Jeremy Grantham's HD Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3,294 shares of The Home Depot, Inc. (HD) worth $1.33 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in HD, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2015, adding 1.4 M shares. Largest reduction occurred in Q3 2016, reducing 1.29 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's The Home Depot (HD) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Home Depot (HD) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +744,693 | Add 0.00% | 744,693 | $77.47 |
| Q3 2013 | -90,270 | Reduce 12.12% | 654,423 | $75.85 |
| Q4 2013 | +344,199 | Add 52.60% | 998,622 | $82.34 |
| Q1 2014 | -966,554 | Reduce 96.79% | 32,068 | $79.14 |
| Q2 2014 | -15,193 | Reduce 47.38% | 16,875 | $80.95 |
| Q3 2014 | -16,875 | Sold Out | 0 | $0.00 |
| Q3 2015 | +1.4 M | New Buy | 1.4 M | $115.49 |
| Q4 2015 | +667,500 | Add 47.80% | 2.06 M | $132.25 |
| Q1 2016 | +211,150 | Add 10.23% | 2.28 M | $133.43 |
| Q2 2016 | -46,300 | Reduce 2.04% | 2.23 M | $127.69 |
| Q3 2016 | -1.29 M | Reduce 58.00% | 935,945 | $128.68 |
| Q4 2016 | -275,343 | Reduce 29.42% | 660,602 | $134.08 |
| Q1 2017 | -161,827 | Reduce 24.50% | 498,775 | $146.83 |
| Q2 2017 | -40,000 | Reduce 8.02% | 458,775 | $153.40 |
| Q3 2017 | -268,800 | Reduce 58.59% | 189,975 | $163.56 |
| Q4 2017 | -158,200 | Reduce 83.27% | 31,775 | $189.52 |
| Q1 2018 | -26,975 | Reduce 84.89% | 4,800 | $178.33 |
| Q2 2018 | -2,200 | Reduce 45.83% | 2,600 | $195.00 |
| Q3 2018 | -100 | Reduce 3.85% | 2,500 | $207.20 |
| Q4 2018 | -2,500 | Sold Out | 0 | $0.00 |
| Q1 2021 | +6,150 | New Buy | 6,150 | $305.20 |
| Q2 2021 | -4,150 | Reduce 67.48% | 2,000 | $319.00 |
| Q3 2021 | -2,000 | Sold Out | 0 | $0.00 |
| Q1 2022 | +26,307 | New Buy | 26,307 | $299.31 |
| Q3 2022 | +24,500 | Add 93.13% | 50,807 | $275.95 |
| Q4 2022 | -2,800 | Reduce 5.51% | 48,007 | $315.86 |
| Q1 2023 | -34,300 | Reduce 71.45% | 13,707 | $295.12 |
| Q2 2023 | -13,707 | Sold Out | 0 | $0.00 |
| Q1 2024 | +1,940 | New Buy | 1,940 | $383.60 |
| Q2 2024 | -1,940 | Sold Out | 0 | $0.00 |
| Q3 2024 | +3,130 | New Buy | 3,130 | $405.20 |
| Q4 2024 | -95 | Reduce 3.04% | 3,035 | $388.97 |
| Q1 2025 | +318 | Add 10.48% | 3,353 | $366.49 |
| Q2 2025 | +229 | Add 6.83% | 3,582 | $366.64 |
| Q3 2025 | -288 | Reduce 8.04% | 3,294 | $405.19 |
Jeremy Grantham's The Home Depot Investment FAQs
Jeremy Grantham first purchased The Home Depot, Inc. (HD) in Q2 2013, acquiring 744,693 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 The Home Depot, Inc. (HD) for 36 quarters since Q2 2013.
Jeremy Grantham's largest addition to The Home Depot, Inc. (HD) was in Q3 2015, adding 1,396,354 shares worth $161.26 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,294 shares of The Home Depot, Inc. (HD), valued at approximately $1.33 M.
As of the Q3 2025 filing, The Home Depot, Inc. (HD) 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 The Home Depot, Inc. (HD) was 2,275,004 shares, as reported at the end of Q1 2016.