Grantham, Mayo, Van Otterloo & Co (GMO)’s ASML ASML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$204M Buy
154,570
+24,077
+18% +$33M 0.52% 33
2025
Q4
$140M Buy
130,493
+105,867
+430% +$110M 0.36% 36
2025
Q3
$23.8M Buy
24,626
+18,677
+314% +$14.7M 0.07% 151
2025
Q2
$4.77M Buy
5,949
+2,118
+55% +$1.52M 0.01% 303
2025
Q1
$2.54M Buy
3,831
+2,893
+308% +$2.1M 0.01% 365
2024
Q4
$650K Buy
938
+181
+24% +$130K ﹤0.01% 488
2024
Q3
$631K Buy
+757
New +$677K ﹤0.01% 477

Other funds holding ASML

Grantham, Mayo, Van Otterloo & Co (GMO)'s ASML Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its ASML (ASML) stake by 18% in Q1 2026, buying an estimated $33M and bringing the position to 154,570 shares worth $204M. The position accounts for 0.52% of the portfolio, ranked #33.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in ASML in Q3 2024 and has held it in 7 quarters since. 2,188 funds tracked by Wall St. Rank hold ASML as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 154,570 shares of ASML worth $204M as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 24,077 ASML shares in Q1 2026, an estimated $33M.
  • ASML made up 0.52% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #33 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in ASML in Q3 2024 and has held it in 7 quarters since.
  • 2,188 funds tracked by Wall St. Rank held ASML as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.