Fundsmith Investment Services Ltd. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Fundsmith Investment Services Ltd. disclosed 24 US equity positions worth $4.4bn in its Q1 2026 13F filing. The largest position was MAR at 8.9% of the reported book, followed by SYK and WAT.
What did Fundsmith Investment Services Ltd. own in Q1 2026? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 8.9% | $392.2m | 1,199,125 | – | |
| 2 | SYK STRYKER CORPORATION | Healthcare | 8.8% | $389.7m | 1,185,850 | – | |
| 3 | WAT WATERS CORP | Healthcare | 7.4% | $326.6m | 1,096,855 | – | |
| 4 | GOOGL ALPHABET INC | Communication Services | 7.4% | $326.2m | 1,134,379 | – | |
| 5 | V VISA INC | Financial Services | 7.0% | $309.9m | 1,025,445 | – | |
| 6 | MTD METTLER TOLEDO INTERNATIONAL | Healthcare | 6.4% | $280.9m | 222,759 | – | |
| 7 | PM PHILIP MORRIS INTL INC | Consumer Defensive | 6.3% | $277.4m | 1,677,719 | – | |
| 8 | IDXX IDEXX LABS INC | Healthcare | 6.1% | $270.6m | 481,586 | – | |
| 9 | ADP AUTOMATIC DATA PROCESSING IN | Technology | 6.1% | $269.7m | 1,327,309 | – | |
| 10 | META META PLATFORMS INC | Communication Services | 6.1% | $268.4m | 469,040 | – | |
| 11 | PG PROCTER & GAMBLE CO | Consumer Defensive | 5.8% | $254.3m | 1,760,681 | – | |
| 12 | MSFT MICROSOFT CORP | Technology | 5.6% | $245.8m | 664,002 | – | |
| 13 | CHD CHURCH & DWIGHT CO INC | Consumer Defensive | 5.5% | $242.4m | 2,597,159 | – | |
| 14 | TXN TEXAS INSTRS INC | Technology | 3.8% | $168.3m | 866,997 | – | |
| 15 | FTNT FORTINET INC | Technology | 3.1% | $135.6m | 1,659,789 | – | |
| 16 | ZTS ZOETIS INC | Healthcare | 3.0% | $132.4m | 1,120,147 | – | |
| 17 | OTIS OTIS WORLDWIDE CORP | Industrials | 1.7% | $74.5m | 966,787 | – | |
| 18 | BMI BADGER METER INC | Technology | 0.5% | $20.2m | 132,631 | – | |
| 19 | WM WASTE MGMT INC DEL | Industrials | 0.4% | $16.2m | 70,475 | – | |
| 20 | HD HOME DEPOT INC | Consumer Cyclical | 0.0% | $1.5m | 4,585 | – | |
| 21 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 0.0% | $964.2k | 2,853 | – | |
| 22 | AAPL APPLE INC | Technology | 0.0% | $554.0k | 2,183 | – | |
| 23 | TJX TJX COS INC NEW | Consumer Cyclical | 0.0% | $513.1k | 3,213 | – | |
| 24 | AMZN AMAZON COM INC | Consumer Cyclical | 0.0% | $414.2k | 1,989 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.