Jeremy Grantham's IBM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 64,995 shares of International Business Machines Corporation (IBM) worth $19.25 M, representing 0.05% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in IBM, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 1.48 M shares. Largest reduction occurred in Q1 2015, reducing 2.5 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's International Business Machines Corporation (IBM) Holding Value Over Time
Track share changes against reported price movement
Quarterly International Business Machines Corporation (IBM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -72,190 | Reduce 52.62% | 64,995 | $296.21 |
| Q3 2025 | +11,836 | Add 9.44% | 137,185 | $282.16 |
| Q2 2025 | -94,309 | Reduce 42.93% | 125,349 | $294.78 |
| Q1 2025 | -111,114 | Reduce 33.59% | 219,658 | $248.66 |
| Q4 2024 | -54,261 | Reduce 14.09% | 330,772 | $219.83 |
| Q3 2024 | -28,996 | Reduce 7.00% | 385,033 | $221.08 |
| Q2 2024 | +6,344 | Add 1.56% | 414,029 | $172.95 |
| Q1 2024 | -73,776 | Reduce 15.32% | 407,685 | $190.96 |
| Q4 2023 | -4,108 | Reduce 0.85% | 481,461 | $163.55 |
| Q3 2023 | -17,210 | Reduce 3.42% | 485,569 | $140.30 |
| Q2 2023 | +14,038 | Add 2.87% | 502,779 | $133.81 |
| Q1 2023 | +23,100 | Add 4.96% | 488,741 | $131.09 |
| Q4 2022 | +171,394 | Add 58.25% | 465,641 | $140.89 |
| Q3 2022 | +5,700 | Add 1.98% | 294,247 | $118.81 |
| Q2 2022 | +42,091 | Add 17.08% | 288,547 | $141.19 |
| Q1 2022 | -13,600 | Reduce 5.23% | 246,456 | $130.02 |
| Q4 2021 | -65,762 | Reduce 20.18% | 260,056 | $133.66 |
| Q3 2021 | +59,982 | Add 22.56% | 325,818 | $138.93 |
| Q2 2021 | +35,536 | Add 15.43% | 265,836 | $146.59 |
| Q1 2021 | +70,000 | Add 43.67% | 230,300 | $133.26 |
| Q4 2020 | +160,300 | New Buy | 160,300 | $125.88 |
| Q4 2018 | -1,355 | Sold Out | 0 | $0.00 |
| Q3 2018 | -511 | Reduce 27.38% | 1,355 | $151.29 |
| Q2 2018 | -400 | Reduce 17.65% | 1,866 | $139.87 |
| Q4 2017 | -94,118 | Reduce 97.65% | 2,266 | $153.57 |
| Q3 2017 | -260,823 | Reduce 73.02% | 96,384 | $145.08 |
| Q2 2017 | +9,326 | Add 2.68% | 357,207 | $153.83 |
| Q1 2017 | -108,400 | Reduce 23.76% | 347,881 | $174.14 |
| Q4 2016 | -143,176 | Reduce 23.88% | 456,281 | $165.99 |
| Q3 2016 | -358,987 | Reduce 37.46% | 599,457 | $158.85 |
| Q2 2016 | -37,852 | Reduce 3.80% | 958,444 | $151.78 |
| Q1 2016 | -50,249 | Reduce 4.80% | 996,296 | $151.45 |
| Q4 2015 | -1.66 M | Reduce 61.40% | 1.05 M | $137.62 |
| Q3 2015 | +6,882 | Add 0.25% | 2.71 M | $144.97 |
| Q2 2015 | +1.48 M | Add 120.23% | 2.7 M | $162.66 |
| Q1 2015 | -2.5 M | Reduce 67.08% | 1.23 M | $160.50 |
| Q4 2014 | -2.33 M | Reduce 38.49% | 3.73 M | $160.44 |
| Q3 2014 | -2 M | Reduce 24.78% | 6.06 M | $189.83 |
| Q2 2014 | -1.51 M | Reduce 15.79% | 8.06 M | $181.27 |
| Q1 2014 | +572,550 | Add 6.36% | 9.57 M | $192.49 |
| Q4 2013 | +1.37 M | Add 17.93% | 9 M | $187.57 |
| Q3 2013 | +670,395 | Add 9.63% | 7.63 M | $185.18 |
| Q2 2013 | +6.96 M | Add 0.00% | 6.96 M | $191.11 |
Jeremy Grantham's International Business Machines Corporation Investment FAQs
Jeremy Grantham first purchased International Business Machines Corporation (IBM) in Q2 2013, acquiring 6,961,422 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 International Business Machines Corporation (IBM) for 44 quarters since Q2 2013.
Jeremy Grantham's largest addition to International Business Machines Corporation (IBM) was in Q2 2013, adding 6,961,422 shares worth $1.33 B.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 64,995 shares of International Business Machines Corporation (IBM), valued at approximately $19.25 M.
As of the Q4 2025 filing, International Business Machines Corporation (IBM) represents approximately 0.05% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in International Business Machines Corporation (IBM) was 9,572,485 shares, as reported at the end of Q1 2014.