Jeremy Grantham's BBY Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 427,508 shares of Best Buy Co., Inc. (BBY) worth $27.45 M, representing 0.07% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in BBY, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2026, adding 294,102 shares. Largest reduction occurred in Q1 2014, reducing 240,800 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Best Buy Co (BBY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Best Buy Co (BBY) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +294,102 | Add 220.46% | 427,508 | $64.20 |
| Q4 2025 | -14,415 | Reduce 9.75% | 133,406 | $66.93 |
| Q3 2025 | +41,073 | Add 38.48% | 147,821 | $75.62 |
| Q2 2025 | -43,610 | Reduce 29.00% | 106,748 | $67.13 |
| Q1 2025 | +6,107 | Add 4.23% | 150,358 | $73.61 |
| Q4 2024 | -32,988 | Reduce 18.61% | 144,251 | $85.80 |
| Q3 2024 | -59,610 | Reduce 25.17% | 177,239 | $103.30 |
| Q2 2024 | +8,622 | Add 3.78% | 236,849 | $84.29 |
| Q1 2024 | -53,428 | Reduce 18.97% | 228,227 | $82.03 |
| Q4 2023 | -169,063 | Reduce 37.51% | 281,655 | $78.28 |
| Q3 2023 | -2,538 | Reduce 0.56% | 450,718 | $69.47 |
| Q2 2023 | +2,468 | Add 0.55% | 453,256 | $81.95 |
| Q1 2023 | -45,300 | Reduce 9.13% | 450,788 | $78.27 |
| Q4 2022 | +105,688 | Add 27.07% | 496,088 | $80.21 |
| Q3 2022 | +46,100 | Add 13.39% | 390,400 | $63.34 |
| Q2 2022 | +66,700 | Add 24.03% | 344,300 | $65.19 |
| Q1 2022 | +66,600 | Add 31.56% | 277,600 | $90.90 |
| Q4 2021 | +40,600 | Add 23.83% | 211,000 | $101.60 |
| Q3 2021 | +72,100 | Add 73.35% | 170,400 | $105.71 |
| Q2 2021 | +70,061 | Add 248.10% | 98,300 | $114.98 |
| Q1 2021 | -3,134 | Reduce 9.99% | 28,239 | $114.81 |
| Q4 2020 | -18,515 | Reduce 37.11% | 31,373 | $99.80 |
| Q3 2020 | -24,814 | Reduce 33.22% | 49,888 | $111.29 |
| Q2 2020 | -32,396 | Reduce 30.25% | 74,702 | $87.27 |
| Q1 2020 | +25,654 | Add 31.50% | 107,098 | $57.00 |
| Q4 2019 | +3,600 | Add 4.62% | 81,444 | $87.80 |
| Q3 2019 | +25,004 | Add 47.32% | 77,844 | $68.98 |
| Q2 2019 | -27,400 | Reduce 34.15% | 52,840 | $69.74 |
| Q1 2019 | -2,900 | Reduce 3.49% | 80,240 | $71.06 |
| Q4 2018 | -3,000 | Reduce 3.48% | 83,140 | $52.96 |
| Q3 2018 | +23,200 | Add 36.86% | 86,140 | $79.36 |
| Q2 2018 | +41,340 | Add 191.39% | 62,940 | $74.58 |
| Q1 2018 | -139,400 | Reduce 86.58% | 21,600 | $70.00 |
| Q4 2017 | -127,600 | Reduce 44.21% | 161,000 | $68.47 |
| Q3 2017 | -106,400 | Reduce 26.94% | 288,600 | $56.96 |
| Q2 2017 | +28,500 | Add 7.78% | 395,000 | $57.33 |
| Q1 2017 | +108,262 | Add 41.92% | 366,500 | $49.15 |
| Q4 2016 | +247,538 | Add 2313.44% | 258,238 | $42.67 |
| Q3 2016 | -28,700 | Reduce 72.84% | 10,700 | $38.22 |
| Q2 2016 | +39,400 | New Buy | 39,400 | $30.61 |
| Q3 2014 | -16,000 | Sold Out | 0 | $0.00 |
| Q2 2014 | -74,174 | Reduce 82.26% | 16,000 | $31.00 |
| Q1 2014 | -240,800 | Reduce 72.75% | 90,174 | $26.40 |
| Q4 2013 | -3,455 | Reduce 1.03% | 330,974 | $39.88 |
| Q3 2013 | +6,519 | Add 1.99% | 334,429 | $37.50 |
| Q2 2013 | +327,910 | Add 0.00% | 327,910 | $27.33 |
Jeremy Grantham's Best Buy Co Investment FAQs
Jeremy Grantham first purchased Best Buy Co., Inc. (BBY) in Q2 2013, acquiring 327,910 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 Best Buy Co., Inc. (BBY) for 46 quarters since Q2 2013.
Jeremy Grantham's largest addition to Best Buy Co., Inc. (BBY) was in Q2 2013, adding 327,910 shares worth $8.96 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 427,508 shares of Best Buy Co., Inc. (BBY), valued at approximately $27.45 M.
As of the Q1 2026 filing, Best Buy Co., Inc. (BBY) represents approximately 0.07% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Best Buy Co., Inc. (BBY) was 496,088 shares, as reported at the end of Q4 2022.