Inc. (AVT) was in Q1 2016, adding 1,013,700 shares worth $44.91 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 137,971 shares of Avnet, Inc. (AVT), valued at approximately $6.63 M.
As of the Q4 2025 filing, Avnet, Inc. (AVT) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Avnet, Inc. (AVT) was 1,538,273 shares, as reported at the end of Q2 2016.