Terry Smith - Fundsmith Investment Services Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2021 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+4.41B
+9,999%+
Winning Positions
+83.05%
49 wins / 59 positions
Average Gain (Winners)
$114.23M
+9,999%+ avg per position
Active Positions
24
5 losing positions
Portfolio Value Over Time
Total Positions Tracked
59
All holdings over time
Win/Loss Ratio
9.80
49 gains / 5 losses
Active vs. Exited
24 / 35
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| SYK | Stryker Corporation | Healthcare | Jun 2021 | ACTIVE | $5.95K | $389.66M | $389.65M | +9,999%+ |
| MAR | Marriott International | Consumer Cyclical | Mar 2023 | ACTIVE | $4.65M | $392.20M | $387.55M | +8329.64% |
| WAT | Waters Corporation | Healthcare | Mar 2022 | ACTIVE | $256.25K | $326.64M | $326.39M | +9,999%+ |
| GOOGL | Alphabet Inc. | Communication Services | Mar 2022 | ACTIVE | $272.90K | $326.20M | $325.93M | +9,999%+ |
| EL | Estee Lauder Companies, Inc. (T | Consumer Defensive | Jun 2021 | EXITED | $3.88K | $321.64M | $321.63M | +9,999%+ |
| V | Visa Inc. | Financial Services | Jun 2021 | ACTIVE | $2.93K | $309.93M | $309.93M | +9,999%+ |
| PEP | Pepsico, Inc. | Consumer Defensive | Mar 2022 | EXITED | $336.31K | $281.07M | $280.73M | +9,999%+ |
| MTD | Mettler-Toledo International, I | Healthcare | Mar 2022 | ACTIVE | $295.23K | $280.94M | $280.65M | +9,999%+ |
| PM | Philip Morris International Inc | Consumer Defensive | Mar 2022 | ACTIVE | $379.36K | $277.39M | $277.01M | +9,999%+ |
| IDXX | IDEXX Laboratories, Inc. | Healthcare | Mar 2022 | ACTIVE | $521.03K | $270.60M | $270.08M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.