https://holdlens.com/investor/terry-smith Every 13F move by Terry Smith (Fundsmith) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Mon, 27 Apr 2026 21:14:16 GMT https://holdlens.com/signal/MSFT https://holdlens.com/investor/terry-smith#2025-Q4-MSFT-add-0 Terry Smith (Fundsmith) added MSFT in Q4 2025 · 11.2% of portfolio. Quality compounder top-up. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/META https://holdlens.com/investor/terry-smith#2025-Q4-META-trim-1 Terry Smith (Fundsmith) trimmed META in Q4 2025 · 6.5% of portfolio. Small META trim. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/WAT https://holdlens.com/investor/terry-smith#2025-Q4-WAT-trim-2 Terry Smith (Fundsmith) trimmed WAT (WATERS CORP) in Q4 2025 · 7.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/SYK https://holdlens.com/investor/terry-smith#2025-Q4-SYK-trim-3 Terry Smith (Fundsmith) trimmed SYK (STRYKER CORPORATION) in Q4 2025 · 7.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/IBKR https://holdlens.com/investor/terry-smith#2025-Q4-IBKR-trim-4 Terry Smith (Fundsmith) trimmed IBKR (IDEXX LABS INC) in Q4 2025 · 7.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/MAR https://holdlens.com/investor/terry-smith#2025-Q4-MAR-trim-5 Terry Smith (Fundsmith) trimmed MAR (MARRIOTT INTL INC NEW) in Q4 2025 · 7.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/V https://holdlens.com/investor/terry-smith#2025-Q4-V-trim-6 Terry Smith (Fundsmith) trimmed V (VISA INC) in Q4 2025 · 7.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/GOOGL https://holdlens.com/investor/terry-smith#2025-Q4-GOOGL-trim-7 Terry Smith (Fundsmith) trimmed GOOGL (ALPHABET INC) in Q4 2025 · 6.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/PFE https://holdlens.com/investor/terry-smith#2025-Q4-PFE-trim-8 Terry Smith (Fundsmith) trimmed PFE (PHILIP MORRIS INTL INC) in Q4 2025 · 5.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/PG https://holdlens.com/investor/terry-smith#2025-Q4-PG-trim-9 Terry Smith (Fundsmith) trimmed PG (PROCTER AND GAMBLE CO) in Q4 2025 · 3.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/ZTS https://holdlens.com/investor/terry-smith#2025-Q4-ZTS-add-10 Terry Smith (Fundsmith) added ZTS (ZOETIS INC) in Q4 2025 · 2.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/NKE https://holdlens.com/investor/terry-smith#2025-Q4-NKE-trim-11 Terry Smith (Fundsmith) trimmed NKE (NIKE INC) in Q4 2025 · 2.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/QLYS https://holdlens.com/investor/terry-smith#2025-Q4-QLYS-trim-12 Terry Smith (Fundsmith) trimmed QLYS (QUALYS INC) in Q4 2025 · 0.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/DOCS https://holdlens.com/investor/terry-smith#2025-Q4-DOCS-add-13 Terry Smith (Fundsmith) added DOCS (DOXIMITY INC) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/GRACO https://holdlens.com/investor/terry-smith#2025-Q4-GRACO-trim-14 Terry Smith (Fundsmith) trimmed GRACO (GRACO INC) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/MEDP https://holdlens.com/investor/terry-smith#2025-Q4-MEDP-trim-15 Terry Smith (Fundsmith) trimmed MEDP (MEDPACE HLDGS INC) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/MSFT https://holdlens.com/investor/terry-smith#2025-Q3-MSFT-add-16 Terry Smith (Fundsmith) added MSFT in Q3 2025 · 11.0% of portfolio. Fundsmith MSFT add. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/GOOGL https://holdlens.com/investor/terry-smith#2025-Q3-GOOGL-trim-17 Terry Smith (Fundsmith) trimmed GOOGL (ALPHABET INC) in Q3 2025 · 7.7% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/WAT https://holdlens.com/investor/terry-smith#2025-Q3-WAT-add-18 Terry Smith (Fundsmith) added WAT (WATERS CORP) in Q3 2025 · 6.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/PFE https://holdlens.com/investor/terry-smith#2025-Q3-PFE-trim-19 Terry Smith (Fundsmith) trimmed PFE (PHILIP MORRIS INTL INC) in Q3 2025 · 5.9% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/META https://holdlens.com/investor/terry-smith#2025-Q3-META-trim-20 Terry Smith (Fundsmith) trimmed META (META PLATFORMS INC) in Q3 2025 · 5.8% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/ZTS https://holdlens.com/investor/terry-smith#2025-Q3-ZTS-add-21 Terry Smith (Fundsmith) added ZTS (ZOETIS INC) in Q3 2025 · 2.7% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/INTU https://holdlens.com/investor/terry-smith#2025-Q3-INTU-add-22 Terry Smith (Fundsmith) added INTU (INTUIT) in Q3 2025 · 2.1% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/PAYC https://holdlens.com/investor/terry-smith#2025-Q3-PAYC-add-23 Terry Smith (Fundsmith) added PAYC (PAYCOM SOFTWARE INC) in Q3 2025 · 0.6% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/QLYS https://holdlens.com/investor/terry-smith#2025-Q3-QLYS-add-24 Terry Smith (Fundsmith) added QLYS (QUALYS INC) in Q3 2025 · 0.6% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/VRSK https://holdlens.com/investor/terry-smith#2025-Q3-VRSK-exit-25 Terry Smith (Fundsmith) exited VRSK (VERISK ANALYTICS INC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/MA https://holdlens.com/investor/terry-smith#2025-Q3-MA-exit-26 Terry Smith (Fundsmith) exited MA (MASTERCARD INCORPORATED) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/META https://holdlens.com/investor/terry-smith#2025-Q2-META-trim-27 Terry Smith (Fundsmith) trimmed META (META PLATFORMS INC) in Q2 2025 · 11.4% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/MSFT https://holdlens.com/investor/terry-smith#2025-Q2-MSFT-trim-28 Terry Smith (Fundsmith) trimmed MSFT (MICROSOFT CORP) in Q2 2025 · 10.7% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/SYK https://holdlens.com/investor/terry-smith#2025-Q2-SYK-trim-29 Terry Smith (Fundsmith) trimmed SYK (STRYKER CORPORATION) in Q2 2025 · 8.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/PFE https://holdlens.com/investor/terry-smith#2025-Q2-PFE-trim-30 Terry Smith (Fundsmith) trimmed PFE (PHILIP MORRIS INTL INC) in Q2 2025 · 7.2% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/V https://holdlens.com/investor/terry-smith#2025-Q2-V-trim-31 Terry Smith (Fundsmith) trimmed V (VISA INC) in Q2 2025 · 5.9% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/ZTS https://holdlens.com/investor/terry-smith#2025-Q2-ZTS-add-32 Terry Smith (Fundsmith) added ZTS (ZOETIS INC) in Q2 2025 · 2.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/INTU https://holdlens.com/investor/terry-smith#2025-Q2-INTU-add-33 Terry Smith (Fundsmith) added INTU (INTUIT) in Q2 2025 · 1.3% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/DOCS https://holdlens.com/investor/terry-smith#2025-Q2-DOCS-add-34 Terry Smith (Fundsmith) added DOCS (DOXIMITY INC) in Q2 2025 · 0.4% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/GRACO https://holdlens.com/investor/terry-smith#2025-Q2-GRACO-trim-35 Terry Smith (Fundsmith) trimmed GRACO (GRACO INC) in Q2 2025 · 0.3% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/VRSN https://holdlens.com/investor/terry-smith#2025-Q2-VRSN-trim-36 Terry Smith (Fundsmith) trimmed VRSN (VERISIGN INC) in Q2 2025 · 0.3% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/VRSK https://holdlens.com/investor/terry-smith#2025-Q2-VRSK-trim-37 Terry Smith (Fundsmith) trimmed VRSK (VERISK ANALYTICS INC) in Q2 2025 · 0.2% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/MA https://holdlens.com/investor/terry-smith#2025-Q2-MA-trim-38 Terry Smith (Fundsmith) trimmed MA (MASTERCARD INCORPORATED) in Q2 2025 · 0.1% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/EFX https://holdlens.com/investor/terry-smith#2025-Q2-EFX-exit-39 Terry Smith (Fundsmith) exited EFX (EQUIFAX INC) in Q2 2025 · 0.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT exit