Jeremy Grantham's GSK Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 2.57 M shares of GSK plc (GSK) worth $111.01 M, representing 0.31% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 13 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2022 | +2.14 M | New Buy | 2.14 M | $29.43 |
| Q4 2022 | -1.84 M | Reduce 85.83% | 303,410 | $35.14 |
| Q1 2023 | -144,700 | Reduce 47.69% | 158,710 | $35.58 |
| Q2 2023 | +473,664 | Add 298.45% | 632,374 | $35.64 |
| Q3 2023 | +634,070 | Add 100.27% | 1.27 M | $36.25 |
| Q4 2023 | +412,505 | Add 32.57% | 1.68 M | $37.06 |
| Q1 2024 | -169,984 | Reduce 10.12% | 1.51 M | $42.87 |
| Q2 2024 | +1.64 M | Add 108.44% | 3.15 M | $38.50 |
| Q3 2024 | +561,718 | Add 17.86% | 3.71 M | $40.88 |
| Q4 2024 | +446,568 | Add 12.05% | 4.15 M | $33.82 |
| Q1 2025 | -2.01 M | Reduce 48.46% | 2.14 M | $38.74 |
| Q2 2025 | +460,904 | Add 21.53% | 2.6 M | $38.40 |
| Q3 2025 | -29,449 | Reduce 1.13% | 2.57 M | $43.16 |
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 13 quarters since Q3 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to GSK plc (GSK) was in Q3 2022, adding 2,140,920 shares worth $63.01 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 2,572,126 shares of GSK plc (GSK), valued at approximately $111.01 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, GSK plc (GSK) represents approximately 0.31% 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 GSK plc (GSK) was 4,153,616 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.