Terry Smith - Fundsmith 13F Activity & Position Changes (Q3 2015)
According to the SEC 13F filed on Aug 14, 2026, the Fundsmith portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2015. 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 Q3 2015, the filing reported:
New Buys - PayPal Holdings, Inc.
Increases - Automatic Data Processing, Inc., IDEXX Laboratories, Inc., Johnson & Johnson, 3M Company, Microsoft Corporation, and 6 more
Complete Exits - None reported
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 |
|---|---|---|---|
|
Q3 2015
|
ADP
Automatic Data Processing, Inc.
|
Buy |
+296,017
|
|
Q3 2015
|
BDX
Becton, Dickinson and Company
|
Sell |
-69,015
|
|
Q3 2015
|
DPZ
Domino's Pizza Inc
|
Sell |
-1,384,097
|
|
Q3 2015
|
EBAY
eBay Inc.
|
Sell |
-1,972,820
|
|
Q3 2015
|
IDXX
IDEXX Laboratories, Inc.
|
Buy |
+813,646
|
|
Q3 2015
|
JNJ
Johnson & Johnson
|
Buy |
+383,301
|
|
Q3 2015
|
MMM
3M Company
|
Buy |
+262,570
|
|
Q3 2015
|
MSFT
Microsoft Corporation
|
Buy |
+338,065
|
|
Q3 2015
|
PEP
Pepsico, Inc.
|
Buy |
+395,198
|
|
Q3 2015
|
PG
Procter & Gamble Company (The)
|
Buy |
+251,413
|
|
Q3 2015
|
PM
Philip Morris International Inc
|
Buy |
+191,970
|
|
Q3 2015
|
PYPL
PayPal Holdings, Inc.
|
Buy - Position Entry |
+4,269,126
|
|
Q3 2015
|
SYK
Stryker Corporation
|
Buy |
+158,446
|
|
Q3 2015
|
V
Visa Inc.
|
Buy |
+48,211
|
|
Q3 2015
|
WAT
Waters Corporation
|
Buy |
+487,363
|