Terry Smith - Fundsmith

History Stock Activity ▼ Share change % change to portfolio
Q1  2021
≡ HD - Home Depot Buy 5,265 0.01
≡ IDXX - IDEXX Laboratories Reduce 0.14% 5,816 0.01
≡ MSFT - Microsoft Corp. Reduce 0.19% 23,045 0.02
≡ INTU - Intuit Inc. Reduce 0.23% 10,325 0.01
≡ PYPL - PayPal Holdings Inc. Reduce 0.24% 28,991 0.02
≡ BDX - Becton Dickinson Reduce 0.24% 10,544 0.01
≡ WAT - Waters Corp. Reduce 0.37% 16,291 0.01
≡ PM - Philip Morris Intl. Reduce 0.41% 79,369 0.02
≡ MELI - Mercadolibre Inc. Reduce 15.00% 4,275 0.02
Q4  2020
≡ FTNT - Fortinet Inc. Add 250.57% 2,661,630 0.26
≡ SABR - Sabre Corp. Add 34.06% 3,458,939 0.14
≡ EFX - Equifax Inc. Add 16.64% 95,979 0.06
≡ VRSN - Verisign Inc. Add 16.08% 69,059 0.05
≡ QLYS - Qualys Inc. Add 14.76% 120,067 0.05
≡ PEP - PepsiCo Inc. Add 8.28% 737,625 0.36
≡ MKC - McCormick & Co. Add 6.96% 1,049,603 0.33
≡ ANSS - ANSYS Inc. Add 6.59% 22,070 0.03
≡ SYK - Stryker Corp. Add 5.70% 357,755 0.29
≡ CL - Colgate-Palmolive Add 4.50% 4,828 0.00
≡ WAT - Waters Corp. Add 2.74% 117,807 0.10
≡ ADP - Automatic Data Processing Inc. Add 2.42% 167,702 0.10
≡ MSFT - Microsoft Corp. Add 1.20% 142,879 0.11
≡ SBUX - Starbucks Corp. Add 0.57% 58,866 0.02
≡ IPGP - IPG Photonics Corp. Add 0.14% 890 0.00
≡ AOS - A.O. Smith Corp. Add 0.12% 1,776 0.00
≡ CGNX - Cognex Corp. Add 0.12% 1,898 0.00
≡ MSCI - MSCI Inc. Add 0.12% 247 0.00
≡ VRSK - Verisk Analytics Inc. Add 0.12% 725 0.00
≡ PAYC - Paycom Software Inc. Add 0.11% 232 0.00
≡ BDX - Becton Dickinson Add 0.10% 4,443 0.00
≡ MASI - Masimo Corp. Add 0.08% 357 0.00
≡ BF.B - Brown-Forman Corp. Add 0.02% 2,103 0.00
≡ CHD - Church & Dwight Buy 5,631,204 1.63
≡ ZTS - Zoetis Inc. Buy 121,003 0.07
≡ TSM - Taiwan Semiconductor S.A. Buy 117,981 0.04
≡ PG - Procter & Gamble Buy 38,171 0.02
≡ META - Meta Platforms Inc. Reduce 0.14% 8,689 0.01
≡ IDXX - IDEXX Laboratories Reduce 0.15% 6,387 0.01
≡ INTU - Intuit Inc. Reduce 0.15% 6,956 0.01
≡ PM - Philip Morris Intl. Reduce 0.18% 35,374 0.01
≡ EL - Estee Lauder Cos. Reduce 0.20% 13,606 0.01
≡ V - Visa Inc. Reduce 0.20% 12,495 0.01
≡ PYPL - PayPal Holdings Inc. Reduce 0.21% 25,570 0.02
≡ NKE - NIKE Inc. Reduce 0.24% 18,854 0.01
≡ JNJ - Johnson & Johnson Reduce 0.30% 19,101 0.01
≡ MAR - Marriott Int'l. Reduce 0.58% 1,632 0.00
≡ MELI - Mercadolibre Inc. Reduce 5.00% 1,500 0.01
≡ CHKP - Check Point Software Technologies Sell 100.00% 334,691 0.16
Q3  2020
≡ MAR - Marriott Int'l. Add 52.02% 95,665 0.03
≡ QLYS - Qualys Inc. Add 30.44% 189,908 0.07
≡ SBUX - Starbucks Corp. Add 24.54% 2,045,505 0.69
≡ VRSN - Verisign Inc. Add 19.08% 68,824 0.05
≡ SABR - Sabre Corp. Add 10.57% 971,182 0.02
≡ WAT - Waters Corp. Add 10.23% 398,223 0.30
≡ PAYC - Paycom Software Inc. Add 9.63% 18,868 0.02
≡ IPGP - IPG Photonics Corp. Add 8.99% 51,681 0.03
≡ NKE - NIKE Inc. Add 7.02% 508,364 0.25
≡ ADP - Automatic Data Processing Inc. Add 6.77% 438,763 0.24
≡ BF.B - Brown-Forman Corp. Add 3.94% 388,904 0.11
≡ BDX - Becton Dickinson Add 2.33% 98,915 0.09
≡ PEP - PepsiCo Inc. Add 1.41% 123,478 0.07
≡ SYK - Stryker Corp. Add 1.17% 72,591 0.06
≡ PM - Philip Morris Intl. Add 0.66% 127,460 0.04
≡ EL - Estee Lauder Cos. Add 0.62% 41,759 0.04
≡ JNJ - Johnson & Johnson Add 0.10% 6,119 0.00
≡ INTU - Intuit Inc. Add 0.09% 4,324 0.01
≡ FTNT - Fortinet Inc. Buy 1,062,225 0.10
≡ CL - Colgate-Palmolive Buy 107,251 0.03
≡ MKC - McCormick & Co. Reduce 0.02% 2,966 0.00
≡ IDXX - IDEXX Laboratories Reduce 0.19% 7,896 0.01
≡ MSFT - Microsoft Corp. Reduce 0.21% 25,399 0.02
≡ PYPL - PayPal Holdings Inc. Reduce 0.24% 29,503 0.02
≡ META - Meta Platforms Inc. Reduce 0.25% 15,947 0.02
≡ V - Visa Inc. Reduce 0.26% 16,129 0.01
≡ CHKP - Check Point Software Technologies Reduce 38.17% 206,599 0.10
Q2  2020
≡ SBUX - Starbucks Corp. Add 214.62% 5,686,925 1.83
≡ NKE - NIKE Inc. Add 212.33% 4,924,683 2.11
≡ JNJ - Johnson & Johnson Add 19.07% 1,025,710 0.63
≡ SABR - Sabre Corp. Add 15.53% 1,234,759 0.04
≡ PM - Philip Morris Intl. Add 13.82% 2,352,902 0.72
≡ PAYC - Paycom Software Inc. Add 12.21% 21,320 0.03
≡ BDX - Becton Dickinson Add 11.32% 431,265 0.45
≡ PEP - PepsiCo Inc. Add 9.91% 792,638 0.46
≡ MAR - Marriott Int'l. Add 6.39% 11,040 0.00
≡ CGNX - Cognex Corp. Add 6.20% 93,594 0.02
≡ MKC - McCormick & Co. Add 5.89% 838,746 0.33
≡ SYK - Stryker Corp. Add 4.61% 273,222 0.21
≡ ADP - Automatic Data Processing Inc. Add 3.29% 206,319 0.13
≡ INTU - Intuit Inc. Add 2.98% 132,621 0.17
≡ ANSS - ANSYS Inc. Add 1.53% 5,048 0.01
≡ EFX - Equifax Inc. Add 1.52% 8,657 0.01
≡ IPGP - IPG Photonics Corp. Add 1.52% 8,626 0.01
≡ VRSK - Verisk Analytics Inc. Add 1.52% 9,117 0.01
≡ AOS - A.O. Smith Corp. Add 1.52% 22,326 0.00
≡ MSCI - MSCI Inc. Add 1.52% 3,114 0.00
≡ VRSN - Verisign Inc. Add 1.52% 5,413 0.00
≡ V - Visa Inc. Add 0.86% 52,218 0.04
≡ EL - Estee Lauder Cos. Add 0.30% 19,912 0.02
≡ BF.B - Brown-Forman Corp. Add 0.21% 20,210 0.01
≡ META - Meta Platforms Inc. Add 0.15% 9,649 0.01