Terry Smith - Fundsmith

History Stock Activity ▼ Share change % change to portfolio
Q4  2019
≡ MELI - Mercadolibre Inc. Add 47.20% 11,160 0.03
≡ AOS - A.O. Smith Corp. Add 38.83% 329,485 0.08
≡ IPGP - IPG Photonics Corp. Add 17.03% 66,904 0.05
≡ VRSK - Verisk Analytics Inc. Add 16.30% 87,133 0.06
≡ SABR - Sabre Corp. Add 12.10% 439,380 0.05
≡ CHKP - Check Point Software Technologies Add 10.17% 74,049 0.04
≡ EFX - Equifax Inc. Add 5.39% 33,467 0.02
≡ BF.B - Brown-Forman Corp. Add 4.19% 387,421 0.12
≡ SYK - Stryker Corp. Add 2.32% 137,887 0.14
≡ PEP - PepsiCo Inc. Add 2.18% 180,289 0.12
≡ JNJ - Johnson & Johnson Add 1.79% 106,578 0.07
≡ INTU - Intuit Inc. Add 1.77% 82,411 0.10
≡ META - Meta Platforms Inc. Add 1.64% 106,103 0.10
≡ EL - Estee Lauder Cos. Add 1.61% 108,840 0.11
≡ MKC - McCormick & Co. Add 1.21% 176,078 0.07
≡ IDXX - IDEXX Laboratories Add 0.79% 35,883 0.04
≡ BDX - Becton Dickinson Add 0.09% 3,492 0.00
≡ MSFT - Microsoft Corp. Add 0.01% 883 0.00
≡ CLX - Clorox Co. Buy 1,682,176 1.22
≡ PM - Philip Morris Intl. Reduce 0.17% 29,347 0.01
≡ ADP - Automatic Data Processing Inc. Reduce 0.25% 16,287 0.01
≡ WAT - Waters Corp. Reduce 0.32% 16,201 0.02
≡ V - Visa Inc. Reduce 0.47% 30,116 0.03
≡ PYPL - PayPal Holdings Inc. Reduce 1.41% 216,545 0.11
≡ MAR - Marriott Int'l. Reduce 18.71% 39,544 0.03
≡ CHD - Church & Dwight Sell 100.00% 202,952 0.08
Q3  2019
≡ MAR - Marriott Int'l. Add 19.59% 34,620 0.02
≡ CHKP - Check Point Software Technologies Add 16.73% 104,307 0.06
≡ IPGP - IPG Photonics Corp. Add 15.96% 54,081 0.04
≡ PM - Philip Morris Intl. Add 10.87% 1,660,076 0.64
≡ JNJ - Johnson & Johnson Add 10.31% 556,690 0.37
≡ ANSS - ANSYS Inc. Add 7.21% 23,351 0.03
≡ MKC - McCormick & Co. Add 7.18% 976,444 0.39
≡ ADP - Automatic Data Processing Inc. Add 5.72% 350,732 0.29
≡ V - Visa Inc. Add 5.26% 322,102 0.28
≡ MSCI - MSCI Inc. Add 2.72% 5,300 0.01
≡ SYK - Stryker Corp. Add 2.48% 143,665 0.16
≡ IDXX - IDEXX Laboratories Add 1.92% 85,978 0.12
≡ VRSK - Verisk Analytics Inc. Add 1.62% 8,520 0.01
≡ EL - Estee Lauder Cos. Add 1.59% 105,962 0.11
≡ INTU - Intuit Inc. Add 0.19% 8,788 0.01
≡ PEP - PepsiCo Inc. Add 0.17% 13,764 0.01
≡ WAT - Waters Corp. Add 0.17% 8,861 0.01
≡ BDX - Becton Dickinson Add 0.15% 5,764 0.01
≡ MSFT - Microsoft Corp. Add 0.15% 18,512 0.01
≡ META - Meta Platforms Inc. Add 0.11% 7,126 0.01
≡ PYPL - PayPal Holdings Inc. Add 0.07% 11,316 0.01
≡ BF.B - Brown-Forman Corp. Buy 9,243,186 2.97
≡ CHD - Church & Dwight Buy 202,952 0.08
≡ MMM - 3M Co. Sell 100.00% 3,529,691 3.19
≡ CDK-OLD - CDK Global Inc. Sell 100.00% 1,111,332 0.29
Q2  2019
≡ IPGP - IPG Photonics Corp. Add 54.99% 120,212 0.10
≡ MKC - McCormick & Co. Add 30.72% 3,197,732 1.29
≡ MELI - Mercadolibre Inc. Add 29.44% 5,377 0.02
≡ SABR - Sabre Corp. Add 22.34% 663,090 0.08
≡ CDK-OLD - CDK Global Inc. Add 20.43% 188,549 0.05
≡ CHKP - Check Point Software Technologies Add 18.94% 99,292 0.06
≡ JNJ - Johnson & Johnson Add 17.40% 800,396 0.58
≡ 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