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  The Estée Lauder Companies Inc. (EL)
← All EL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 4.46 $138.14–198.86 · VW $164.84i SEC
2023   Q2 5,418,525 4.46 Reduce 0.18% 0.01 $175.05–260.46 · VW $208.03i $1,064,089,940 SEC
2023   Q1 5,428,332 5.77 Reduce 4.42% 0.28 $231.30–283.62 · VW $256.04i $1,337,866,705 SEC
2022   Q4 5,679,620 6.44 Reduce 4.64% 0.28 $186.47–254.82 · VW $222.69i $1,409,170,518 SEC
2022   Q3 5,955,974 6.10 Add 0.08% <0.01 $215.86–284.45 · VW $250.68i $1,285,895,000 SEC
2022   Q2 5,951,296 6.69 Add 2.70% 0.18 $225.39–285.79 · VW $254.61i $1,515,617,000 SEC
2022   Q1 5,794,870 5.42 Reduce 19.12% 1.24 $248.42–374.20 · VW $297.81i $1,578,059,000 SEC
2021   Q4 7,165,161 6.47 Add 4.88% 0.30 $301.67–372.36 · VW $336.25i $2,652,543,000 SEC
2021   Q3 6,831,752 5.66 Add 0.02% <0.01 $299.76–347.82 · VW $324.99i $2,049,047,000 SEC
2021   Q2 6,830,510 6.02 Add 0.34% 0.02 $286.58–318.79 · VW $305.46i $2,172,649,000 SEC
2021   Q1 6,807,070 6.30 Add 0.30% 0.02 $231.97–298.31 · VW $271.86i $1,979,836,000 SEC
2020   Q4 6,786,727 5.99 Reduce 0.20% 0.01 $215.79–267.20 · VW $242.68i $1,806,559,000 SEC
2020   Q3 6,800,333 5.80 Add 0.62% 0.04 $185.48–224.23 · VW $208.07i $1,484,173,000 SEC
2020   Q2 6,758,574 5.56 Add 0.30% 0.02 $147.16–206.52 · VW $180.01i $1,275,208,000 SEC
2020   Q1 6,738,662 6.04 Reduce 1.99% 0.13 $137.01–220.42 · VW $182.29i $1,073,738,000 SEC
2019   Q4 6,875,587 6.71 Add 1.61% 0.11 $179.76–208.33 · VW $193.30i $1,420,084,000 SEC
2019   Q3 6,766,747 6.88 Add 1.59% 0.11 $173.22–207.50 · VW $193.09i $1,346,244,000 SEC
2019   Q2 6,660,785 6.36 Add 0.44% 0.03 $160.83–184.70 · VW $170.47i $1,219,656,000 SEC
2019   Q1 6,631,703 6.24 Add 5.56% 0.33 $121.47–165.76 · VW $145.29i $1,097,878,000 SEC
2018   Q4 6,282,397 5.80 Add 6.83% 0.37 $121.64–152.92 · VW $137.38i $912,958,000 SEC
2018   Q3 5,880,997 5.73 Add 19.62% 0.94 $128.81–146.00 · VW $139.01i $854,626,000 SEC
2018   Q2 4,916,559 5.22 Add 14.09% 0.64 $131.76–158.80 · VW $146.58i $701,543,000 SEC
2018   Q1 4,309,460 5.32 Add 12.08% 0.57 $126.80–150.40 · VW $139.20i $645,212,000 SEC
2017   Q4 3,844,901 4.19 $127.24 $489,225,000 SEC
2017   Q3 3,844,901 3.96 Reduce 0.02% <0.01 $93.45–110.99 · VW $103.78i $408,867,000 SEC
2017   Q2 3,845,509 3.87 Add 3.18% 0.12 $83.34–98.40 · VW $91.45i $369,092,000 SEC
2017   Q1 3,727,020 3.67 Add 3.79% 0.13 $76.34–87.55 · VW $82.55i $316,014,000 SEC
2016   Q4 3,590,783 3.65 Add 4.67% 0.16 $75.30–88.74 · VW $80.83i $277,460,000 SEC
2016   Q3 3,430,435 5.02 Buy 5.02 $86.57–95.38 · VW $90.46i $303,799,000 SEC
Price snapshot:
Current price$81.15
52-week low$65.96
52-week high$120.79