Jeremy Grantham's VZ Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.44 M shares of Verizon Communications Inc. (VZ) worth $63.19 M, representing 0.18% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in VZ, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 3.99 M shares. Largest reduction occurred in Q3 2016, reducing 3.93 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Verizon Communications (VZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Verizon Communications (VZ) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +295,143 | Add 0.00% | 295,142 | $50.34 |
| Q3 2013 | -285,293 | Reduce 96.66% | 9,849 | $46.71 |
| Q4 2013 | -4,830 | Reduce 49.04% | 5,019 | $49.21 |
| Q1 2014 | -5,019 | Sold Out | 5,019 | $0.00 |
| Q3 2015 | +2.24 M | New Buy | 2.24 M | $43.51 |
| Q4 2015 | +3.99 M | Add 178.40% | 6.23 M | $46.22 |
| Q1 2016 | -302,420 | Reduce 4.86% | 5.93 M | $54.08 |
| Q2 2016 | +499,717 | Add 8.43% | 6.43 M | $55.84 |
| Q3 2016 | -3.93 M | Reduce 61.14% | 2.5 M | $51.98 |
| Q4 2016 | -847,405 | Reduce 33.94% | 1.65 M | $53.38 |
| Q1 2017 | -416,727 | Reduce 25.26% | 1.23 M | $48.75 |
| Q2 2017 | -1.12 M | Reduce 90.76% | 113,900 | $44.66 |
| Q3 2017 | -96,000 | Reduce 84.28% | 17,900 | $49.50 |
| Q4 2017 | -8,000 | Reduce 44.69% | 9,900 | $52.93 |
| Q1 2018 | +2,000 | Add 20.20% | 11,900 | $47.82 |
| Q2 2018 | +68,800 | Add 578.15% | 80,700 | $50.31 |
| Q3 2018 | +173,600 | Add 215.12% | 254,300 | $53.39 |
| Q4 2018 | +153,400 | Add 60.32% | 407,700 | $56.22 |
| Q1 2019 | -381,000 | Reduce 93.45% | 26,700 | $59.14 |
| Q3 2019 | +48,727 | Add 182.50% | 75,427 | $60.36 |
| Q4 2019 | +102,692 | Add 136.15% | 178,119 | $61.40 |
| Q2 2020 | -110,144 | Reduce 61.84% | 67,975 | $55.12 |
| Q3 2020 | -53,400 | Reduce 78.56% | 14,575 | $59.49 |
| Q1 2021 | +48,400 | Add 332.08% | 62,975 | $58.15 |
| Q2 2021 | +603,600 | Add 958.48% | 666,575 | $56.03 |
| Q3 2021 | +135,088 | Add 20.27% | 801,663 | $54.01 |
| Q4 2021 | -33,262 | Reduce 4.15% | 768,401 | $51.96 |
| Q1 2022 | +161,685 | Add 21.04% | 930,086 | $50.94 |
| Q2 2022 | +146,491 | Add 15.75% | 1.08 M | $50.75 |
| Q3 2022 | -144,400 | Reduce 13.41% | 932,177 | $37.97 |
| Q4 2022 | +752,332 | Add 80.71% | 1.68 M | $39.40 |
| Q1 2023 | +191,523 | Add 11.37% | 1.88 M | $38.89 |
| Q2 2023 | +52,630 | Add 2.81% | 1.93 M | $37.19 |
| Q3 2023 | +114,327 | Add 5.93% | 2.04 M | $32.41 |
| Q4 2023 | -98,296 | Reduce 4.81% | 1.94 M | $37.70 |
| Q1 2024 | -215,442 | Reduce 11.08% | 1.73 M | $41.96 |
| Q2 2024 | -15,082 | Reduce 0.87% | 1.71 M | $41.24 |
| Q3 2024 | -2,580 | Reduce 0.15% | 1.71 M | $44.91 |
| Q4 2024 | -2,741 | Reduce 0.16% | 1.71 M | $39.99 |
| Q1 2025 | +97,123 | Add 5.68% | 1.81 M | $45.36 |
| Q2 2025 | -237,019 | Reduce 13.12% | 1.57 M | $43.27 |
| Q3 2025 | -131,078 | Reduce 8.35% | 1.44 M | $43.95 |
Jeremy Grantham's Verizon Communications Investment FAQs
Jeremy Grantham first purchased Verizon Communications Inc. (VZ) in Q2 2013, acquiring 295,142 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 Verizon Communications Inc. (VZ) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Verizon Communications Inc. (VZ) was in Q4 2015, adding 6,228,726 shares worth $287.89 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 1,437,874 shares of Verizon Communications Inc. (VZ), valued at approximately $63.19 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Verizon Communications Inc. (VZ) represents approximately 0.18% 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 Verizon Communications Inc. (VZ) was 6,426,023 shares, as reported at the end of Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.