Fundsmith LLP
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Fundsmith LLP’s Cognex CGNX Stock Holding History

Fundsmith LLP’s Portfolio CGNX Stock Details CGNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,906,276
Closed -$77.2M – 40
2024
Q3 		$77.2M Hold
1,906,276
– – 0.31% 33
2024
Q2 		$89.1M Sell
1,906,276
-59,959
-3% -$2.64M 0.36% 27
2024
Q1 		$83.4M Sell
1,966,235
-53,083
-3% -$2.07M 0.33% 32
2023
Q4 		$84.3M Sell
2,019,318
-26,353
-1% -$1.01M 0.35% 30
2023
Q3 		$86.8M Sell
2,045,671
-14,117
-0.7% -$694K 0.39% 29
2023
Q2 		$115M Hold
2,059,788
– – 0.48% 25
2023
Q1 		$102M Hold
2,059,788
– – 0.44% 26
2022
Q4 		$97M Sell
2,059,788
-2,295
-0.1% -$108K 0.44% 25
2022
Q3 		$85.5M Buy
2,062,083
+24,978
+1% +$1.13M 0.41% 29
2022
Q2 		$86.6M Buy
2,037,105
+130,057
+7% +$7.29M 0.38% 28
2022
Q1 		$147M Buy
1,907,048
+94,955
+5% +$6.5M 0.51% 26
2021
Q4 		$141M Buy
1,812,093
+186,106
+11% +$15M 0.34% 30
2021
Q3 		$130M Buy
1,625,987
+5,857
+0.4% +$504K 0.36% 26
2021
Q2 		$136M Buy
1,620,130
+8,879
+0.6% +$718K 0.38% 25
2021
Q1 		$134M Buy
1,611,251
+6,760
+0.4% +$563K 0.43% 22
2020
Q4 		$129M Buy
1,604,491
+1,898
+0.1% +$138K 0.43% 24
2020
Q3 		$104M Hold
1,602,593
– – 0.41% 22
2020
Q2 		$95.7M Buy
1,602,593
+93,594
+6% +$5.08M 0.42% 23
2020
Q1 		$63.7M Buy
1,508,999
+341,182
+29% +$17.1M 0.36% 26
2019
Q4 		$65.4M Hold
1,167,817
– – 0.31% 25
2019
Q3 		$57.4M Hold
1,167,817
– – 0.29% 23
2019
Q2 		$56M Buy
1,167,817
+134,650
+13% +$6.47M 0.29% 24
2019
Q1 		$52.5M Hold
1,033,167
– – 0.3% 24
2018
Q4 		$40M Buy
+1,033,167
New +$44.8M 0.25% 25

Other funds holding CGNX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Fundsmith LLP's CGNX Position: Q4 2024 in Review

Fundsmith LLP sold out of Cognex (CGNX) in Q4 2024, closing a stake of 1,906,276 shares — an estimated $77.2M sold.

Fundsmith LLP first reported a position in CGNX in Q4 2018 and held it in 24 quarters. The position peaked at $147M in Q1 2022. 448 funds tracked by Wall St. Rank hold CGNX as of Q4 2024.

  • Fundsmith LLP reported no remaining Cognex position as of Q4 2024 after selling out during the quarter.
  • Fundsmith LLP sold 1,906,276 Cognex shares in Q4 2024, an estimated $77.2M.
  • Fundsmith LLP first reported a position in Cognex in Q4 2018 and held it in 24 quarters.
  • Fundsmith LLP's Cognex position peaked at $147M in Q1 2022.
  • 448 funds tracked by Wall St. Rank held Cognex as of Q4 2024.

Based on Fundsmith LLP's 13F filing for Q4 2024, filed 14 Feb 2025.