Fundsmith Investment Services LTD.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Fundsmith Investment Services LTD. reported 24 stock positions worth $4.4 billion. Its top holding was Marriott International Class A (MAR) at 8.9% of the portfolio, followed by Stryker (SYK, 8.8%) and Waters (WAT, 7.4%). Compared with Q4 2025, it sold out of 2, added to 4 and reduced 18. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +372%) and the biggest sale an exit from Nike Class B (NKE).
- Most Recent 13F
- Q2 2026
- Location
- BEAUX SONGES, O4
- CIK
- 0001868537
- Portfolio Value
- $4.4B (Q1 2026)
- SEC Filing
- 0001868537-26-000003 ↗ filed May 15, 2026
Holdings Value
Holdings 24 stocks · $4.4B
| MAR Marriott International Class A | 8.90% | 1,199,125 | $392.2M | Reduce -9.0% |
| SYK Stryker Corp. | 8.85% | 1,185,850 | $389.7M | Reduce -9.3% |
| WAT Waters Corp. | 7.41% | 1,096,855 | $326.6M | Reduce -4.3% |
| GOOGL Alphabet Inc. Class A | 7.40% | 1,134,379 | $326.2M | Reduce -9.8% |
| V Visa Inc. Class A | 7.04% | 1,025,445 | $309.9M | Reduce -5.0% |
| MTD Mettler-Toledo International | 6.38% | 222,759 | $280.9M | Reduce -7.1% |
| PM Philip Morris International | 6.30% | 1,677,719 | $277.4M | Reduce -19.8% |
| IDXX Idexx Laboratories Inc. | 6.14% | 481,586 | $270.6M | Reduce -13.1% |
| ADP Automatic Data Processing | 6.12% | 1,327,309 | $269.7M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 6.09% | 469,040 | $268.4M | Reduce -10.4% |
| PG The Procter & Gamble Co. | 5.77% | 1,760,681 | $254.3M | Reduce -0.9% |
| MSFT Microsoft Corp. | 5.58% | 664,002 | $245.8M | Reduce -0.7% |
| CHD Church & Dwight Co. Inc. | 5.50% | 2,597,159 | $242.4M | Reduce -0.9% |
| TXN Texas Instruments Inc. | 3.82% | 866,997 | $168.3M | Reduce -0.6% |
| FTNT Fortinet Inc. | 3.08% | 1,659,789 | $135.6M | Reduce -8.7% |
| ZTS Zoetis Inc. | 3.01% | 1,120,147 | $132.4M | Reduce -7.2% |
| OTIS Otis Worldwide Corp. | 1.69% | 966,787 | $74.5M | Reduce -22.8% |
| BMI Badger Meter Inc. | 0.46% | 132,631 | $20.2M | No change |
| WM Waste Management Inc. | 0.37% | 70,475 | $16.2M | No change |
| HD Home Depot Inc. | 0.03% | 4,585 | $1.5M | Reduce -50.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 2,853 | $964K | Add +371.6% |
| AAPL Apple Inc. | 0.01% | 2,183 | $554K | Add +260.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 3,213 | $513K | Add +178.2% |
| AMZN Amazon.com Inc. | 0.01% | 1,989 | $414K | Add +178.2% |
Portfolio Sells Q4 2025 → Q1 2026
| NKE Nike Inc. Class B | Sold out | 0.00% | −2.60 |
| INTU Intuit Inc. | Sold out | 0.00% | −2.14 |
| IDXX Idexx Laboratories Inc. | Reduce -13.1% | 6.14% | −0.71 |
| WAT Waters Corp. | Reduce -4.3% | 7.41% | −0.55 |
| MSFT Microsoft Corp. | Reduce -0.7% | 5.58% | −0.34 |
| OTIS Otis Worldwide Corp. | Reduce -22.8% | 1.69% | −0.31 |
| META Meta Platforms Inc. Class A | Reduce -10.4% | 6.09% | −0.23 |
| ADP Automatic Data Processing | Reduce -0.8% | 6.12% | −0.18 |
| HD Home Depot Inc. | Reduce -50.8% | 0.03% | −0.02 |
| V Visa Inc. Class A | Reduce -5.0% | 7.04% | +0.11 |
| PM Philip Morris International | Reduce -19.8% | 6.30% | +0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -9.8% | 7.40% | +0.21 |
| ZTS Zoetis Inc. | Reduce -7.2% | 3.01% | +0.23 |
| MTD Mettler-Toledo International | Reduce -7.1% | 6.38% | +0.26 |
| FTNT Fortinet Inc. | Reduce -8.7% | 3.08% | +0.44 |
| SYK Stryker Corp. | Reduce -9.3% | 8.85% | +0.44 |
| TXN Texas Instruments Inc. | Reduce -0.6% | 3.82% | +1.05 |
| PG The Procter & Gamble Co. | Reduce -0.9% | 5.77% | +1.11 |
| MAR Marriott International Class A | Reduce -9.0% | 8.90% | +1.42 |
| CHD Church & Dwight Co. Inc. | Reduce -0.9% | 5.50% | +1.48 |
Portfolio Buys Q4 2025 → Q1 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 27 | $4.5B | MAR, SYK, WAT, CHD, V |
| Q1 2026 | 24 | $4.4B | MAR, SYK, WAT, GOOGL, V |
| Q4 2025 | 26 | $5.5B | SYK, WAT, MAR, GOOGL, V |
| Q3 2025 | 23 | $6.4B | SYK, MSFT, META, GOOGL, IDXX |
| Q2 2025 | 26 | $7.4B | META, MSFT, SYK, PM, V |
| Q1 2025 | 27 | $7.1B | META, SYK, MSFT, PM, V |
| Q4 2024 | 31 | $7.7B | META, MSFT, SYK, ADP, V |
| Q3 2024 | 28 | $8.0B | MSFT, META, SYK, ADP, V |
| Q2 2024 | 28 | $7.8B | MSFT, META, SYK, V, PM |
| Q1 2024 | 27 | $7.5B | MSFT, META, SYK, V, IDXX |