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  Manhattan Associates, Inc. (MANH)
← All MANH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 120,888 0.13 Reduce 58.07% 0.17 $126.00–179.94 · VW $145.32i $16,092,611 SEC
2025   Q4 288,332 0.29 $173.31 $49,970,819 SEC
2025   Q3 288,332 0.30 $204.98 $59,102,293 SEC
2025   Q2 288,332 0.25 Buy 0.25 $140.81–198.74 · VW $182.15i $56,936,920 SEC
Price snapshot:
Current price$158.31
Avg. buy price$197.47
+/- since buy-19.83%
52-week low$119.06
52-week high$247.22