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Terry Smith — 13F History

Fundsmith LLPCIK 0001569205Form 13F-HR on EDGAR
Portfolio value$13.6B
Positions41
QuarterQ2 2026ended 2026-06-30
Filed08/142026

Every 13F on file since Q1 2013: what Terry Smith bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

54 filings · newest first
Q2 2026$13.6B · 41 stocks · filed Aug 14, 2026
13 bought4 added21 reduced6 sold
Q1 2026$12.8B · 34 stocks · filed May 15, 2026
1 bought0 added33 reduced4 sold
Q3 2025$19.8B · 35 stocks · filed Nov 14, 2025
0 bought13 added10 reduced4 sold
Q2 2025$23.0B · 39 stocks · filed Aug 14, 2025
3 bought4 added25 reduced2 sold
Q1 2025$22.0B · 38 stocks · filed May 15, 2025
2 bought5 added20 reduced2 sold
Q4 2024$23.5B · 38 stocks · filed Feb 14, 2025
2 bought0 added21 reduced4 sold
Q3 2024$25.3B · 40 stocks · filed Nov 14, 2024
0 bought11 added15 reduced0 sold
Q2 2024$24.5B · 40 stocks · filed Aug 14, 2024
0 bought3 added37 reduced0 sold
Q1 2024$25.6B · 40 stocks · filed May 15, 2024
2 bought8 added30 reduced2 sold
Q4 2023$23.9B · 40 stocks · filed Feb 14, 2024
1 bought9 added30 reduced0 sold
Q3 2023$22.0B · 39 stocks · filed Nov 14, 2023
2 bought10 added27 reduced2 sold

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.