Fundsmith LLP
Top Portfolio Positions
34 positions ·
$12,840,836,955 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
3,370,872 | $1,102,511,105 | 8.59% | |
| SYK |
Stryker Corp
Healthcare
|
3,061,416 | $1,005,950,683 | 7.83% | |
| WAT |
Waters Corp /De/
Healthcare
|
3,212,075 | $956,555,935 | 7.45% | |
| V |
Visa Inc.
Financial Services
|
3,104,090 | $938,180,161 | 7.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,956,198 | $850,084,296 | 6.62% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
5,113,163 | $845,410,370 | 6.58% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
1,465,786 | $823,610,495 | 6.41% | |
| ADP |
Automatic Data Processing Inc
Technology
|
3,855,105 | $783,280,233 | 6.10% | |
| MSFT |
Microsoft Corp
Technology
|
2,079,737 | $769,856,245 | 6.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,321,375 | $755,998,278 | 5.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $845,410,370 | 5,113,163 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $982,385,358 | 6,124,597 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,165,916,956 | 7,188,144 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,652,683,135 | 9,074,195 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,715,219,237 | 10,805,892 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,353,356,811 | 11,245,175 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,458,336,802 | 12,012,659 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,466,695,511 | 14,474,445 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,358,013,353 | 14,822,237 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,414,742,770 | 15,037,657 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,394,674,742 | 15,064,536 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,540,923,499 | 15,784,916 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,601,110,676 | 16,463,863 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,667,544,866 | 16,476,088 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,368,757,451 | 16,489,067 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,627,079,684 | 16,478,425 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,545,997,916 | 16,457,291 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,940,225,565 | 20,423,427 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,834,529,639 | 19,353,620 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,918,137,278 | 19,353,620 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,720,541,879 | 19,388,572 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,611,750,835 | 19,467,941 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,462,553,591 | 19,503,315 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,357,472,401 | 19,375,855 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,241,994,650 | 17,022,953 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||