Fundsmith: 13F changes (WallStPal)https://wallstpal.com/fund/fundsmith/Quarterly portfolio changes from Fundsmith's 13F filings. en-usFri, 14 Aug 2026 21:00:00 GMT360 https://wallstpal.com/brand/icon-144.pngFundsmith: 13F changes (WallStPal)https://wallstpal.com/fund/fundsmith/ Fundsmith cut MAR (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-571903202Fri, 14 Aug 2026 21:00:00 GMTPosition value $958.3 million at quarter end. 13F filed 2026-08-14. Fundsmith cut SYK (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-863667101Fri, 14 Aug 2026 21:00:00 GMTPosition value $917.4 million at quarter end. 13F filed 2026-08-14. Fundsmith cut WAT (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-941848103Fri, 14 Aug 2026 21:00:00 GMTPosition value $852.7 million at quarter end. 13F filed 2026-08-14. Fundsmith cut V (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-92826C839Fri, 14 Aug 2026 21:00:00 GMTPosition value $693 million at quarter end. 13F filed 2026-08-14. Fundsmith opened UBER (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-90353T100Fri, 14 Aug 2026 21:00:00 GMTPosition value $645.3 million at quarter end. 13F filed 2026-08-14. Fundsmith opened MA (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-57636Q104Fri, 14 Aug 2026 21:00:00 GMTPosition value $639.5 million at quarter end. 13F filed 2026-08-14. Fundsmith cut GOOGL (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-02079K305Fri, 14 Aug 2026 21:00:00 GMTPosition value $633.7 million at quarter end. 13F filed 2026-08-14. Fundsmith cut CHD (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-171340102Fri, 14 Aug 2026 21:00:00 GMTPosition value $625.5 million at quarter end. 13F filed 2026-08-14. Fundsmith cut PG (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-742718109Fri, 14 Aug 2026 21:00:00 GMTPosition value $598.1 million at quarter end. 13F filed 2026-08-14. Fundsmith cut MSFT (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-594918104Fri, 14 Aug 2026 21:00:00 GMTPosition value $595.6 million at quarter end. 13F filed 2026-08-14. Fundsmith cut META (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-30303M102Fri, 14 Aug 2026 21:00:00 GMTPosition value $592.5 million at quarter end. 13F filed 2026-08-14. Fundsmith cut ADP (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-053015103Fri, 14 Aug 2026 21:00:00 GMTPosition value $582.6 million at quarter end. 13F filed 2026-08-14. Fundsmith cut FTNT (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-34959E109Fri, 14 Aug 2026 21:00:00 GMTPosition value $557.6 million at quarter end. 13F filed 2026-08-14. Fundsmith opened TSM (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-874039100Fri, 14 Aug 2026 21:00:00 GMTPosition value $548.5 million at quarter end. 13F filed 2026-08-14. Fundsmith cut IDXX (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-45168D104Fri, 14 Aug 2026 21:00:00 GMTPosition value $536.9 million at quarter end. 13F filed 2026-08-14. Fundsmith cut TXN (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-882508104Fri, 14 Aug 2026 21:00:00 GMTPosition value $536.3 million at quarter end. 13F filed 2026-08-14. Fundsmith cut PM (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-718172109Fri, 14 Aug 2026 21:00:00 GMTPosition value $527.1 million at quarter end. 13F filed 2026-08-14. Fundsmith opened NFLX (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-64110L106Fri, 14 Aug 2026 21:00:00 GMTPosition value $499.1 million at quarter end. 13F filed 2026-08-14. Fundsmith opened GEV (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-36828A101Fri, 14 Aug 2026 21:00:00 GMTPosition value $481.5 million at quarter end. 13F filed 2026-08-14. Fundsmith opened APP (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-03831W108Fri, 14 Aug 2026 21:00:00 GMTPosition value $358.9 million at quarter end. 13F filed 2026-08-14. Fundsmith opened TJX (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-872540109Fri, 14 Aug 2026 21:00:00 GMTPosition value $344.3 million at quarter end. 13F filed 2026-08-14. Fundsmith opened NXT (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-65290E101Fri, 14 Aug 2026 21:00:00 GMTPosition value $340.3 million at quarter end. 13F filed 2026-08-14. Fundsmith opened VEEV (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-922475108Fri, 14 Aug 2026 21:00:00 GMTPosition value $145 million at quarter end. 13F filed 2026-08-14. Fundsmith opened YUM (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-988498101Fri, 14 Aug 2026 21:00:00 GMTPosition value $88.9 million at quarter end. 13F filed 2026-08-14. Fundsmith cut MSCI (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-55354G100Fri, 14 Aug 2026 21:00:00 GMTPosition value $30 million at quarter end. 13F filed 2026-08-14. Fundsmith cut MEDP (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-58506Q109Fri, 14 Aug 2026 21:00:00 GMTPosition value $27.7 million at quarter end. 13F filed 2026-08-14. Fundsmith cut NTNX (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-67059N108Fri, 14 Aug 2026 21:00:00 GMTPosition value $27.4 million at quarter end. 13F filed 2026-08-14. Fundsmith added to BMI (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-056525108Fri, 14 Aug 2026 21:00:00 GMTPosition value $25.9 million at quarter end. 13F filed 2026-08-14. Fundsmith added to CLX (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-189054109Fri, 14 Aug 2026 21:00:00 GMTPosition value $25.9 million at quarter end. 13F filed 2026-08-14. Fundsmith added to MANH (Q2 2026)https://wallstpal.com/fund/fundsmith/0001569205-26-000012-562750109Fri, 14 Aug 2026 21:00:00 GMTPosition value $24.1 million at quarter end. 13F filed 2026-08-14.