Jeremy Grantham's STM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.02 M shares of STMicroelectronics N.V. (STM) worth $26.45 M, representing 0.07% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in STM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2017, adding 2.93 M shares. Largest reduction occurred in Q1 2021, reducing 1.67 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's STMicroelectronics NV (STM) Holding Value Over Time
Track share changes against reported price movement
Quarterly STMicroelectronics NV (STM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +173,249 | Add 20.47% | 1.02 M | $25.94 |
| Q3 2025 | -717,730 | Reduce 45.89% | 846,459 | $28.26 |
| Q2 2025 | -577,637 | Reduce 26.97% | 1.56 M | $30.41 |
| Q1 2025 | +356,291 | Add 19.95% | 2.14 M | $21.96 |
| Q4 2024 | -539,269 | Reduce 23.20% | 1.79 M | $24.97 |
| Q3 2024 | -351,015 | Reduce 13.12% | 2.32 M | $29.73 |
| Q2 2024 | +306,109 | Add 12.92% | 2.68 M | $39.28 |
| Q1 2024 | -101,352 | Reduce 4.10% | 2.37 M | $43.24 |
| Q4 2023 | +241,862 | Add 10.85% | 2.47 M | $50.13 |
| Q3 2023 | +12,476 | Add 0.56% | 2.23 M | $43.16 |
| Q2 2023 | -233,776 | Reduce 9.54% | 2.22 M | $49.99 |
| Q1 2023 | -287,300 | Reduce 10.49% | 2.45 M | $53.49 |
| Q4 2022 | +352,500 | Add 14.78% | 2.74 M | $35.57 |
| Q3 2022 | +1.27 M | Add 113.62% | 2.39 M | $30.94 |
| Q2 2022 | +754,000 | Add 207.94% | 1.12 M | $31.47 |
| Q1 2022 | +259,700 | Add 252.38% | 362,600 | $43.22 |
| Q4 2021 | -264,200 | Reduce 71.97% | 102,900 | $48.88 |
| Q3 2021 | +340,556 | Add 1282.99% | 367,100 | $43.63 |
| Q2 2021 | -599,101 | Reduce 95.76% | 26,544 | $36.39 |
| Q1 2021 | -1.67 M | Reduce 72.75% | 625,645 | $38.33 |
| Q4 2020 | -647,600 | Reduce 22.00% | 2.3 M | $37.12 |
| Q3 2020 | -844,900 | Reduce 22.30% | 2.94 M | $30.69 |
| Q2 2020 | -245,403 | Reduce 6.08% | 3.79 M | $27.41 |
| Q1 2020 | +4,800 | Add 0.12% | 4.03 M | $21.37 |
| Q4 2019 | -351,000 | Reduce 8.01% | 4.03 M | $26.91 |
| Q3 2019 | -236,500 | Reduce 5.12% | 4.38 M | $19.34 |
| Q2 2019 | -631,500 | Reduce 12.03% | 4.62 M | $17.62 |
| Q1 2019 | -625,900 | Reduce 10.66% | 5.25 M | $14.85 |
| Q4 2018 | -23,700 | Reduce 0.40% | 5.87 M | $13.88 |
| Q3 2018 | +1.12 M | Add 23.36% | 5.9 M | $18.34 |
| Q2 2018 | -230,678 | Reduce 4.60% | 4.78 M | $22.12 |
| Q1 2018 | +1.25 M | Add 33.38% | 5.01 M | $22.29 |
| Q4 2017 | +50,000 | Add 1.35% | 3.76 M | $21.84 |
| Q3 2017 | -230,200 | Reduce 5.85% | 3.71 M | $19.42 |
| Q2 2017 | +2.93 M | Add 292.05% | 3.94 M | $14.38 |
| Q1 2017 | +1 M | New Buy | 1 M | $15.46 |
Jeremy Grantham's STMicroelectronics NV Investment FAQs
Jeremy Grantham first purchased STMicroelectronics N.V. (STM) in Q1 2017, acquiring 1,004,300 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 STMicroelectronics N.V. (STM) for 36 quarters since Q1 2017.
Jeremy Grantham's largest addition to STMicroelectronics N.V. (STM) was in Q2 2017, adding 3,937,400 shares worth $56.62 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,019,708 shares of STMicroelectronics N.V. (STM), valued at approximately $26.45 M.
As of the Q4 2025 filing, STMicroelectronics N.V. (STM) represents approximately 0.07% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in STMicroelectronics N.V. (STM) was 5,897,466 shares, as reported at the end of Q3 2018.