Terry Smith – Fundsmith Investment Services Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Fundsmith Investment Services portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. 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 Q2 2025, the filing reported:
New Buys – None reported
Increases – Zoetis Inc. (ZTS), Intuit Inc. (INTU), Texas Instruments Incorporated (TXN), Church & Dwight Company, Inc. (CHD), Waters Corporation (WAT), and 3 more
Reductions – Alphabet Inc. (GOOGL), Procter & Gamble Company (The) (PG), Mastercard Incorporated (MA), IDEXX Laboratories, Inc. (IDXX), Home Depot, Inc. (The) (HD), and 8 more
Complete Exits – Brown Forman Inc (BF-B)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Fundsmith Investment Services Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2021Jun 30, 2021 | EFX Equifax, Inc. | Buy - Position Entry | +14,010 |
Q2 2021Jun 30, 2021 | INTU Intuit Inc. | Buy - Position Entry | +13,100 |
Q2 2021Jun 30, 2021 | SHW Sherwin-Williams Company (The) | Buy - Position Entry | +12,979 |
Q2 2021Jun 30, 2021 | ADBE Adobe Inc. | Buy - Position Entry | +12,682 |
Q2 2021Jun 30, 2021 | V Visa Inc. | Buy - Position Entry | +12,524 |
Q2 2021Jun 30, 2021 | EL Estee Lauder Companies, Inc. (T | Buy - Position Entry | +12,213 |
Q2 2021Jun 30, 2021 | HD Home Depot, Inc. (The) | Buy - Position Entry | +9,918 |
Q2 2021Jun 30, 2021 | NOW ServiceNow, Inc. | Buy - Position Entry | +9,783 |
Q2 2021Jun 30, 2021 | ORLY O'Reilly Automotive, Inc. | Buy - Position Entry | +8,802 |
Q2 2021Jun 30, 2021 | MA Mastercard Incorporated | Buy - Position Entry | +7,970 |
Q2 2021Jun 30, 2021 | AMZN Amazon.com, Inc. | Buy - Position Entry | +2,415 |