Terry Smith - Fundsmith

History Stock Activity ▼ Share change % change to portfolio
Q2  2019
≡ MASI - Masimo Corp. Add 17.18% 84,300 0.07
≡ PM - Philip Morris Intl. Add 14.67% 1,953,131 0.80
≡ CGNX - Cognex Corp. Add 13.03% 134,650 0.03
≡ AOS - A.O. Smith Corp. Add 11.13% 84,980 0.02
≡ ANSS - ANSYS Inc. Add 10.68% 31,251 0.03
≡ EFX - Equifax Inc. Add 7.31% 42,310 0.03
≡ V - Visa Inc. Add 5.77% 334,127 0.30
≡ SYK - Stryker Corp. Add 3.93% 219,599 0.24
≡ INTU - Intuit Inc. Add 3.81% 170,529 0.23
≡ MSCI - MSCI Inc. Add 3.10% 5,850 0.01
≡ VRSK - Verisk Analytics Inc. Add 2.40% 12,330 0.01
≡ ADP - Automatic Data Processing Inc. Add 2.26% 135,582 0.12
≡ WAT - Waters Corp. Add 1.74% 87,249 0.10
≡ META - Meta Platforms Inc. Add 1.69% 107,359 0.11
≡ BDX - Becton Dickinson Add 1.09% 41,012 0.05
≡ EL - Estee Lauder Cos. Add 0.44% 29,082 0.03
≡ PYPL - PayPal Holdings Inc. Add 0.34% 52,605 0.03
≡ MSFT - Microsoft Corp. Add 0.25% 30,766 0.02
≡ PEP - PepsiCo Inc. Add 0.07% 5,787 0.00
≡ IDXX - IDEXX Laboratories Add 0.06% 2,697 0.00
≡ MMM - 3M Co. Reduce 0.20% 7,083 0.01
≡ MAR - Marriott Int'l. Reduce 1.89% 3,398 0.00
Q1  2019
≡ MKC - McCormick & Co. Add 93.55% 5,031,180 2.15
≡ SABR - Sabre Corp. Add 31.15% 704,957 0.09
≡ MSCI - MSCI Inc. Add 30.97% 44,673 0.05
≡ IPGP - IPG Photonics Corp. Add 29.27% 49,492 0.04
≡ VRSK - Verisk Analytics Inc. Add 14.04% 63,244 0.05
≡ AOS - A.O. Smith Corp. Add 10.68% 73,680 0.02
≡ EFX - Equifax Inc. Add 9.62% 50,764 0.03
≡ CHKP - Check Point Software Technologies Add 9.42% 45,113 0.03
≡ PM - Philip Morris Intl. Add 7.30% 906,009 0.46
≡ ANSS - ANSYS Inc. Add 7.14% 19,485 0.02
≡ EL - Estee Lauder Cos. Add 5.56% 349,306 0.33
≡ META - Meta Platforms Inc. Add 4.05% 247,913 0.23
≡ MASI - Masimo Corp. Add 2.36% 11,291 0.01
≡ MMM - 3M Co. Add 1.44% 50,036 0.06
≡ INTU - Intuit Inc. Add 1.26% 55,544 0.08
≡ PEP - PepsiCo Inc. Add 1.22% 99,413 0.07
≡ ADP - Automatic Data Processing Inc. Add 1.12% 66,480 0.06
≡ V - Visa Inc. Add 1.12% 64,032 0.06
≡ SYK - Stryker Corp. Add 0.95% 52,688 0.06
≡ BDX - Becton Dickinson Add 0.95% 35,453 0.05
≡ MSFT - Microsoft Corp. Add 0.94% 113,382 0.08
≡ PYPL - PayPal Holdings Inc. Add 0.90% 136,213 0.08
≡ WAT - Waters Corp. Add 0.87% 43,498 0.06
≡ IDXX - IDEXX Laboratories Add 0.79% 35,049 0.04
≡ JNJ - Johnson & Johnson Add 0.40% 18,533 0.01
≡ MAR - Marriott Int'l. Reduce 0.83% 1,509 0.00
≡ CL - Colgate-Palmolive Sell 100.00% 2,223,446 0.95
Q4  2018
≡ MAR - Marriott Int'l. Add 13.75% 21,951 0.02
≡ INTU - Intuit Inc. Add 8.20% 335,545 0.48
≡ EL - Estee Lauder Cos. Add 6.83% 401,400 0.37
≡ META - Meta Platforms Inc. Add 2.67% 159,123 0.17
≡ ADP - Automatic Data Processing Inc. Add 1.98% 115,156 0.11
≡ V - Visa Inc. Add 0.17% 9,630 0.01
≡ SYK - Stryker Corp. Add 0.14% 7,800 0.01
≡ IDXX - IDEXX Laboratories Add 0.13% 5,649 0.01
≡ MKC - McCormick & Co. Buy 5,377,988 2.25
≡ MASI - Masimo Corp. Buy 479,372 0.33
≡ CHKP - Check Point Software Technologies Buy 479,073 0.31
≡ EFX - Equifax Inc. Buy 527,747 0.31
≡ SABR - Sabre Corp. Buy 2,262,871 0.31
≡ VRSK - Verisk Analytics Inc. Buy 450,436 0.31
≡ CDK-OLD - CDK Global Inc. Buy 922,783 0.28
≡ VRSN - Verisign Inc. Buy 272,873 0.26
≡ ANSS - ANSYS Inc. Buy 273,041 0.25
≡ CGNX - Cognex Corp. Buy 1,033,167 0.25
≡ AOS - A.O. Smith Corp. Buy 689,903 0.19
≡ MSCI - MSCI Inc. Buy 144,247 0.14
≡ PAYC - Paycom Software Inc. Buy 170,928 0.13
≡ IPGP - IPG Photonics Corp. Buy 169,115 0.12
≡ MELI - Mercadolibre Inc. Buy 18,267 0.03
≡ BDX - Becton Dickinson Reduce 0.20% 7,336 0.01
≡ MSFT - Microsoft Corp. Reduce 0.39% 47,074 0.03
≡ WAT - Waters Corp. Reduce 0.86% 43,300 0.05
≡ CL - Colgate-Palmolive Reduce 56.07% 2,838,114 1.21
Q3  2018
≡ CL - Colgate-Palmolive Add 41.12% 1,474,901 0.66
≡ EL - Estee Lauder Cos. Add 19.62% 964,438 0.94
≡ PM - Philip Morris Intl. Add 18.46% 1,934,219 1.06
≡ MAR - Marriott Int'l. Add 16.06% 22,094 0.02
≡ META - Meta Platforms Inc. Add 8.03% 442,859 0.49
≡ PEP - PepsiCo Inc. Add 6.36% 488,214 0.37
≡ WAT - Waters Corp. Add 6.29% 297,565 0.39
≡ INTU - Intuit Inc. Add 3.05% 120,882 0.18
≡ MMM - 3M Co. Add 2.61% 88,566 0.13
≡ JNJ - Johnson & Johnson Add 0.56% 25,716 0.02
≡ ADP - Automatic Data Processing Inc. Add 0.45% 26,045 0.03
≡ BDX - Becton Dickinson Add 0.21% 7,963 0.01
≡ SYK - Stryker Corp. Add 0.09% 4,691 0.01
≡ MSFT - Microsoft Corp. Reduce 0.05% 6,260 0.00
≡ PYPL - PayPal Holdings Inc. Reduce 0.05% 7,530 0.00
≡ IDXX - IDEXX Laboratories Reduce 0.06% 2,461 0.00
≡ V - Visa Inc. Reduce 0.07% 4,136 0.00