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 2015Jun 30, 2015 | PEP Pepsico, Inc. | Buy | +399,893+18.4% |
Q2 2015Jun 30, 2015 | MMM 3M Company | Buy | +320,099+34.8% |
Q2 2015Jun 30, 2015 | EBAY eBay Inc. | Buy | +294,037+7.4% |
Q2 2015Jun 30, 2015 | CL Colgate-Palmolive Company | Buy | +166,248+15.4% |
Q2 2015Jun 30, 2015 | SYK Stryker Corporation | Buy | +68,601+2.5% |
Q2 2015Jun 30, 2015 | IDXX IDEXX Laboratories, Inc. | Buy | +41,347+162.2% |
Q2 2015Jun 30, 2015 | PM Philip Morris International Inc | Buy | +37,095+1.3% |
Q2 2015Jun 30, 2015 | V Visa Inc. | Buy | +11,287+0.4% |
Q2 2015Jun 30, 2015 | MSFT Microsoft Corporation | Buy | +8,140+0.1% |
Q2 2015Jun 30, 2015 | MAR Marriott International | Buy | +4,758+9.6% |
Q2 2015Jun 30, 2015 | CHH Choice Hotels International, In | Sell - Position Exit | -553,589-100.0% |
Q2 2015Jun 30, 2015 | DPZ Domino's Pizza Inc | Sell | -705,183-33.0% |
Q1 2015Mar 31, 2015 | MSFT Microsoft Corporation | Buy - Position Entry | +7,185,480 |
Q1 2015Mar 31, 2015 | V Visa Inc. | Buy | +1,948,755+326.0% |
Q1 2015Mar 31, 2015 | EBAY eBay Inc. | Buy | +901,177+29.3% |
Q1 2015Mar 31, 2015 | PM Philip Morris International Inc | Buy | +453,586+18.2% |
Q1 2015Mar 31, 2015 | WAT Waters Corporation | Buy - Position Entry | +310,736 |
Q1 2015Mar 31, 2015 | JNJ Johnson & Johnson | Buy | +272,120+16.7% |
Q1 2015Mar 31, 2015 | PEP Pepsico, Inc. | Buy | +202,368+10.3% |
Q1 2015Mar 31, 2015 | CL Colgate-Palmolive Company | Buy | +109,348+11.2% |
Q1 2015Mar 31, 2015 | SYK Stryker Corporation | Buy | +103,904+4.0% |
Q1 2015Mar 31, 2015 | PG Procter & Gamble Company (The) | Buy | +76,770+5.0% |
Q1 2015Mar 31, 2015 | MMM 3M Company | Buy | +54,382+6.3% |
Q1 2015Mar 31, 2015 | MAR Marriott International | Buy - Position Entry | +49,424 |
Q1 2015Mar 31, 2015 | IDXX IDEXX Laboratories, Inc. | Buy - Position Entry | +25,493 |
Q1 2015Mar 31, 2015 | CHH Choice Hotels International, In | Sell | -408,168-42.4% |
Q1 2015Mar 31, 2015 | ADP Automatic Data Processing, Inc. | Sell - Position Exit | -1,649,776-100.0% |
Q1 2015Mar 31, 2015 | BDX Becton, Dickinson and Company | Sell - Position Exit | -1,714,997-100.0% |
Q1 2015Mar 31, 2015 | MCD McDonald's Corporation | Sell - Position Exit | -6,116,468-100.0% |
Q4 2014Dec 31, 2014 | EBAY eBay Inc. | Buy | +1,135,563+58.6% |