Jeremy Grantham's GE Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 303,774 shares of GE Aerospace (GE) worth $91.38 M, representing 0.26% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in GE, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 750,266 shares. Largest reduction occurred in Q3 2024, reducing 1.38 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's GE Aerospace (GE) Holding Value Over Time
Track share changes against reported price movement
Quarterly GE Aerospace (GE) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2022 | +23,000 | New Buy | 23,000 | $63.65 |
| Q3 2022 | +20,800 | Add 90.43% | 43,800 | $61.92 |
| Q4 2022 | +7,300 | Add 16.67% | 51,100 | $83.79 |
| Q1 2023 | -51,100 | Sold Out | 0 | $0.00 |
| Q2 2023 | +750,266 | New Buy | 750,266 | $109.85 |
| Q3 2023 | +405,083 | Add 53.99% | 1.16 M | $110.55 |
| Q4 2023 | +49,883 | Add 4.32% | 1.21 M | $127.63 |
| Q1 2024 | +568,371 | Add 47.16% | 1.77 M | $175.53 |
| Q2 2024 | +39,203 | Add 2.21% | 1.81 M | $158.97 |
| Q3 2024 | -1.38 M | Reduce 75.95% | 435,953 | $188.58 |
| Q4 2024 | +21,368 | Add 4.90% | 457,321 | $166.79 |
| Q1 2025 | -59,913 | Reduce 13.10% | 397,408 | $200.15 |
| Q2 2025 | -24,419 | Reduce 6.14% | 372,989 | $257.39 |
| Q3 2025 | -69,215 | Reduce 18.56% | 303,774 | $300.82 |
Jeremy Grantham's GE Aerospace Investment FAQs
Jeremy Grantham first purchased GE Aerospace (GE) in Q2 2022, acquiring 23,000 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 GE Aerospace (GE) for 14 quarters since Q2 2022.
Jeremy Grantham's largest addition to GE Aerospace (GE) was in Q2 2023, adding 750,266 shares worth $82.42 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 303,774 shares of GE Aerospace (GE), valued at approximately $91.38 M.
As of the Q3 2025 filing, GE Aerospace (GE) represents approximately 0.26% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in GE Aerospace (GE) was 1,812,806 shares, as reported at the end of Q2 2024.