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 |
|---|---|---|---|
Q2 2019Jun 30, 2019 | MAR Marriott International | Sell | -3,398-1.9% |
Q2 2019Jun 30, 2019 | MMM 3M Company | Sell | -7,083-0.2% |
Q1 2019Mar 31, 2019 | MKC McCormick & Company, Incorporat | Buy | +2,555,926+96.5% |
Q1 2019Mar 31, 2019 | PM Philip Morris International Inc | Buy | +1,007,253+8.2% |
Q1 2019Mar 31, 2019 | SABR Sabre Corporation | Buy | +704,957+31.2% |
Q1 2019Mar 31, 2019 | EL Estee Lauder Companies, Inc. (T | Buy | +356,142+5.7% |
Q1 2019Mar 31, 2019 | META Meta Platforms, Inc. | Buy | +274,859+4.5% |
Q1 2019Mar 31, 2019 | MSFT Microsoft Corporation | Buy | +239,328+2.0% |
Q1 2019Mar 31, 2019 | PYPL PayPal Holdings, Inc. | Buy | +180,804+1.2% |
Q1 2019Mar 31, 2019 | PEP Pepsico, Inc. | Buy | +170,356+2.1% |
Q1 2019Mar 31, 2019 | V Visa Inc. | Buy | +145,137+2.6% |
Q1 2019Mar 31, 2019 | ADP Automatic Data Processing, Inc. | Buy | +131,058+2.2% |
Q1 2019Mar 31, 2019 | SYK Stryker Corporation | Buy | +112,516+2.1% |
Q1 2019Mar 31, 2019 | MMM 3M Company | Buy | +97,327+2.8% |
Q1 2019Mar 31, 2019 | WAT Waters Corporation | Buy | +93,430+1.9% |
Q1 2019Mar 31, 2019 | INTU Intuit Inc. | Buy | +93,144+2.1% |
Q1 2019Mar 31, 2019 | IDXX IDEXX Laboratories, Inc. | Buy | +85,293+1.9% |
Q1 2019Mar 31, 2019 | MAR Marriott International | Buy | +76,608+74.0% |
Q1 2019Mar 31, 2019 | AOS A.O. Smith Corporation | Buy | +73,680+10.7% |
Q1 2019Mar 31, 2019 | VRSK Verisk Analytics, Inc. | Buy | +63,244+14.0% |
Q1 2019Mar 31, 2019 | EFX Equifax, Inc. | Buy | +50,764+9.6% |
Q1 2019Mar 31, 2019 | IPGP IPG Photonics Corporation | Buy | +49,492+29.3% |
Q1 2019Mar 31, 2019 | CHKP Check Point | Buy | +45,113+9.4% |
Q1 2019Mar 31, 2019 | MSCI MSCI Inc. | Buy | +44,673+31.0% |
Q1 2019Mar 31, 2019 | BDX Becton, Dickinson and Company | Buy | +41,754+1.1% |
Q1 2019Mar 31, 2019 | JNJ Johnson & Johnson | Buy | +25,360+0.6% |
Q1 2019Mar 31, 2019 | ANSS ANSYS, Inc. | Buy | +19,485+7.1% |
Q1 2019Mar 31, 2019 | MASI Masimo Corporation | Buy | +11,291+2.4% |
Q1 2019Mar 31, 2019 | CL Colgate-Palmolive Company | Sell - Position Exit | -2,181,181-100.0% |
Q4 2018Dec 31, 2018 | MKC McCormick & Company, Incorporat | Buy - Position Entry | +2,648,658 |