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  Equifax Inc. (EFX)
← All EFX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.26 $233.24–275.91 · VW $251.82i SEC
2025   Q1 235,505 0.26 Reduce 35.18% 0.14 $199.98–281.03 · VW $248.40i $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 $241.20–309.63 · VW $270.80i $106,767,566 SEC
2024   Q2 458,387 0.45 Reduce 3.05% 0.02 $228.61–307.69 · VW $281.14i $111,140,512 SEC
2024   Q1 472,805 0.50 Reduce 2.63% 0.01 $213.02–274.75 · VW $239.72i $126,484,794 SEC
2023   Q4 485,569 0.50 Reduce 1.29% <0.01 $216.86–275.10 · VW $255.18i $120,076,358 SEC
2023   Q3 491,906 0.41 Reduce 0.69% <0.01 $159.95–218.09 · VW $198.58i $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 $187.11–234.14 · VW $207.93i $96,266,702 SEC
2022   Q3 495,850 0.40 Add 1.17% <0.01 $145.98–208.87 · VW $184.07i $85,004,000 SEC
2022   Q2 490,113 0.40 Reduce 0.92% <0.01 $169.25–223.03 · VW $193.68i $89,583,000 SEC
2022   Q1 494,685 0.40 Reduce 27.60% 0.14 $185.76–243.79 · VW $210.71i $117,290,000 SEC
2021   Q4 683,231 0.49 Add 0.22% <0.01 $203.01–300.11 · VW $240.49i $200,043,000 SEC
2021   Q3 681,754 0.48 Add 0.36% <0.01 $240.11–292.11 · VW $270.29i $172,770,000 SEC
2021   Q2 679,315 0.45 Add 0.55% <0.01 $226.27–273.28 · VW $257.27i $162,703,000 SEC
2021   Q1 675,592 0.39 Add 0.42% <0.01 $162.81–242.13 · VW $213.33i $122,370,000 SEC
2020   Q4 672,758 0.43 Add 16.64% 0.06 $161.87–196.47 · VW $173.41i $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 $153.26–181.76 · VW $167.76i $99,137,000 SEC
2020   Q1 568,122 0.38 Reduce 13.17% 0.06 $103.01–163.04 · VW $139.87i $67,862,000 SEC
2019   Q4 654,288 0.43 Add 5.39% 0.02 $135.23–164.77 · VW $147.35i $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 $119.91–147.47 · VW $137.92i $83,960,000 SEC
2019   Q1 578,511 0.39 Add 9.62% 0.03 $107.58–126.89 · VW $118.46i $68,554,000 SEC
2018   Q4 527,747 0.31 Buy 0.31 $88.68–113.11 · VW $103.77i $49,149,000 SEC
Price snapshot:
Current price$172.61
52-week low$150.75
52-week high$269.54