Terry Smith - Fundsmith
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  A. O. Smith Corp. (AOS)
← All AOS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 0.37 $56.61–69.70 · VW $62.14i SEC
2021   Q4 1,778,319 0.37 Add 0.21% <0.01 $65.29–86.74 · VW $73.54i $152,669,000 SEC
2021   Q3 1,774,515 0.30 Add 0.36% <0.01 $60.39–83.60 · VW $74.35i $108,370,000 SEC
2021   Q2 1,768,126 0.35 Add 0.55% <0.01 $65.61–73.30 · VW $70.54i $127,411,000 SEC
2021   Q1 1,758,436 0.38 Add 18.07% 0.06 $59.80–73.05 · VW $67.97i $118,888,000 SEC
2020   Q4 1,489,317 0.27 Add 0.12% <0.01 $52.08–62.29 · VW $57.91i $81,644,000 SEC
2020   Q3 1,487,541 0.31 $52.80 $78,542,000 SEC
2020   Q2 1,487,541 0.31 Add 1.52% <0.01 $43.88–53.72 · VW $48.86i $70,093,000 SEC
2020   Q1 1,465,215 0.31 Add 24.38% 0.06 $33.81–47.74 · VW $43.02i $55,400,000 SEC
2019   Q4 1,178,048 0.27 Add 38.83% 0.08 $38.76–48.68 · VW $42.33i $56,122,000 SEC
2019   Q3 848,563 0.21 $47.71 $40,485,000 SEC
2019   Q2 848,563 0.21 Add 11.13% 0.02 $40.68–48.01 · VW $45.07i $40,018,000 SEC
2019   Q1 763,583 0.23 Add 10.68% 0.02 $40.38–56.66 · VW $45.85i $40,714,000 SEC
2018   Q4 689,903 0.19 Buy 0.19 $41.01–53.96 · VW $48.97i $29,459,000 SEC
Price snapshot:
Current price$59.53
52-week low$54.16
52-week high$81.41