Tom Armstrong
Fundsmith Llp
Assets Managed
$12.828B
Holdings
34
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
-25.05%(2Q avg: -19.29%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Fundsmith Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 34 positions.
Assets under management
The assets under management (AUM) of Fundsmith Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 12.828B in assets, with a quarterly growth rate of -25.05% and a 2-quarter average growth rate of -19.29%. The portfolio is managed by Tom Armstrong, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
MAR Marriott International -cl A
| 8.6% | $1.103B 3.371M shares@ $327.07 avg price | Decreased -15.3% |
SYK Stryker Corp
| 7.85% | $1.006B 3.061M shares@ $328.59 avg price | Decreased -16.97% |
WAT Waters Corp
| 7.46% | $956.556M 3.212M shares@ $297.8 avg price | Decreased -9.72% |
V Visa Inc-class A Shares
| 7.32% | $938.18M 3.104M shares@ $302.25 avg price | Decreased -12.18% |
GOOGL Alphabet Inc-cl A
| 6.63% | $850.084M 2.956M shares@ $287.57 avg price | Decreased -15.5% |
PM Philip Morris International
| 6.6% | $845.41M 5.113M shares@ $165.34 avg price | Decreased -16.51% |
IDXX Idexx Laboratories Inc
| 6.43% | $823.61M 1.466M shares@ $561.9 avg price | Decreased -21.86% |
ADP Automatic Data Processing
| 6.11% | $783.28M 3.855M shares@ $203.19 avg price | Decreased -7.72% |
MSFT Microsoft Corp
| 6.01% | $769.856M 2.08M shares@ $370.17 avg price | Decreased -0.01% |
META Meta Platforms Inc-class A
| 5.9% | $755.998M 1.321M shares@ $572.14 avg price | Decreased -3.09% |
1-10 of 34