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%).

2017 Q4 (16 results)
PYPL
buy
+14,461,577
+9.13%
$73.62
3.07% $71.36
9.13%
INTU
+26.22%
+572,816
+0.77%
$157.78
374.01% $747.90
3.73%
PM
+20.09%
+885,344
+1.14%
$105.65
70.29% $179.91
6.80%
2777284Z
+16.72%
+939,417
+1.04%
$97.06
-
0.00%
V
+9.90%
+516,508
+0.50%
$114.02
205.15% $347.93
5.60%
PEP
+4.38%
+243,278
+0.25%
$119.92
12.79% $135.26
5.97%
MMM
+2.82%
+73,696
+0.15%
$235.37
33.79% $155.84
5.43%
CL
+0.70%
+17,359
+0.01%
$75.45
18.73% $89.58
1.61%
WAT
+0.22%
+6,594
+0.02%
$193.19
82.68% $352.91
7.23%
MSFT
+0.13%
+10,674
+0.01%
$85.54
488.40% $503.32
8.13%
ADP
-0.54%
-30,045
-0.03%
$117.19
158.26% $302.65
5.55%
SYK
-0.70%
-36,389
-0.05%
$154.84
151.52% $389.46
6.82%
JNJ
-0.97%
-31,116
-0.05%
$139.72
12.30% $156.90
5.19%
BCR
-1.75%
-33,899
-0.13%
$331.24
-
0.00%
MAR
-24.36%
-44,995
-0.05%
$135.73
107.51% $281.65
0.16%
IDXX
-76.18%
-14,088,162
-18.89%
$156.38
241.07% $533.37
5.90%
2017 Q3 (19 results)
IDXX
+315.94%
+14,046,878
+11.65%
$85.66
522.63% $533.37
15.34%
INTU
+100.37%
+902,896
+1.51%
$142.30
425.58% $747.90
3.01%
2777284Z
+41.54%
+2,197,994
+1.88%
$88.35
-
6.41%
MMM
+21.44%
+461,859
+0.94%
$209.54
25.63% $155.84
5.31%
PM
+19.29%
+818,810
+1.09%
$111.79
60.94% $179.91
6.77%
CL
+17.70%
+312,969
+0.26%
$73.14
22.48% $89.58
1.75%
WAT
+13.61%
+414,831
+0.90%
$178.74
97.44% $352.91
7.54%
ADP
+7.28%
+322,246
+0.40%
$109.02
177.61% $302.65
5.86%
JNJ
+7.25%
+295,714
+0.37%
$129.41
21.24% $156.90
5.48%
PEP
+4.22%
+225,363
+0.24%
$111.81
20.97% $135.26
6.02%
MSFT
+3.32%
+355,610
+0.25%
$73.85
581.54% $503.32
7.92%
EL
-0.02%
-608
-0.00%
$106.34
14.35% $91.08
3.96%
BDX
-0.03%
-675
-0.00%
$193.60
9.11% $175.97
4.32%
MAR
-0.03%
-46
-0.00%
$110.00
156.04% $281.65
0.20%
SYK
-0.03%
-1,376
-0.00%
$140.20
177.79% $389.46
7.02%
V
-0.03%
-1,473
-0.00%
$104.55
232.79% $347.93
5.28%
BCR
-0.74%
-18,871
-0.06%
$319.28
-
7.82%
PYPL
-100.00%
-14,051,261
-7.30%
$53.67
32.96% $71.36
0.00%
SJM
-100.00%
-2,043,846
-2.33%
$117.57
10.90% $104.76
0.00%
35 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.