Terry Smith’s GGG Holdings & Trades

First Buy
Q1 2023
Duration Held
11 Quarters
Largest Add
Q2 2023
+683,317 Shares
Current Position
900,545 Shares
$76.51 M Value

Terry Smith's GGG Position Overview

Terry Smith (via Fundsmith Llp) currently holds 900,545 shares of Graco Inc. (GGG) worth $76.51 M, representing 0.39% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.

Based on 13F filings, Terry Smith has maintained a strategic position in GGG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 683,317 shares. Largest reduction occurred in Q2 2025, reducing 239,096 shares.

Analysis based on 13F filings available since 2013 Q2

Terry Smith's Graco (GGG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Graco (GGG) Trades by Terry Smith

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2023 +545,911 New Buy 545,911 $73.01
Q2 2023 +683,317 Add 125.17% 1.23 M $86.35
Q3 2023 -6,252 Reduce 0.51% 1.22 M $72.88
Q4 2023 -15,755 Reduce 1.29% 1.21 M $86.76
Q1 2024 -31,735 Reduce 2.63% 1.18 M $93.46
Q2 2024 -35,845 Reduce 3.05% 1.14 M $79.28
Q2 2025 -239,096 Reduce 20.98% 900,545 $85.97

Terry Smith's Graco Investment FAQs

Terry Smith first purchased Graco Inc. (GGG) in Q1 2023, acquiring 545,911 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Terry Smith has held Graco Inc. (GGG) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Terry Smith's largest addition to Graco Inc. (GGG) was in Q2 2023, adding 1,229,228 shares worth $106.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Terry Smith's firm, Fundsmith Llp, owns 900,545 shares of Graco Inc. (GGG), valued at approximately $76.51 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Graco Inc. (GGG) represents approximately 0.39% of Terry Smith's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Terry Smith's peak holding in Graco Inc. (GGG) was 1,229,228 shares, as reported at the end of Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.