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 Q2 (19 results)
INTU
buy
+1,090,434
+1.51%
$132.48
464.53% $747.90
1.51%
ADP
+29.04%
+1,164,972
+1.25%
$102.46
195.38% $302.65
5.56%
WAT
+11.69%
+401,420
+0.77%
$183.84
91.97% $352.91
7.39%
MMM
+10.22%
+199,716
+0.44%
$208.19
25.14% $155.84
4.70%
PYPL
+6.76%
+889,976
+0.50%
$53.67
32.96% $71.36
0.00%
V
+5.31%
+262,930
+0.26%
$93.78
271.01% $347.93
5.13%
MSFT
+5.08%
+474,526
+0.37%
$68.93
630.19% $503.32
7.75%
EL
+3.18%
+103,085
+0.12%
$95.98
5.11% $91.08
3.87%
PM
+1.53%
+79,106
+0.10%
$117.45
53.18% $179.91
6.45%
BDX
+0.26%
+5,977
+0.01%
$195.11
9.81% $175.97
4.71%
MAR
+0.03%
+60
+0.00%
$100.28
180.87% $281.65
0.19%
SYK
+0.01%
+496
+0.00%
$138.78
180.63% $389.46
7.53%
BCR
-0.24%
-5,670
-0.02%
$315.85
-
8.44%
JNJ
-0.62%
-25,596
-0.04%
$132.29
18.60% $156.90
5.66%
PEP
-0.66%
-35,246
-0.04%
$115.49
17.12% $135.26
6.46%
2777284Z
-0.70%
-34,585
-0.04%
$91.11
-
5.06%
IDXX
-0.76%
-30,237
-0.06%
$161.42
230.42% $533.37
7.53%
CL
-0.86%
-18,158
-0.01%
$73.72
21.52% $89.58
1.63%
SJM
-43.46%
-1,570,720
-1.94%
$117.57
10.90% $104.76
0.00%
2017 Q1 (18 results)
WAT
+11.32%
+349,178
+0.63%
$156.31
125.78% $352.91
6.23%
CL
+10.29%
+198,067
+0.17%
$72.80
23.06% $89.58
1.80%
PEP
+7.59%
+191,233
+0.49%
$111.86
20.92% $135.26
6.98%
MAR
+4.68%
+7,923
+0.01%
$94.18
199.06% $281.65
0.20%
SYK
+4.57%
+226,057
+0.35%
$131.65
195.83% $389.46
7.92%
PYPL
+4.49%
+551,842
+0.28%
$43.02
65.88% $71.36
6.58%
EL
+3.79%
+136,237
+0.13%
$84.79
7.42% $91.08
3.67%
ADP
+3.43%
+133,125
+0.16%
$102.39
195.59% $302.65
4.77%
BDX
+3.22%
+71,691
+0.15%
$183.44
4.07% $175.97
4.89%
BCR
+2.09%
+27,965
+0.15%
$248.32
-
7.37%
2777284Z
+0.46%
+12,600
+0.03%
$97.92
-
6.06%
PM
+0.17%
+8,735
+0.01%
$112.90
59.35% $179.91
6.77%
IDXX
+0.07%
+3,341
+0.01%
$154.61
244.98% $533.37
8.05%
V
+0.05%
+2,376
+0.00%
$88.87
291.50% $347.93
5.12%
JNJ
+0.02%
+681
+0.00%
$124.55
25.97% $156.90
5.94%
MSFT
-0.00%
-166
-0.00%
$65.86
664.23% $503.32
7.81%
SJM
-0.22%
-7,798
-0.01%
$131.08
20.08% $104.76
5.50%
MMM
-0.32%
-6,193
-0.01%
$191.33
18.55% $155.84
4.34%
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.