Terry Smith - Fundsmith Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: March 2013 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)
+12.83B
+9,999%+
Winning Positions
+75.68%
56 wins / 74 positions
Average Gain (Winners)
$322.95M
+9,999%+ avg per position
Active Positions
34
16 losing positions
Portfolio Value Over Time
Total Positions Tracked
74
All holdings over time
Win/Loss Ratio
3.50
56 gains / 16 losses
Active vs. Exited
34 / 40
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 % |
|---|---|---|---|---|---|---|---|---|
| MAR | Marriott International | Consumer Cyclical | Mar 2015 | ACTIVE | $3.96K | $1.10B | $1.10B | +9,999%+ |
| EL | Estee Lauder Companies, Inc. (T | Consumer Defensive | Sep 2016 | EXITED | $303.80K | $1.06B | $1.06B | +9,999%+ |
| SYK | Stryker Corporation | Healthcare | Mar 2013 | ACTIVE | $122.04K | $1.01B | $1.01B | +9,999%+ |
| WAT | Waters Corporation | Healthcare | Mar 2013 | ACTIVE | $55.25K | $956.56M | $956.50M | +9,999%+ |
| V | Visa Inc. | Financial Services | Mar 2013 | ACTIVE | $20.94K | $938.18M | $938.16M | +9,999%+ |
| PEP | Pepsico, Inc. | Consumer Defensive | Mar 2013 | EXITED | $66.14K | $861.22M | $861.15M | +9,999%+ |
| GOOGL | Alphabet Inc. | Communication Services | Dec 2021 | ACTIVE | $1.21M | $850.08M | $848.87M | +9,999%+ |
| PM | Philip Morris International Inc | Consumer Defensive | Mar 2013 | ACTIVE | $67.09K | $845.41M | $845.34M | +9,999%+ |
| IDXX | IDEXX Laboratories, Inc. | Healthcare | Mar 2015 | ACTIVE | $3.94K | $823.61M | $823.61M | +9,999%+ |
| ADP | Automatic Data Processing, Inc. | Technology | Jun 2013 | ACTIVE | $97.72K | $783.28M | $783.18M | +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.