Terry Smith Portfolio Update: March 2026 Holdings Analysis
Terry Smith's Fundsmith Investment Services portfolio valued at $4.4 billion as of March 31, 2026, shows significant changes in top holdings including decreases in Marriott International, Striker Corporation, and Alphabet Inc. (GOOGL), alongside stable positions.
Terry Smith, managing the Fundsmith Investment Services portfolio worth approximately $4.4 billion as of March 31, 2026, has seen notable shifts in his top holdings during the reporting period.
Marriott International (MAR) experienced an 18.07% decrease in its share count, while Striker Corporation (SYK) and Waters Corporation (WAT) both saw declines of 23.68% and 19.13%, respectively. Alphabet Inc. (GOOGL) and Meta Platforms Inc. (META) reported substantial reductions of 41.72% and 33.7% in their shareholdings.
Conversely, positions in Automatic Data Processing Inc. (ADP) and Philip Morris International Inc. (PM) remained unchanged, maintaining their portfolio allocations. Other stable positions include Mettler Toledo International (MTD), IDEXX Labs Inc. (IDXX), and Visa Inc. (V).