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Jeremy Grantham's Dell Technologies Inc. (DELL) position

Yes: as of Q1 2026, Jeremy Grantham holds 120K shares of DELL worth $20M (0.1% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
$20M
Shares held
120K
% of portfolio
0.1%
Est. average buy price (i)
$133.08
Quarter-end price
$164.13

Estimated trade prices

Average price in quarters with purchases
$56.43
Average prices in quarters with sales
  • Q4 2023: $70.68 (255K shares sold)
  • Q3 2023: $59.58 (253K shares sold)
  • Q2 2023: $46.02 (322K shares sold)
  • Q1 2023: $40.28 (109K shares sold)

DELL price vs Grantham's position

1Y 3Y 5Y MAX
Dates
$30$200$400$60020222023202420252026Added 9K shares (18.0%) · Q4 2021. Average closing price $55.75 · Price range $52.52–$58.919KsharespurchasedAdded 133K shares (217.3%) · Q1 2022. Average closing price $55.82 · Price range $49.33–$60.77133KsharespurchasedAdded 368K shares (188.6%) · Q2 2022. Average closing price $47.23 · Price range $40.05–$51.28368KsharespurchasedAdded 245K shares (43.6%) · Q3 2022. Average closing price $42.09 · Price range $34.17–$48.94245KsharespurchasedAdded 153K shares (19.0%) · Q4 2022. Average closing price $39.55 · Price range $33.77–$44.90153KsharespurchasedSold 109K shares (11.3%) · Q1 2023. Average closing price $40.28 · Price range $36.57–$43.40109KsharessoldSold 322K shares (37.8%) · Q2 2023. Average closing price $46.02 · Price range $40.23–$54.11322KsharessoldSold 253K shares (47.7%) · Q3 2023. Average closing price $59.58 · Price range $52.61–$72.16253KsharessoldSold 255K shares (92.1%) · Q4 2023. Average closing price $70.68 · Price range $64.51–$77.26255KsharessoldAdded 17K shares (76.0%) · Q1 2024. Average closing price $93.30 · Price range $74.79–$124.5917KsharespurchasedNew position of 8K shares · Q3 2025. Average closing price $129.74 · Price range $120.96–$141.778KsharespurchasedAdded 873 shares (11.3%) · Q4 2025. Average closing price $140.93 · Price range $117.40–$164.88873sharespurchasedAdded 111K shares (over 1,000%) · Q1 2026. Average closing price $133.25 · Price range $112.82–$184.01111Ksharespurchased← Earlier —1 purchase
Average closing price · filing quarter
$133.25
Price range · filing quarter
$112.82 – $184.01
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +111K +$15M +1,295.2% 120K May 14, 2026
Q4 2025 Added +873 +$123K +11.3% 9K Feb 17, 2026
Q3 2025 New +8K +$1.0M – 8K Nov 13, 2025
Q1 2024 Added +17K +$1.6M +76.0% 39K May 14, 2024
Q4 2023 Reduced −255K −$18M −92.1% 22K Feb 13, 2024
Q3 2023 Reduced −253K −$15M −47.7% 277K Nov 13, 2023
Q2 2023 Reduced −322K −$15M −37.8% 530K Aug 14, 2023
Q1 2023 Reduced −109K −$4.4M −11.3% 852K May 12, 2023
Q4 2022 Added +153K +$6.1M +19.0% 961K Feb 13, 2023
Q3 2022 Added +245K +$10M +43.6% 808K Nov 10, 2022
Q2 2022 Added +368K +$17M +188.6% 563K Aug 12, 2022
Q1 2022 Added +133K +$7.5M +217.3% 195K May 13, 2022
Q4 2021 Added +9K +$523K +18.0% 61K Feb 11, 2022
Q3 2021 Unchanged – – – 52K Nov 12, 2021
Q2 2021 Added +39K +$2.0M +309.9% 52K Aug 12, 2021
Q1 2021 First covered – – – 13K May 13, 2021
Data through Q1 2026 · filed May 14, 2026
16 grouped rows from 16 quarters

More Grantham positions

Microsoft Corporation(MSFT)
$2.3B
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Alphabet Inc.(GOOGL)
$1.9B
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Johnson & Johnson(JNJ)
$1.8B
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Apple Inc.(AAPL)
$1.8B
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Meta Platforms, Inc.(META)
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Lam Research Corporation(LRCX)
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Common questions

Does Jeremy Grantham own DELL?

Yes. As of Q1 2026, Jeremy Grantham disclosed 120K shares of DELL, worth $20M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy DELL?

Jeremy Grantham held DELL since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell DELL?

The quarter-by-quarter table above shows each sale and reduction Jeremy Grantham disclosed in DELL. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of DELL does Jeremy Grantham own?

Jeremy Grantham disclosed 120K shares of DELL as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for DELL?

Jeremy Grantham's estimated average buy price for DELL is $133.08, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.