Fundsmith Investment Services
Latest statistics and disclosures from Fundsmith Investment Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MAR, SYK, WAT, GOOGL, V, and represent 39.60% of Fundsmith Investment Services's stock portfolio.
- Added to shares of these 4 stocks: TSM, AAPL, TJX, AMZN.
- Reduced shares in these 10 stocks: NKE (-$142M), INTU (-$117M), PM (-$69M), IDXX (-$41M), SYK (-$40M), MAR (-$39M), GOOGL (-$35M), META (-$31M), OTIS (-$22M), MTD (-$21M).
- Sold out of its positions in INTU, NKE.
- Fundsmith Investment Services was a net seller of stock by $-620M.
- Fundsmith Investment Services has $4.4B in assets under management (AUM), dropping by -19.41%.
- Central Index Key (CIK): 0001868537
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Portfolio Holdings for Fundsmith Investment Services
Fundsmith Investment Services holds 24 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Marriott Intl Cl A (MAR) | 8.9 | $392M | -9% | 1.2M | 327.07 |
|
| Stryker Corporation (SYK) | 8.8 | $390M | -9% | 1.2M | 328.59 |
|
| Waters Corporation (WAT) | 7.4 | $327M | -4% | 1.1M | 297.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.4 | $326M | -9% | 1.1M | 287.56 |
|
| Visa Com Cl A (V) | 7.0 | $310M | -5% | 1.0M | 302.24 |
|
| Mettler-Toledo International (MTD) | 6.4 | $281M | -7% | 223k | 1261.20 |
|
| Philip Morris International (PM) | 6.3 | $277M | -19% | 1.7M | 165.34 |
|
| IDEXX Laboratories (IDXX) | 6.1 | $271M | -13% | 482k | 561.89 |
|
| Automatic Data Processing (ADP) | 6.1 | $270M | 1.3M | 203.18 |
|
|
| Meta Platforms Cl A (META) | 6.1 | $268M | -10% | 469k | 572.13 |
|
| Procter & Gamble Company (PG) | 5.8 | $254M | 1.8M | 144.44 |
|
|
| Microsoft Corporation (MSFT) | 5.6 | $246M | 664k | 370.17 |
|
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| Church & Dwight (CHD) | 5.5 | $242M | 2.6M | 93.32 |
|
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| Texas Instruments Incorporated (TXN) | 3.8 | $168M | 867k | 194.14 |
|
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| Fortinet (FTNT) | 3.1 | $136M | -8% | 1.7M | 81.72 |
|
| Zoetis Cl A (ZTS) | 3.0 | $132M | -7% | 1.1M | 118.21 |
|
| Otis Worldwide Corp (OTIS) | 1.7 | $75M | -22% | 967k | 77.08 |
|
| Badger Meter (BMI) | 0.5 | $20M | 133k | 152.35 |
|
|
| Waste Management (WM) | 0.4 | $16M | 71k | 229.79 |
|
|
| Home Depot (HD) | 0.0 | $1.5M | -50% | 4.6k | 328.89 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $964k | +371% | 2.9k | 337.95 |
|
| Apple (AAPL) | 0.0 | $554k | +260% | 2.2k | 253.79 |
|
| TJX Companies (TJX) | 0.0 | $513k | +178% | 3.2k | 159.70 |
|
| Amazon (AMZN) | 0.0 | $414k | +178% | 2.0k | 208.27 |
|
Past Filings by Fundsmith Investment Services
SEC 13F filings are viewable for Fundsmith Investment Services going back to 2021
- Fundsmith Investment Services 2026 Q1 filed May 15, 2026
- Fundsmith Investment Services 2025 Q4 filed Feb. 17, 2026
- Fundsmith Investment Services 2025 Q3 filed Nov. 14, 2025
- Fundsmith Investment Services 2025 Q2 filed Aug. 14, 2025
- Fundsmith Investment Services 2025 Q1 filed May 15, 2025
- Fundsmith Investment Services 2024 Q4 filed Feb. 14, 2025
- Fundsmith Investment Services 2024 Q3 filed Nov. 14, 2024
- Fundsmith Investment Services 2024 Q2 filed Aug. 14, 2024
- Fundsmith Investment Services 2024 Q1 filed May 15, 2024
- Fundsmith Investment Services 2023 Q4 filed Feb. 14, 2024
- Fundsmith Investment Services 2023 Q3 filed Nov. 14, 2023
- Fundsmith Investment Services 2023 Q2 filed Aug. 14, 2023
- Fundsmith Investment Services 2023 Q2 restated filed Aug. 14, 2023
- Fundsmith Investment Services 2023 Q1 filed May 15, 2023
- Fundsmith Investment Services 2022 Q4 filed Feb. 14, 2023
- Fundsmith Investment Services 2022 Q3 filed Nov. 14, 2022