Jeremy Grantham's GSK Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3.49 M shares of GSK plc (GSK) worth $171.12 M, representing 0.44% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in GSK, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 1.64 M shares. Largest reduction occurred in Q1 2025, reducing 2.01 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's GSK plc (GSK) Holding Value Over Time
Track share changes against reported price movement
Quarterly GSK plc (GSK) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +917,248 | Add 35.66% | 3.49 M | $49.04 |
| Q3 2025 | -29,449 | Reduce 1.13% | 2.57 M | $43.16 |
| Q2 2025 | +460,904 | Add 21.53% | 2.6 M | $38.40 |
| Q1 2025 | -2.01 M | Reduce 48.46% | 2.14 M | $38.74 |
| Q4 2024 | +446,568 | Add 12.05% | 4.15 M | $33.82 |
| Q3 2024 | +561,718 | Add 17.86% | 3.71 M | $40.88 |
| Q2 2024 | +1.64 M | Add 108.44% | 3.15 M | $38.50 |
| Q1 2024 | -169,984 | Reduce 10.12% | 1.51 M | $42.87 |
| Q4 2023 | +412,505 | Add 32.57% | 1.68 M | $37.06 |
| Q3 2023 | +634,070 | Add 100.27% | 1.27 M | $36.25 |
| Q2 2023 | +473,664 | Add 298.45% | 632,374 | $35.64 |
| Q1 2023 | -144,700 | Reduce 47.69% | 158,710 | $35.58 |
| Q4 2022 | -1.84 M | Reduce 85.83% | 303,410 | $35.14 |
| Q3 2022 | +2.14 M | New Buy | 2.14 M | $29.43 |
Jeremy Grantham's GSK plc Investment FAQs
Jeremy Grantham first purchased GSK plc (GSK) in Q3 2022, acquiring 2,140,920 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 GSK plc (GSK) for 14 quarters since Q3 2022.
Jeremy Grantham's largest addition to GSK plc (GSK) was in Q3 2022, adding 2,140,920 shares worth $63.01 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,489,374 shares of GSK plc (GSK), valued at approximately $171.12 M.
As of the Q4 2025 filing, GSK plc (GSK) represents approximately 0.44% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in GSK plc (GSK) was 4,153,616 shares, as reported at the end of Q4 2024.