Terry Smith - Fundsmith

History Stock Activity ▼ Share change % change to portfolio
Q2  2021
≡ V - Visa Inc. Add 0.68% 44,008 0.03
≡ AOS - A.O. Smith Corp. Add 0.55% 9,690 0.00
≡ CGNX - Cognex Corp. Add 0.55% 8,879 0.00
≡ EFX - Equifax Inc. Add 0.55% 3,723 0.00
≡ FTNT - Fortinet Inc. Add 0.55% 20,610 0.00
≡ IPGP - IPG Photonics Corp. Add 0.55% 3,471 0.00
≡ MASI - Masimo Corp. Add 0.55% 2,375 0.00
≡ MSCI - MSCI Inc. Add 0.55% 1,149 0.00
≡ PAYC - Paycom Software Inc. Add 0.55% 1,190 0.00
≡ VRSN - Verisign Inc. Add 0.55% 3,226 0.00
≡ PEP - PepsiCo Inc. Add 0.54% 54,158 0.02
≡ QLYS - Qualys Inc. Add 0.53% 5,608 0.00
≡ IDXX - IDEXX Laboratories Add 0.52% 21,850 0.04
≡ MAR - Marriott Int'l. Add 0.42% 1,251 0.00
≡ EL - Estee Lauder Cos. Add 0.34% 23,440 0.02
≡ WAT - Waters Corp. Add 0.33% 14,495 0.01
≡ SBUX - Starbucks Corp. Add 0.24% 25,856 0.01
≡ INTU - Intuit Inc. Add 0.12% 5,639 0.01
≡ SYK - Stryker Corp. Add 0.11% 7,637 0.01
≡ META - Meta Platforms Inc. Add 0.10% 6,488 0.01
≡ WNS - WNS Holdings ADR Buy 118,721 0.03
≡ MSFT - Microsoft Corp. Reduce 0.12% 14,272 0.01
≡ PYPL - PayPal Holdings Inc. Reduce 0.12% 15,280 0.01
≡ BDX - Becton Dickinson Reduce 0.15% 6,321 0.00
≡ PM - Philip Morris Intl. Reduce 0.18% 34,952 0.01
≡ ADP - Automatic Data Processing Inc. Reduce 0.23% 16,705 0.01
≡ HD - Home Depot Reduce 17.47% 920 0.00
Q1  2021
≡ PG - Procter & Gamble Add 121.54% 46,392 0.02
≡ ZTS - Zoetis Inc. Add 75.37% 91,204 0.05
≡ AOS - A.O. Smith Corp. Add 18.07% 269,119 0.06
≡ VRSN - Verisign Inc. Add 17.40% 86,738 0.05
≡ VRSK - Verisk Analytics Inc. Add 15.07% 91,668 0.05
≡ QLYS - Qualys Inc. Add 13.63% 127,279 0.04
≡ CHD - Church & Dwight Add 10.52% 592,157 0.16
≡ SABR - Sabre Corp. Add 9.67% 1,316,243 0.06
≡ BF.B - Brown-Forman Corp. Add 9.52% 975,848 0.21
≡ CL - Colgate-Palmolive Add 7.09% 7,950 0.00
≡ MKC - McCormick & Co. Add 6.73% 1,086,376 0.31
≡ MAR - Marriott Int'l. Add 6.57% 18,261 0.01
≡ V - Visa Inc. Add 6.05% 370,101 0.25
≡ SYK - Stryker Corp. Add 5.60% 371,593 0.29
≡ PEP - PepsiCo Inc. Add 3.98% 384,256 0.17
≡ JNJ - Johnson & Johnson Add 3.88% 248,335 0.13
≡ SBUX - Starbucks Corp. Add 2.68% 279,348 0.10
≡ NKE - NIKE Inc. Add 2.51% 193,924 0.08
≡ ANSS - ANSYS Inc. Add 0.42% 1,505 0.00
≡ CGNX - Cognex Corp. Add 0.42% 6,760 0.00
≡ EFX - Equifax Inc. Add 0.42% 2,834 0.00
≡ FTNT - Fortinet Inc. Add 0.42% 15,685 0.00
≡ IPGP - IPG Photonics Corp. Add 0.42% 2,643 0.00
≡ MASI - Masimo Corp. Add 0.42% 1,809 0.00
≡ MSCI - MSCI Inc. Add 0.42% 876 0.00
≡ PAYC - Paycom Software Inc. Add 0.42% 906 0.00
≡ ADP - Automatic Data Processing Inc. Add 0.37% 25,988 0.02
≡ EL - Estee Lauder Cos. Add 0.30% 20,343 0.02
≡ META - Meta Platforms Inc. Add 0.23% 14,774 0.01
≡ ROL - Rollins Inc. Buy 1,842,427 0.20
≡ WING - Wingstop Inc. Buy 447,555 0.18
≡ 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