Jeremy Grantham's DELL Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 8,605 shares of Dell Technologies Inc. (DELL) worth $1.08 M, representing 0.00% of the portfolio. First purchased in 2018-Q4, this medium-term investment has been held for 18 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 367,582 shares. Largest reduction occurred in Q1 2019, reducing 357,052 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +873 | Add 11.29% | 8,605 | $125.88 |
| Q3 2025 | +7,732 | New Buy | 7,732 | $141.77 |
| Q2 2024 | -38,602 | Sold Out | 0 | $0.00 |
| Q1 2024 | +16,669 | Add 76.00% | 38,602 | $114.11 |
| Q4 2023 | -255,429 | Reduce 92.09% | 21,933 | $76.50 |
| Q3 2023 | -252,513 | Reduce 47.66% | 277,362 | $68.90 |
| Q2 2023 | -321,996 | Reduce 37.80% | 529,875 | $54.11 |
| Q1 2023 | -108,800 | Reduce 11.33% | 851,871 | $40.21 |
| Q4 2022 | +153,154 | Add 18.97% | 960,671 | $40.22 |
| Q3 2022 | +245,000 | Add 43.55% | 807,517 | $34.17 |
| Q2 2022 | +367,582 | Add 188.57% | 562,517 | $46.21 |
| Q1 2022 | +133,496 | Add 217.28% | 194,935 | $50.19 |
| Q4 2021 | -41,258 | Reduce 40.17% | 61,439 | $56.17 |
| Q2 2021 | +77,640 | Add 309.85% | 102,697 | $50.52 |
| Q1 2021 | +25,057 | New Buy | 25,057 | $44.70 |
| Q1 2019 | -357,052 | Sold Out | 0 | $0.00 |
| Q4 2018 | +357,052 | New Buy | 357,052 | $24.77 |
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 18 quarters since Q4 2018.
Jeremy Grantham's largest addition to Dell Technologies Inc. (DELL) was in Q2 2022, adding 562,517 shares worth $25.99 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 8,605 shares of Dell Technologies Inc. (DELL), valued at approximately $1.08 M.
As of the Q4 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.
Jeremy Grantham's peak holding in Dell Technologies Inc. (DELL) was 960,671 shares, as reported at the end of Q4 2022.