Jeremy Grantham's DELL Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 7.7K shares of Dell Technologies Inc. (DELL) worth $1.1 M, representing 0.00% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in DELL, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 367.6K shares. Largest reduction occurred in Q1 2021, reducing 332.0K shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Dell Technologies (DELL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dell Technologies (DELL) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2018 | +357,052 | New Buy | 357,052 | $24.77 |
| Q1 2019 | -357,052 | Sold Out | 357,052 | $0.00 |
| Q1 2021 | +25,057 | New Buy | 25,057 | $44.70 |
| Q2 2021 | +77,640 | Add 309.85% | 102,697 | $50.52 |
| Q4 2021 | -41,258 | Reduce 40.17% | 61,439 | $56.17 |
| Q1 2022 | +133,496 | Add 217.28% | 194,935 | $50.19 |
| Q2 2022 | +367,582 | Add 188.57% | 562,517 | $46.21 |
| Q3 2022 | +245,000 | Add 43.55% | 807,517 | $34.17 |
| Q4 2022 | +153,154 | Add 18.97% | 960,671 | $40.22 |
| Q1 2023 | -108,800 | Reduce 11.33% | 851,871 | $40.21 |
| Q2 2023 | -321,996 | Reduce 37.80% | 529,875 | $54.11 |
| Q3 2023 | -252,513 | Reduce 47.66% | 277,362 | $68.90 |
| Q4 2023 | -255,429 | Reduce 92.09% | 21,933 | $76.50 |
| Q1 2024 | +16,669 | Add 76.00% | 38,602 | $114.11 |
| Q2 2024 | -38,602 | Sold Out | 38,602 | $0.00 |
| Q3 2025 | +7,732 | New Buy | 7,732 | $141.77 |
Jeremy Grantham's Dell Technologies Investment FAQs
Jeremy Grantham first purchased Dell Technologies Inc. (DELL) in Q4 2018, acquiring 357,052 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 Dell Technologies Inc. (DELL) for 28 quarters since Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Dell Technologies Inc. (DELL) was in Q2 2022, adding 562,517 shares worth $25.99 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 7,732 shares of Dell Technologies Inc. (DELL), valued at approximately $1.1 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Dell Technologies Inc. (DELL) represents approximately 0.00% 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 Dell Technologies Inc. (DELL) was 960,671 shares, as reported at the end of Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.