Terry Smith - Fundsmith LLP
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  Estee Lauder Cos. (EL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 4.46 SEC
2023   Q2 5,418,525 4.46 Reduce 0.18% 0.01 $196.38 $1,064,089,940 SEC
2023   Q1 5,428,332 5.77 Reduce 4.42% 0.28 $246.46 $1,337,866,705 SEC
2022   Q4 5,679,620 6.44 Reduce 4.64% 0.28 $248.11 $1,409,170,518 SEC
2022   Q3 5,955,974 6.10 Add 0.08% <0.01 $215.90 $1,285,895,000 SEC
2022   Q2 5,951,296 6.69 Add 2.70% 0.18 $254.67 $1,515,617,000 SEC
2022   Q1 5,794,870 5.42 Reduce 19.12% 1.24 $272.32 $1,578,059,000 SEC
2021   Q4 7,165,161 6.47 Add 4.88% 0.30 $370.20 $2,652,543,000 SEC
2021   Q3 6,831,752 5.66 Add 0.02% <0.01 $299.93 $2,049,047,000 SEC
2021   Q2 6,830,510 6.02 Add 0.34% 0.02 $318.08 $2,172,649,000 SEC
2021   Q1 6,807,070 6.30 Add 0.30% 0.02 $290.85 $1,979,836,000 SEC
2020   Q4 6,786,727 5.99 Reduce 0.20% 0.01 $266.19 $1,806,559,000 SEC
2020   Q3 6,800,333 5.80 Add 0.62% 0.04 $218.25 $1,484,173,000 SEC
2020   Q2 6,758,574 5.56 Add 0.30% 0.02 $188.68 $1,275,208,000 SEC
2020   Q1 6,738,662 6.04 Reduce 1.99% 0.13 $159.34 $1,073,738,000 SEC
2019   Q4 6,875,587 6.71 Add 1.61% 0.11 $206.54 $1,420,084,000 SEC
2019   Q3 6,766,747 6.88 Add 1.59% 0.11 $198.95 $1,346,244,000 SEC
2019   Q2 6,660,785 6.36 Add 0.44% 0.03 $183.11 $1,219,656,000 SEC
2019   Q1 6,631,703 6.24 Add 5.56% 0.33 $165.55 $1,097,878,000 SEC
2018   Q4 6,282,397 5.80 Add 6.83% 0.37 $145.32 $912,958,000 SEC
2018   Q3 5,880,997 5.73 Add 19.62% 0.94 $145.32 $854,626,000 SEC
2018   Q2 4,916,559 5.22 Add 14.09% 0.64 $142.69 $701,543,000 SEC
2018   Q1 4,309,460 5.32 Add 12.08% 0.57 $149.72 $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 $106.34 $408,867,000 SEC
2017   Q2 3,845,509 3.87 Add 3.18% 0.12 $95.98 $369,092,000 SEC
2017   Q1 3,727,020 3.67 Add 3.79% 0.13 $84.79 $316,014,000 SEC
2016   Q4 3,590,783 3.65 Add 4.67% 0.16 $77.27 $277,460,000 SEC
2016   Q3 3,430,435 5.02 Buy 5.02 $88.56 $303,799,000 SEC