TS
Terry Smith (Fundsmith) disclosed increased in PHILIP MORRIS INTL INC
Terry Smith (Fundsmith) filed a 13F change in PHILIP MORRIS INTL INC (718172109) on 2025-05-15, covering period end 2025-03-31.
Action
Increased
Capital
$1,715,219,237 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
40 changes from Terry Smith (Fundsmith), filed 2025-05-15 for period end 2025-03-31.
$22.0B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
713448108 PEPSICO INC | Sold out | -$861.2M | $0 | 3.92% |
594918104 MICROSOFT CORP | Reduced | -$591.9M | $2.0B | 2.69% |
30303M102 META PLATFORMS INC | Reduced | -$432.3M | $2.2B | 1.97% |
98978V103 ZOETIS INC | Increased | $382.2M | $419.3M | 1.74% |
718172109 PHILIP MORRIS INTL INC | Increased | $361.9M | $1.7B | 1.65% |
02079K305 ALPHABET INC | Reduced | -$238.1M | $1.1B | 1.08% |
571903202 MARRIOTT INTL INC NEW | Reduced | -$174.3M | $1.0B | 0.79% |
882508104 TEXAS INSTRS INC | Increased | $170.9M | $489.8M | 0.78% |
461202103 INTUIT | New | $111.5M | $111.5M | 0.51% |
53015103 AUTOMATIC DATA PROCESSING IN | Reduced | -$88.5M | $1.4B | 0.40% |
45167R104 IDEX ORD | Sold out | -$75.9M | $0 | 0.35% |
654106103 NIKE INC | Reduced | -$74.8M | $389.5M | 0.34% |
68902V107 OTIS WORLDWIDE CORP | Increased | $52.9M | $605.4M | 0.24% |
14888U101 CATALYST PHARMACEUTICALS INC | New | $52.2M | $52.2M | 0.24% |
115637209 BROWN FORMAN CORP | Reduced | -$38.9M | $327.1M | 0.18% |
171340102 CHURCH & DWIGHT CO INC | Increased | $35.8M | $753.8M | 0.16% |
294429105 EQUIFAX INC | Reduced | -$35.2M | $57.4M | 0.16% |
863667101 STRYKER CORPORATION | Reduced | -$33.5M | $1.9B | 0.15% |
26622P107 DOXIMITY INC | Increased | $31.1M | $69.0M | 0.14% |
592688105 METTLER TOLEDO INTERNATIONAL | Reduced | -$26.0M | $697.7M | 0.12% |
70432V102 PAYCOM SOFTWARE INC | Increased | $24.2M | $90.3M | 0.11% |
78573M104 SABRE CORP | Reduced | -$18.1M | $60.4M | 0.08% |
92345Y106 VERISK ANALYTICS INC | Reduced | -$16.6M | $98.4M | 0.08% |
941848103 WATERS CORP | Reduced | -$16.6M | $1.3B | 0.08% |
9.2343E+106 VERISIGN INC | Increased | $15.5M | $144.7M | 0.07% |
437076102 HOME DEPOT INC | Reduced | -$14.6M | $42.0M | 0.07% |
3.4959E+113 FORTINET INC | Increased | $14.5M | $820.4M | 0.07% |
74758T303 QUALYS INC | Increased | $13.7M | $90.5M | 0.06% |
775711104 ROLLINS INC | Increased | $12.3M | $86.3M | 0.06% |
742718109 PROCTER AND GAMBLE CO | Increased | $11.8M | $787.4M | 0.05% |
45168D104 IDEXX LABS INC | Increased | $11.2M | $1.1B | 0.05% |
92826C839 VISA INC | Reduced | -$11.1M | $1.4B | 0.05% |
189054109 CLOROX CO DEL | Reduced | -$9.3M | $90.3M | 0.04% |
169905106 CHOICE HOTELS INTL INC | Reduced | -$6.8M | $97.4M | 0.03% |
30214U102 EXPONENT INC | Reduced | -$6.7M | $67.8M | 0.03% |
57636Q104 MASTERCARD INCORPORATED | Reduced | -$6.6M | $27.1M | 0.03% |
55354G100 MSCI INC | Reduced | -$5.8M | $94.2M | 0.03% |
58506Q109 MEDPACE HLDGS INC | Reduced | -$3.5M | $38.9M | 0.02% |
M7518J104 ODDITY TECH LTD | Increased | $2.0M | $69.9M | 0.01% |
384109104 GRACO INC | Reduced | -$888,920 | $95.2M | 0.00% |