Terry Smith - Fundsmith LLP
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    34
Portfolio value:    $12,827,766,987
Holdings Activity Buys Sells    History
Holding/activity history for  Cognex Corp. (CGNX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 0.31 SEC
2024   Q3 1,906,276 0.31 $40.50 $77,204,178 SEC
2024   Q2 1,906,276 0.36 Reduce 3.05% 0.01 $46.76 $89,137,466 SEC
2024   Q1 1,966,235 0.33 Reduce 2.63% <0.01 $42.42 $83,407,689 SEC
2023   Q4 2,019,318 0.35 Reduce 1.29% <0.01 $41.74 $84,286,333 SEC
2023   Q3 2,045,671 0.39 Reduce 0.69% <0.01 $42.44 $86,818,277 SEC
2023   Q2 2,059,788 0.48 $56.02 $115,389,324 SEC
2023   Q1 2,059,788 0.44 $49.55 $102,062,495 SEC
2022   Q4 2,059,788 0.44 Reduce 0.11% <0.01 $47.11 $97,036,613 SEC
2022   Q3 2,062,083 0.41 Add 1.23% <0.01 $41.45 $85,473,000 SEC
2022   Q2 2,037,105 0.38 Add 6.82% 0.02 $42.52 $86,618,000 SEC
2022   Q1 1,907,048 0.51 Add 5.24% 0.03 $77.15 $147,129,000 SEC
2021   Q4 1,812,093 0.34 Add 11.45% 0.03 $77.76 $140,908,000 SEC
2021   Q3 1,625,987 0.36 Add 0.36% <0.01 $80.22 $130,437,000 SEC
2021   Q2 1,620,130 0.38 Add 0.55% <0.01 $84.05 $136,172,000 SEC
2021   Q1 1,611,251 0.43 Add 0.42% <0.01 $82.99 $133,718,000 SEC
2020   Q4 1,604,491 0.43 Add 0.12% <0.01 $80.29 $128,817,000 SEC
2020   Q3 1,602,593 0.41 $65.10 $104,329,000 SEC
2020   Q2 1,602,593 0.42 Add 6.20% 0.02 $59.72 $95,707,000 SEC
2020   Q1 1,508,999 0.36 Add 29.22% 0.08 $42.22 $63,710,000 SEC
2019   Q4 1,167,817 0.31 $56.04 $65,444,000 SEC
2019   Q3 1,167,817 0.29 $49.13 $57,375,000 SEC
2019   Q2 1,167,817 0.29 Add 13.03% 0.03 $47.98 $56,032,000 SEC
2019   Q1 1,033,167 0.30 $50.86 $52,547,000 SEC
2018   Q4 1,033,167 0.25 Buy 0.25 $38.67 $39,953,000 SEC