Fundsmith LLP
SuperinvestorFundsmith
- SEC CIK
- 0001569205
- Manager
- Terry Smith
- Style
- Quality
PM holding history
Philip Morris International Inc.
Every 13F filing in which Fundsmith reported holding PM, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
PM overviewAll 13F holders of PMFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 2,913,693 | $527.12M | 3.86% | −2,199,470−43.0% | Reduced |
| Q1 2026 | 5,113,163 | $845.41M | 6.59% | −1,011,434−16.5% | Reduced |
| Q4 2025 | 6,124,597 | $982.39M | 5.74% | −1,063,547−14.8% | Reduced |
| Q3 2025 | 7,188,144 | $1.17B | 5.89% | −1,886,051−20.8% | Reduced |
| Q2 2025 | 9,074,195 | $1.65B | 7.18% | −1,731,697−16.0% | Reduced |
| Q1 2025 | 10,805,892 | $1.72B | 7.81% | −439,283−3.9% | Reduced |
| Q4 2024 | 11,245,175 | $1.35B | 5.77% | −767,484−6.4% | Reduced |
| Q3 2024 | 12,012,659 | $1.46B | 5.77% | −2,461,786−17.0% | Reduced |
| Q2 2024 | 14,474,445 | $1.47B | 5.98% | −347,792−2.3% | Reduced |
| Q1 2024 | 14,822,237 | $1.36B | 5.32% | −215,420−1.4% | Reduced |
| Q4 2023 | 15,037,657 | $1.41B | 5.92% | −26,879−0.2% | Reduced |
| Q3 2023 | 15,064,536 | $1.39B | 6.34% | −720,380−4.6% | Reduced |
| Q2 2023 | 15,784,916 | $1.54B | 6.47% | −678,947−4.1% | Reduced |
| Q1 2023 | 16,463,863 | $1.6B | 6.91% | −12,225−0.1% | Reduced |
| Q4 2022 | 16,476,088 | $1.67B | 7.62% | −12,979−0.1% | Reduced |
| Q3 2022 | 16,489,067 | $1.37B | 6.50% | +10,642+0.1% | Added |
| Q2 2022 | 16,478,425 | $1.63B | 7.18% | +21,134+0.1% | Added |
| Q1 2022 | 16,457,291 | $1.55B | 5.31% | −3,966,136−19.4% | Reduced |
| Q4 2021 | 20,423,427 | $1.94B | 4.73% | +1,069,807+5.5% | Added |
| Q3 2021 | 19,353,620 | $1.83B | 5.07% | 00.0% | Unchanged |
| Q2 2021 | 19,353,620 | $1.92B | 5.32% | −34,952−0.2% | Reduced |
| Q1 2021 | 19,388,572 | $1.72B | 5.47% | +19,388,572 | New |