Jeremy Grantham's CSCO Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 521.6K shares of Cisco Systems, Inc. (CSCO) worth $35.69 M, representing 0.10% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in CSCO, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 10.5M shares. Largest reduction occurred in Q2 2014, reducing 15.4M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Cisco Systems (CSCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cisco Systems (CSCO) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +49.83 M | Add 0.00% | 49.83 M | $24.31 |
| Q3 2013 | -8.21 M | Reduce 16.48% | 41.62 M | $23.42 |
| Q4 2013 | +6.57 M | Add 15.78% | 48.18 M | $22.45 |
| Q1 2014 | +8.37 M | Add 17.37% | 56.56 M | $22.41 |
| Q2 2014 | -15.36 M | Reduce 27.15% | 41.2 M | $24.85 |
| Q3 2014 | -11 M | Reduce 26.71% | 30.2 M | $25.17 |
| Q4 2014 | +874,216 | Add 2.89% | 31.07 M | $27.82 |
| Q1 2015 | -5.84 M | Reduce 18.79% | 25.23 M | $27.53 |
| Q2 2015 | +10.51 M | Add 41.64% | 35.74 M | $27.46 |
| Q3 2015 | -611,945 | Reduce 1.71% | 35.13 M | $26.25 |
| Q4 2015 | -5.16 M | Reduce 14.70% | 29.96 M | $27.15 |
| Q1 2016 | -2.86 M | Reduce 9.54% | 27.1 M | $28.47 |
| Q2 2016 | +1.02 M | Add 3.77% | 28.13 M | $28.69 |
| Q3 2016 | -4.53 M | Reduce 16.12% | 23.59 M | $31.72 |
| Q4 2016 | -6.17 M | Reduce 26.15% | 17.42 M | $30.22 |
| Q1 2017 | -5.81 M | Reduce 33.35% | 11.61 M | $33.80 |
| Q2 2017 | +239,239 | Add 2.06% | 11.85 M | $31.30 |
| Q3 2017 | -2.11 M | Reduce 17.81% | 9.74 M | $33.63 |
| Q4 2017 | -1.3 M | Reduce 13.36% | 8.44 M | $38.30 |
| Q1 2018 | -1.19 M | Reduce 14.07% | 7.25 M | $42.89 |
| Q2 2018 | -1.11 M | Reduce 15.29% | 6.14 M | $43.03 |
| Q3 2018 | -416,180 | Reduce 6.77% | 5.73 M | $48.65 |
| Q4 2018 | -908,541 | Reduce 15.86% | 4.82 M | $43.33 |
| Q1 2019 | -251,681 | Reduce 5.22% | 4.57 M | $53.99 |
| Q2 2019 | -185,697 | Reduce 4.07% | 4.38 M | $54.73 |
| Q3 2019 | -98,839 | Reduce 2.26% | 4.28 M | $49.41 |
| Q4 2019 | -115,925 | Reduce 2.71% | 4.17 M | $47.96 |
| Q1 2020 | +1.5 M | Add 36.02% | 5.67 M | $39.31 |
| Q2 2020 | +25,522 | Add 0.45% | 5.69 M | $46.64 |
| Q3 2020 | +191,253 | Add 3.36% | 5.88 M | $39.39 |
| Q4 2020 | +64,821 | Add 1.10% | 5.95 M | $44.75 |
| Q1 2021 | +110,939 | Add 1.86% | 6.06 M | $51.71 |
| Q2 2021 | -99,448 | Reduce 1.64% | 5.96 M | $53.00 |
| Q3 2021 | +351,196 | Add 5.89% | 6.31 M | $54.43 |
| Q4 2021 | -677,365 | Reduce 10.73% | 5.63 M | $63.37 |
| Q1 2022 | -1.48 M | Reduce 26.23% | 4.16 M | $55.76 |
| Q2 2022 | -1.92 M | Reduce 46.11% | 2.24 M | $42.64 |
| Q3 2022 | -241,833 | Reduce 10.80% | 2 M | $40.00 |
| Q4 2022 | -1.35 M | Reduce 67.49% | 649,552 | $47.64 |
| Q1 2023 | -1,400 | Reduce 0.22% | 648,152 | $52.28 |
| Q2 2023 | +60,773 | Add 9.38% | 708,925 | $51.74 |
| Q3 2023 | -32,890 | Reduce 4.64% | 676,035 | $53.76 |
| Q4 2023 | +596,763 | Add 88.27% | 1.27 M | $50.52 |
| Q1 2024 | -14,337 | Reduce 1.13% | 1.26 M | $49.91 |
| Q2 2024 | +344,888 | Add 27.41% | 1.6 M | $47.51 |
| Q3 2024 | -66,118 | Reduce 4.12% | 1.54 M | $53.22 |
| Q4 2024 | -646,434 | Reduce 42.05% | 890,797 | $59.20 |
| Q1 2025 | +97,425 | Add 10.94% | 988,222 | $61.71 |
| Q2 2025 | -214,877 | Reduce 21.74% | 773,345 | $69.38 |
| Q3 2025 | -251,713 | Reduce 32.55% | 521,632 | $68.42 |
Jeremy Grantham's Cisco Systems Investment FAQs
Jeremy Grantham first purchased Cisco Systems, Inc. (CSCO) in Q2 2013, acquiring 49,830,519 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 Cisco Systems, Inc. (CSCO) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Cisco Systems, Inc. (CSCO) was in Q2 2013, adding 49,830,519 shares worth $1.21 B. 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 521,632 shares of Cisco Systems, Inc. (CSCO), valued at approximately $35.69 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Cisco Systems, Inc. (CSCO) represents approximately 0.10% 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 Cisco Systems, Inc. (CSCO) was 56,556,103 shares, as reported at the end of Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.