Terry Smith – Fundsmith Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Fundsmith 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 – NAPCO Security Technologies, In (NSSC), Vertiv Holdings, LLC (VRT), Manhattan Associates, Inc. (MANH)
Increases – Catalyst Pharmaceuticals, Inc. (CPRX), Zoetis Inc. (ZTS), Intuit Inc. (INTU), Doximity, Inc. (DOCS)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Fundsmith Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2019Dec 31, 2019 | MELI MercadoLibre, Inc. | Buy | +11,160+47.2% |
Q4 2019Dec 31, 2019 | BDX Becton, Dickinson and Company | Buy | +3,492+0.1% |
Q4 2019Dec 31, 2019 | MSFT Microsoft Corporation | Buy | +883+0.0% |
Q4 2019Dec 31, 2019 | WAT Waters Corporation | Sell | -16,201-0.3% |
Q4 2019Dec 31, 2019 | ADP Automatic Data Processing, Inc. | Sell | -16,287-0.3% |
Q4 2019Dec 31, 2019 | PM Philip Morris International Inc | Sell | -29,347-0.2% |
Q4 2019Dec 31, 2019 | V Visa Inc. | Sell | -30,116-0.5% |
Q4 2019Dec 31, 2019 | MAR Marriott International | Sell | -39,544-18.7% |
Q4 2019Dec 31, 2019 | CHD Church & Dwight Company, Inc. | Sell - Position Exit | -202,952-100.0% |
Q4 2019Dec 31, 2019 | PYPL PayPal Holdings, Inc. | Sell | -216,545-1.4% |
Q3 2019Sep 30, 2019 | BF-B Brown Forman Inc | Buy - Position Entry | +9,243,186 |
Q3 2019Sep 30, 2019 | PM Philip Morris International Inc | Buy | +1,660,076+10.9% |
Q3 2019Sep 30, 2019 | JNJ Johnson & Johnson | Buy | +556,690+10.3% |
Q3 2019Sep 30, 2019 | MKC McCormick & Company, Incorporat | Buy | +488,222+7.2% |
Q3 2019Sep 30, 2019 | ADP Automatic Data Processing, Inc. | Buy | +350,732+5.7% |
Q3 2019Sep 30, 2019 | V Visa Inc. | Buy | +322,102+5.3% |
Q3 2019Sep 30, 2019 | CHD Church & Dwight Company, Inc. | Buy - Position Entry | +202,952 |
Q3 2019Sep 30, 2019 | SYK Stryker Corporation | Buy | +143,665+2.5% |
Q3 2019Sep 30, 2019 | EL Estee Lauder Companies, Inc. (T | Buy | +105,962+1.6% |
Q3 2019Sep 30, 2019 | CHKP Check Point | Buy | +104,307+16.7% |
Q3 2019Sep 30, 2019 | IDXX IDEXX Laboratories, Inc. | Buy | +85,978+1.9% |
Q3 2019Sep 30, 2019 | IPGP IPG Photonics Corporation | Buy | +54,081+16.0% |
Q3 2019Sep 30, 2019 | MAR Marriott International | Buy | +34,620+19.6% |
Q3 2019Sep 30, 2019 | ANSS ANSYS, Inc. | Buy | +23,351+7.2% |
Q3 2019Sep 30, 2019 | MSFT Microsoft Corporation | Buy | +18,512+0.2% |
Q3 2019Sep 30, 2019 | PEP Pepsico, Inc. | Buy | +13,764+0.2% |
Q3 2019Sep 30, 2019 | PYPL PayPal Holdings, Inc. | Buy | +11,316+0.1% |
Q3 2019Sep 30, 2019 | WAT Waters Corporation | Buy | +8,861+0.2% |
Q3 2019Sep 30, 2019 | INTU Intuit Inc. | Buy | +8,788+0.2% |
Q3 2019Sep 30, 2019 | VRSK Verisk Analytics, Inc. | Buy | +8,520+1.6% |