Jeremy Grantham's CDW Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 108,016 shares of CDW Corporation (CDW) worth $15.19 M, representing 0.03% of the portfolio. First purchased in 2018-Q3, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in CDW, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 83,851 shares. Largest reduction occurred in Q2 2020, reducing 17,900 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's CDW Corporation (CDW) Holding Value Over Time
Track share changes against reported price movement
Quarterly CDW Corporation (CDW) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +83,851 | Add 346.99% | 108,016 | $140.64 |
| Q1 2026 | +24,165 | New Buy | 24,165 | $121.02 |
| Q4 2020 | -7,625 | Sold Out | 0 | $0.00 |
| Q3 2020 | -6,072 | Reduce 44.33% | 7,625 | $119.48 |
| Q2 2020 | -17,900 | Reduce 56.65% | 13,697 | $116.16 |
| Q1 2020 | +5,697 | Add 22.00% | 31,597 | $93.27 |
| Q4 2019 | -13,400 | Reduce 34.10% | 25,900 | $142.86 |
| Q3 2019 | -16,100 | Reduce 29.06% | 39,300 | $123.23 |
| Q2 2019 | -5,600 | Reduce 9.18% | 55,400 | $110.99 |
| Q1 2019 | -300 | Reduce 0.49% | 61,000 | $96.38 |
| Q4 2018 | +16,900 | Add 38.06% | 61,300 | $81.04 |
| Q3 2018 | +44,400 | New Buy | 44,400 | $88.92 |
Jeremy Grantham's CDW Corporation Investment FAQs
Jeremy Grantham first purchased CDW Corporation (CDW) in Q3 2018, acquiring 44,400 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 CDW Corporation (CDW) for 12 quarters since Q3 2018.
Jeremy Grantham's largest addition to CDW Corporation (CDW) was in Q2 2026, adding 108,016 shares worth $15.19 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 108,016 shares of CDW Corporation (CDW), valued at approximately $15.19 M.
As of the Q2 2026 filing, CDW Corporation (CDW) represents approximately 0.03% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in CDW Corporation (CDW) was 108,016 shares, as reported at the end of Q2 2026.