Terry Smith Holdings Activity

Fundsmith Portfolio 13F

Fundsmith has disclosed a total of 29 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 5, bought 2 totally new, decreased the number of shares of 20 and completely sold out 2 position(s).

What stocks is Terry Smith buying now?

In the recent quarter Terry Smith has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (ZTS) ZOETIS INC (added shares +1020.18%), (TXN) TEXAS INSTRUMENTS INC (added shares +60.28%), (INTU) INTUIT INC (new buy), (CPRX) CATALYST PHARMACEUTICALS INC (new buy) and (DOCS) DOXIMITY INC-CLASS A (added shares +67.47%).

What does Terry Smith invest in?

Terry Smith's top 5 holdings (by % of portfolio) are (META) META PLATFORMS INC-CLASS A (10.19%), (MSFT) MICROSOFT CORP (9.17%), (SYK) STRYKER CORP (8.59%), (PM) PHILIP MORRIS INTERNATIONAL (7.81%) and (V) VISA INC-CLASS A SHARES (6.6%).

In the latest report(s) the following changes have been made to the top investments: (META) META PLATFORMS INC-CLASS A (reduced shares -14.85%), (MSFT) MICROSOFT CORP (reduced shares -13.2%), (SYK) STRYKER CORP (reduced shares -4.96%), (PM) PHILIP MORRIS INTERNATIONAL (reduced shares -3.91%) and (V) VISA INC-CLASS A SHARES (reduced shares -10.5%).

2018 Q2 (18 results)
MCD
buy
+12,080,320
+8.87%
$98.61
198.23% $294.08
0.00%
MMM
+25.75%
+417,456
+1.02%
$196.72
22.25% $152.94
4.98%
PM
+17.58%
+1,566,361
+0.94%
$80.74
121.55% $178.88
6.29%
PEP
+16.68%
+593,089
+0.89%
$108.87
24.35% $135.38
6.22%
CL
+14.67%
+268,471
+0.22%
$64.81
43.16% $92.78
1.73%
EL
+14.09%
+607,099
+0.64%
$142.69
37.82% $88.72
5.22%
WAT
+8.25%
+360,404
+0.52%
$193.59
80.91% $350.22
6.81%
META
+7.29%
+374,922
+0.54%
$194.32
270.01% $719.01
7.98%
JNJ
+5.27%
+228,175
+0.21%
$121.34
28.57% $156.01
4.11%
BDX
+3.58%
+129,173
+0.23%
$239.56
26.47% $176.16
6.66%
MAR
+0.59%
+445
+0.00%
$126.59
121.21% $280.03
0.13%
ADP
+0.15%
+8,507
+0.01%
$134.14
130.51% $309.20
5.78%
INTU
+0.04%
+1,672
+0.00%
$204.30
282.10% $780.64
6.04%
SYK
+0.04%
+2,215
+0.00%
$168.86
134.09% $395.28
6.93%
IDXX
+0.03%
+824
+0.00%
$217.94
150.99% $547.01
7.18%
V
-0.01%
-441
-0.00%
$132.45
170.94% $358.86
5.64%
PYPL
-0.10%
-15,227
-0.01%
$83.27
8.02% $76.59
9.43%
MSFT
-100.00%
-12,075,307
-8.20%
$91.27
446.55% $498.84
0.00%
2018 Q1 (19 results)
META
buy
+5,142,881
+6.77%
$159.79
349.97% $719.01
6.77%
BDX
+56.65%
+880,193
+2.33%
$216.70
18.71% $176.16
6.44%
INTU
+43.88%
+798,603
+1.73%
$173.35
350.33% $780.64
5.67%
CL
+25.35%
+632,473
+0.37%
$71.68
29.44% $92.78
1.85%
PM
+18.66%
+1,401,190
+1.15%
$99.40
79.96% $178.88
7.30%
PEP
+13.44%
+491,408
+0.70%
$109.15
24.03% $135.38
5.92%
EL
+12.08%
+464,559
+0.57%
$149.72
40.74% $88.72
5.32%
MSFT
+8.87%
+984,147
+0.74%
$91.27
446.55% $498.84
0.00%
SYK
+7.32%
+376,207
+0.50%
$160.92
145.64% $395.28
7.32%
PYPL
+5.28%
+763,390
+0.48%
$75.87
0.95% $76.59
9.52%
ADP
+4.61%
+254,791
+0.24%
$113.48
172.47% $309.20
5.41%
IDXX
+0.52%
+22,901
+0.04%
$191.39
185.81% $547.01
6.99%
MMM
+0.48%
+12,792
+0.02%
$219.52
30.33% $152.94
4.89%
WAT
+0.08%
+3,277
+0.01%
$198.65
76.30% $350.22
7.15%
JNJ
-0.10%
-4,545
-0.00%
$128.15
21.74% $156.01
4.57%
V
-0.21%
-7,343
-0.01%
$119.62
200.00% $358.86
5.64%
MAR
-2.11%
-1,904
-0.00%
$135.98
105.94% $280.03
0.15%
2777284Z
-100.00%
-6,556,835
-6.99%
$97.06
-
0.00%
BCR
-100.00%
-1,900,226
-6.78%
$331.24
-
0.00%
37 of 1,236

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.