Terry Smith Holdings Activity

Fundsmith Portfolio 13F

Fundsmith has disclosed a total of 38 changes to the portfolio in the latest (2026 Q1) SEC report(s): bought 1 totally new, decreased the number of shares of 33 and completely sold out 4 position(s).

What stocks is Terry Smith buying now?

In the recent quarter Terry Smith has bought (BMI) BADGER METER INC (new buy).

What does Terry Smith invest in?

Terry Smith's top 5 holdings (by % of portfolio) are (MAR) MARRIOTT INTERNATIONAL -CL A (8.59%), (SYK) STRYKER CORP (7.84%), (WAT) WATERS CORP (7.46%), (V) VISA INC-CLASS A SHARES (7.31%) and (GOOGL) ALPHABET INC-CL A (6.63%).

In the latest report(s) the following changes have been made to the top investments: (MAR) MARRIOTT INTERNATIONAL -CL A (reduced shares -15.3%), (SYK) STRYKER CORP (reduced shares -16.98%), (WAT) WATERS CORP (reduced shares -9.72%), (V) VISA INC-CLASS A SHARES (reduced shares -12.18%) and (GOOGL) ALPHABET INC-CL A (reduced shares -15.5%).

2024 Q4 (27 results)
MEDP
buy
+127,537
+0.18%
$332.23
40.67% $467.34
0.18%
DOCS
buy
+710,502
+0.16%
$53.39
62.46% $20.04
0.16%
SYK
-0.05%
-2,844
-0.00%
$360.05
13.29% $312.20
8.19%
IDXX
-0.05%
-1,307
-0.00%
$413.44
35.66% $560.88
4.69%
GOOGL
-0.06%
-3,809
-0.00%
$189.30
90.01% $359.68
5.53%
MTD
-0.08%
-464
-0.00%
$1,223.68
7.53% $1,131.49
3.09%
PG
-0.15%
-6,846
-0.00%
$167.65
10.76% $149.61
3.31%
MAR
-0.27%
-11,315
-0.01%
$278.94
44.31% $402.54
5.06%
WAT
-0.31%
-11,477
-0.02%
$370.98
4.13% $355.64
5.75%
CHD
-0.37%
-25,654
-0.01%
$104.71
6.83% $97.56
3.06%
PEP
-1.33%
-76,311
-0.05%
$152.06
5.12% $144.27
0.00%
MA
-1.47%
-957
-0.00%
$526.57
6.95% $489.98
0.14%
HD
-1.47%
-2,176
-0.00%
$388.99
15.58% $328.39
0.24%
ZTS
-1.47%
-3,397
-0.00%
$162.93
51.16% $79.57
0.16%
NKE
-2.60%
-163,864
-0.05%
$75.67
40.62% $44.93
1.98%
OTIS
-2.84%
-174,451
-0.07%
$92.61
23.60% $70.75
2.36%
BF.B
-3.72%
-372,626
-0.06%
$37.98
-
1.56%
META
-6.36%
-310,012
-0.77%
$585.51
3.16% $566.98
11.39%
PM
-6.39%
-767,484
-0.39%
$120.35
53.14% $184.30
5.77%
ADP
-10.02%
-558,108
-0.70%
$292.73
22.72% $226.21
6.26%
MSFT
-10.34%
-713,242
-1.28%
$421.50
7.30% $390.74
11.12%
FTNT
-15.69%
-1,587,870
-0.64%
$94.48
54.85% $146.30
3.44%
V
-16.66%
-924,264
-1.25%
$316.04
2.01% $322.39
6.23%
CGNX
-100.00%
-1,906,276
-0.33%
$40.50
57.06% $63.61
0.00%
MKC
-100.00%
-1,728,157
-0.61%
$82.30
40.52% $48.95
0.00%
MCD
-100.00%
-94,403
-0.12%
$304.51
6.47% $284.81
0.00%
AAPL
-100.00%
-1,558,589
-1.55%
$233.00
24.95% $291.13
0.00%
27 of 1,363

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.