Terry Smith Portfolio Quarterly Trends: Significant Share Decreases
Terry Smith's Fundsmith Investment Services portfolio saw major reductions in holdings like Google and Marriott International, while a slight increase was observed in Automatic Data Processing Inc.
Terry Smith, through Fundsmith Investment Services, saw significant changes in their portfolio holdings as of March 31, 2026. The portfolio, valued at approximately $4.41 billion, experienced notable shifts in stock allocations.
The most pronounced change was a substantial reduction in Google Inc (GOOGL), with shares decreasing by 41.72%. Similarly, Marriott International Inc New (MAR) saw an 18.07% reduction in holdings. Other significant decreases were observed in stocks like Striker Corporation (SYK), Waters Corp (WAT), Visa Inc (V), Mettler Toledo International (MTD), Philip Morris International Inc (PM), IDEXX Labs Inc (IDXX), Automatic Data Processing Inc (ADP), and Meta Platforms Inc (META).
Among the changes, Automatic Data Processing Inc (ADP) stands out as the only position to increase slightly, with a 1.39% rise in shares during the quarter.
For a detailed view of Terry Smith's investment profile, visit InsiderSet. Detailed analysis of each stock, including Marriott International Inc New (MAR), Striker Corporation (SYK), Waters Corp (WAT), Google Inc (GOOGL), Visa Inc (V), Mettler Toledo International (MTD), Philip Morris International Inc (PM), IDEXX Labs Inc (IDXX), Automatic Data Processing Inc (ADP), and Meta Platforms Inc (META), can be found on InsiderSet.