Manager
Terry Smith
SEC filing name: Fundsmith LLP
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Reduce | IDEXX LABS INC | -410,249 | -0.99 pp |
| Exit | INTUIT | -625,619 | -2.42 pp |
| Reduce | WATERS CORP | -345,903 | -0.44 pp |
| Exit | NIKE INC | -5,770,181 | -2.15 pp |
| Reduce | VISA INC | -430,594 | +0.07 pp |
| Reduce | AUTOMATIC DATA PROCESSING IN | -322,864 | -0.17 pp |
| Reduce | STRYKER CORPORATION | -626,095 | +0.27 pp |
| Reduce | ALPHABET INC | -542,321 | +0.23 pp |
| Reduce | META PLATFORMS INC | -42,164 | +0.63 pp |
| Reduce | PHILIP MORRIS INTL INC | -1,011,434 | +0.85 pp |
| Reduce | MARRIOTT INTL INC NEW | -609,055 | +1.38 pp |
| Reduce | METTLER TOLEDO INTERNATIONAL | -11,991 | +0.86 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000156920526000005 | Q1 2026 | 34 | 12,827,766,987 | 13F-HR | 5/15/2026 | Fundsmith LLP |
| 000156920526000002 | Q4 2025 | 37 | 17,116,090,918 | 13F-HR | 2/17/2026 | Fundsmith LLP |
| 000156920525000004 | Q3 2025 | 35 | 19,795,225,546 | 13F-HR | 11/14/2025 | Fundsmith LLP |
| 000180154725000008 | Q2 2025 | 39 | 23,016,527,870 | 13F-HR | 8/14/2025 | Fundsmith LLP |
| 000152002325000003 | Q1 2025 | 38 | 21,974,626,595 | 13F-HR | 5/15/2025 | Fundsmith LLP |
| 000152002325000002 | Q4 2024 | 38 | 23,458,177,867 | 13F-HR | 2/14/2025 | Fundsmith LLP |
| 000152002324000040 | Q3 2024 | 40 | 25,278,411,425 | 13F-HR | 11/14/2024 | Fundsmith LLP |