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  Equifax Inc. (EFX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.26 SEC
2025   Q1 235,505 0.26 Reduce 35.18% 0.14 $243.56 $57,359,598 SEC
2024   Q4 363,328 0.39 $254.85 $92,594,141 SEC
2024   Q3 363,328 0.42 Reduce 20.74% 0.09 $293.86 $106,767,566 SEC
2024   Q2 458,387 0.45 Reduce 3.05% 0.02 $242.46 $111,140,512 SEC
2024   Q1 472,805 0.50 Reduce 2.63% 0.01 $267.52 $126,484,794 SEC
2023   Q4 485,569 0.50 Reduce 1.29% <0.01 $247.29 $120,076,358 SEC
2023   Q3 491,906 0.41 Reduce 0.69% <0.01 $183.18 $90,107,341 SEC
2023   Q2 495,301 0.49 $235.30 $116,544,325 SEC
2023   Q1 495,301 0.43 $202.84 $100,466,855 SEC
2022   Q4 495,301 0.44 Reduce 0.11% <0.01 $194.36 $96,266,702 SEC
2022   Q3 495,850 0.40 Add 1.17% <0.01 $171.43 $85,004,000 SEC
2022   Q2 490,113 0.40 Reduce 0.92% <0.01 $182.78 $89,583,000 SEC
2022   Q1 494,685 0.40 Reduce 27.60% 0.14 $237.10 $117,290,000 SEC
2021   Q4 683,231 0.49 Add 0.22% <0.01 $292.79 $200,043,000 SEC
2021   Q3 681,754 0.48 Add 0.36% <0.01 $253.42 $172,770,000 SEC
2021   Q2 679,315 0.45 Add 0.55% <0.01 $239.51 $162,703,000 SEC
2021   Q1 675,592 0.39 Add 0.42% <0.01 $181.13 $122,370,000 SEC
2020   Q4 672,758 0.43 Add 16.64% 0.06 $192.84 $129,735,000 SEC
2020   Q3 576,779 0.35 $156.90 $90,497,000 SEC
2020   Q2 576,779 0.43 Add 1.52% <0.01 $171.88 $99,137,000 SEC
2020   Q1 568,122 0.38 Reduce 13.17% 0.06 $119.45 $67,862,000 SEC
2019   Q4 654,288 0.43 Add 5.39% 0.02 $140.12 $91,679,000 SEC
2019   Q3 620,821 0.45 $140.67 $87,331,000 SEC
2019   Q2 620,821 0.44 Add 7.31% 0.03 $135.24 $83,960,000 SEC
2019   Q1 578,511 0.39 Add 9.62% 0.03 $118.50 $68,554,000 SEC
2018   Q4 527,747 0.31 Buy 0.31 $93.13 $49,149,000 SEC