Grandfield & Dodd LLC Investment Activity in Q3 2026
Grandfield & Dodd LLC made significant changes to its portfolio holdings during the third quarter of 2026, including notable purchases and sales across various sectors.
According to data from Insiderset, Grandfield & Dodd LLC's investment activities in Q3 2026 reflect a dynamic shift within their portfolio. The firm registered substantial changes in specific holdings during this quarter.
Purchases and Increased Holdings
In the third quarter of 2026, Grandfield & Dodd LLC demonstrated significant buying activity on Insiderset's records. Notably, they increased their stake in Smith AO Corp (AOS) by a considerable 133.43%, adding over 120,000 shares to reach a position worth approximately $13 million.
Concurrent with this increase, the firm also boosted its investment in Analog Devices Inc. (ADI), raising their stake by roughly 6.7% or about 16,654 additional shares, valued at around $9 million currently and accounting for nearly 4.82% of the portfolio.
Furthermore, Grandfield & Dodd LLC significantly expanded its position in Boeing Co. (BA) during Q3, acquiring approximately 69,627 more shares than previously held, representing a staggering increase of over 4,100%. This brings their total BA stake to about $15 million.
They also showed strong interest in Corning Inc. (GLW), increasing their holdings by nearly 28.56% or around 18,838 more shares than the prior period, though this is a relatively small position now worth just under $12 million.
Sales and Decreased Holdings
On the other side of their investment strategy, Grandfield & Dodd LLC registered substantial sales during Q3 2026. The firm sold shares in Applied Materials Inc. (AMAT), reducing their stake by approximately 7.57% or about 20,318 fewer shares than previously held.
Similarly, they decreased their position in Johnson Controls International PLC (JCI) by roughly 10.08%, selling off nearly 48,530 more shares this quarter compared to the prior period.
Mixed Activity and Portfolio Insights
The investment pattern also included mixed activities for other stocks within their portfolio during Q3. For instance, they sold a portion of their holdings in Microsoft Corp (MSFT), reducing their stake by about 0.26% or just over 591 fewer shares.
Additionally, the firm saw a decrease in their investment in Devon Energy Corp New (DVN) during Q3, with sales accounting for roughly -1.74% change from prior period holdings.
No Disclosures for Certain Activities
In some cases, specific details about changes were not disclosed by Insiderset regarding Grandfield & Dodd LLC's activities in the third quarter of 2026.