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  Cognex Corp. (CGNX)
← All CGNX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 0.31 $35.08–44.17 · VW $39.46i 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 $38.30–48.74 · VW $44.02i $89,137,466 SEC
2024   Q1 1,966,235 0.33 Reduce 2.63% <0.01 $34.79–42.77 · VW $39.06i $83,407,689 SEC
2023   Q4 2,019,318 0.35 Reduce 1.29% <0.01 $34.28–42.95 · VW $38.21i $84,286,333 SEC
2023   Q3 2,045,671 0.39 Reduce 0.69% <0.01 $41.51–59.51 · VW $48.92i $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 $40.21–52.35 · VW $47.12i $97,036,613 SEC
2022   Q3 2,062,083 0.41 Add 1.23% <0.01 $40.55–51.28 · VW $44.87i $85,473,000 SEC
2022   Q2 2,037,105 0.38 Add 6.82% 0.02 $41.69–79.45 · VW $53.17i $86,618,000 SEC
2022   Q1 1,907,048 0.51 Add 5.24% 0.03 $61.51–80.30 · VW $69.72i $147,129,000 SEC
2021   Q4 1,812,093 0.34 Add 11.45% 0.03 $74.12–92.17 · VW $81.04i $140,908,000 SEC
2021   Q3 1,625,987 0.36 Add 0.36% <0.01 $78.26–91.93 · VW $85.85i $130,437,000 SEC
2021   Q2 1,620,130 0.38 Add 0.55% <0.01 $72.85–88.86 · VW $82.19i $136,172,000 SEC
2021   Q1 1,611,251 0.43 Add 0.42% <0.01 $74.51–101.82 · VW $83.92i $133,718,000 SEC
2020   Q4 1,604,491 0.43 Add 0.12% <0.01 $63.10–83.10 · VW $72.98i $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 $40.08–64.28 · VW $55.87i $95,707,000 SEC
2020   Q1 1,508,999 0.36 Add 29.22% 0.08 $35.20–59.14 · VW $46.31i $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 $40.18–57.31 · VW $47.05i $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 $34.88–57.15 · VW $43.43i $39,953,000 SEC
Price snapshot:
Current price$63.91
52-week low$32.33
52-week high$72.88