Jeremy Grantham's GM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 692,885 shares of General Motors Company (GM) worth $56.35 M, representing 0.14% 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 GM, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 1.3 M shares. Largest reduction occurred in Q2 2016, reducing 1.9 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's General Motors Company (GM) Holding Value Over Time
Track share changes against reported price movement
Quarterly General Motors Company (GM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -54,375 | Reduce 7.28% | 692,885 | $81.32 |
| Q3 2025 | -166,649 | Reduce 18.23% | 747,260 | $60.97 |
| Q2 2025 | -137,535 | Reduce 13.08% | 913,909 | $49.21 |
| Q1 2025 | +39,072 | Add 3.86% | 1.05 M | $47.03 |
| Q4 2024 | -102,824 | Reduce 9.22% | 1.01 M | $53.27 |
| Q3 2024 | +45,712 | Add 4.27% | 1.12 M | $44.84 |
| Q2 2024 | -140,378 | Reduce 11.60% | 1.07 M | $46.46 |
| Q1 2024 | -263,755 | Reduce 17.90% | 1.21 M | $45.35 |
| Q4 2023 | +136,547 | Add 10.21% | 1.47 M | $35.92 |
| Q3 2023 | +112,332 | Add 9.17% | 1.34 M | $32.97 |
| Q2 2023 | -201,314 | Reduce 14.12% | 1.22 M | $38.56 |
| Q1 2023 | +100,600 | Add 7.59% | 1.43 M | $36.68 |
| Q4 2022 | +456,252 | Add 52.49% | 1.33 M | $33.64 |
| Q3 2022 | -22,900 | Reduce 2.57% | 869,200 | $32.09 |
| Q2 2022 | +256,000 | Add 40.25% | 892,100 | $31.76 |
| Q1 2022 | +123,400 | Add 24.07% | 636,100 | $43.74 |
| Q4 2021 | -76,700 | Reduce 13.01% | 512,700 | $58.63 |
| Q3 2021 | +84,000 | Add 16.62% | 589,400 | $52.71 |
| Q2 2021 | +9,160 | Add 1.85% | 505,400 | $59.17 |
| Q1 2021 | +45,040 | Add 9.98% | 496,240 | $57.46 |
| Q4 2020 | +451,200 | New Buy | 451,200 | $41.64 |
| Q2 2020 | -626,300 | Sold Out | 0 | $0.00 |
| Q1 2020 | -299,600 | Reduce 32.36% | 626,300 | $20.78 |
| Q4 2019 | -161,100 | Reduce 14.82% | 925,900 | $36.60 |
| Q3 2019 | -40,000 | Reduce 3.55% | 1.09 M | $37.48 |
| Q2 2019 | +15,000 | Add 1.35% | 1.13 M | $38.53 |
| Q1 2019 | +192,000 | Add 20.87% | 1.11 M | $37.10 |
| Q4 2018 | -289,516 | Reduce 23.94% | 920,000 | $33.45 |
| Q3 2018 | -151,700 | Reduce 11.14% | 1.21 M | $33.67 |
| Q2 2018 | -1.05 M | Reduce 43.47% | 1.36 M | $39.40 |
| Q1 2018 | -52,300 | Reduce 2.13% | 2.41 M | $36.34 |
| Q4 2017 | -373,100 | Reduce 13.17% | 2.46 M | $40.99 |
| Q3 2017 | -78,700 | Reduce 2.70% | 2.83 M | $40.38 |
| Q2 2017 | +348,800 | Add 13.61% | 2.91 M | $34.93 |
| Q1 2017 | +947,700 | Add 58.66% | 2.56 M | $35.36 |
| Q4 2016 | +404,800 | Add 33.44% | 1.62 M | $34.84 |
| Q3 2016 | -297,700 | Reduce 19.74% | 1.21 M | $31.77 |
| Q2 2016 | -1.9 M | Reduce 55.69% | 1.51 M | $28.30 |
| Q1 2016 | +1.3 M | Add 62.09% | 3.4 M | $31.43 |
| Q4 2015 | -151,580 | Reduce 6.73% | 2.1 M | $34.01 |
| Q3 2015 | +540,756 | Add 31.61% | 2.25 M | $30.02 |
| Q2 2015 | +59,724 | Add 3.62% | 1.71 M | $33.33 |
| Q1 2015 | +174,458 | Add 11.81% | 1.65 M | $37.50 |
| Q4 2014 | +774,087 | Add 110.18% | 1.48 M | $34.91 |
| Q3 2014 | +302,154 | Add 75.46% | 702,555 | $31.94 |
| Q2 2014 | -179,325 | Reduce 30.93% | 400,401 | $36.30 |
| Q1 2014 | -696,491 | Reduce 54.57% | 579,726 | $34.42 |
| Q4 2013 | -9,237 | Reduce 0.72% | 1.28 M | $40.87 |
| Q3 2013 | -257,391 | Reduce 16.68% | 1.29 M | $35.97 |
| Q2 2013 | +1.54 M | Add 0.00% | 1.54 M | $33.31 |
Jeremy Grantham's General Motors Company Investment FAQs
Jeremy Grantham first purchased General Motors Company (GM) in Q2 2013, acquiring 1,542,845 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 General Motors Company (GM) for 50 quarters since Q2 2013.
Jeremy Grantham's largest addition to General Motors Company (GM) was in Q2 2013, adding 1,542,845 shares worth $51.39 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 692,885 shares of General Motors Company (GM), valued at approximately $56.35 M.
As of the Q4 2025 filing, General Motors Company (GM) represents approximately 0.14% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in General Motors Company (GM) was 3,403,900 shares, as reported at the end of Q1 2016.