Terry Smith - Fundsmith Investment Services Portfolio Performance Analysis (Q2 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2021 to June 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)
+4.52B
+9,999%+
Winning Positions
+78.79%
52 wins / 66 positions
Average Gain (Winners)
$102.21M
+9,999%+ avg per position
Active Positions
27
4 losing positions
Portfolio Value Over Time
Total Positions Tracked
66
All holdings over time
Win/Loss Ratio
13.00
52 gains / 4 losses
Active vs. Exited
27 / 39
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 | $330.77M | $330.76M | +9,999%+ |
| MAR | Marriott International | Consumer Cyclical | Mar 2023 | ACTIVE | $4.65M | $334.24M | $329.59M | +7084.01% |
| EL | Estee Lauder Companies, Inc. (T | Consumer Defensive | Jun 2021 | EXITED | $3.88K | $321.64M | $321.63M | +9,999%+ |
| WAT | Waters Corporation | Healthcare | Mar 2022 | ACTIVE | $256.25K | $314.20M | $313.94M | +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 | EXITED | $295.23K | $280.94M | $280.65M | +9,999%+ |
| CHD | Church & Dwight Company, Inc. | Consumer Defensive | Mar 2022 | ACTIVE | $320.93K | $245.81M | $245.49M | +9,999%+ |
| V | Visa Inc. | Financial Services | Jun 2021 | ACTIVE | $2.93K | $233.47M | $233.47M | +9,999%+ |
| ADBE | Adobe Inc. | Technology | Jun 2021 | EXITED | $7.43K | $233.24M | $233.23M | +9,999%+ |
| MA | Mastercard Incorporated | Financial Services | Jun 2021 | ACTIVE | $2.91K | $201.81M | $201.81M | +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.