Terry Smith - Fundsmith Investment Services 13F Activity & Position Changes (Q2 2022)
As of Jun 30, 2022, the Fundsmith Investment Services portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 15, 2022. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2022, the filing reported:
New Buys - None reported
Increases - Adobe Inc., Amazon.com, Inc., Brown Forman Inc, Estee Lauder Companies, Inc. (T, IDEXX Laboratories, Inc., and 7 more
Reductions - None reported
Complete Exits - Starbucks Corporation
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2022
|
ADBE
Adobe Inc.
|
Buy |
+17,187
|
|
Q2 2022
|
AMZN
Amazon.com, Inc.
|
Buy |
+1,707,758
|
|
Q2 2022
|
BF-B
Brown Forman Inc
|
Buy |
+107,262
|
|
Q2 2022
|
EL
Estee Lauder Companies, Inc. (T
|
Buy |
+148,944
|
|
Q2 2022
|
IDXX
IDEXX Laboratories, Inc.
|
Buy |
+46,837
|
|
Q2 2022
|
MKC
McCormick & Company, Incorporat
|
Buy |
+482,442
|
|
Q2 2022
|
MSFT
Microsoft Corporation
|
Buy |
+221,693
|
|
Q2 2022
|
MTD
Mettler-Toledo International, I
|
Buy |
+8,978
|
|
Q2 2022
|
PEP
Pepsico, Inc.
|
Buy |
+82,343
|
|
Q2 2022
|
PM
Philip Morris International Inc
|
Buy |
+368,568
|
|
Q2 2022
|
SBUX
Starbucks Corporation
|
Sell - Position Exit |
-2,616,873
|
|
Q2 2022
|
SYK
Stryker Corporation
|
Buy |
+145,759
|
|
Q2 2022
|
V
Visa Inc.
|
Buy |
+216,107
|