Act Two Investors’s Thermo Fisher Scientific TMO Stock Holding History

Act Two Investors’s Portfolio TMO Stock Details TMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.3M	Hold	6,710	–	–	0.73%	24
2025 Q4	$3.89M	Hold	6,710	–	–	0.7%	24
2025 Q3	$3.25M	Hold	6,710	–	–	0.58%	26
2025 Q2	$2.72M	Hold	6,710	–	–	0.56%	23
2025 Q1	$3.34M	Hold	6,710	–	–	0.71%	22
2024 Q4	$3.49M	Hold	6,710	–	–	0.68%	25
2024 Q3	$4.15M	Hold	6,710	–	–	0.78%	23
2024 Q2	$3.71M	Hold	6,710	–	–	0.73%	24
2024 Q1	$3.9M	Sell	6,710 -940	-12%	-$527K	0.78%	23
2023 Q4	$4.06M	Sell	7,650 -21,309	-74%	-$10.3M	0.88%	23
2023 Q3	$14.7M	Buy	28,959 +21,309	+279%	+$11.4M	3.92%	11
2023 Q2	$3.99M	Hold	7,650	–	–	1.12%	21
2023 Q1	$4.41M	Hold	7,650	–	–	1.76%	14
2022 Q4	$4.21M	Hold	7,650	–	–	4.35%	9
2022 Q3	$3.88M	Hold	7,650	–	–	3.93%	9
2022 Q2	$4.16M	Hold	7,650	–	–	3.92%	9
2022 Q1	$4.52M	Hold	7,650	–	–	3.58%	9
2021 Q4	$5.1M	Hold	7,650	–	–	4.02%	7
2021 Q3	$4.37M	Hold	7,650	–	–	1.04%	20
2021 Q2	$3.86M	Hold	7,650	–	–	0.75%	22
2021 Q1	$3.49M	Hold	7,650	–	–	0.77%	24
2020 Q4	$3.56M	Hold	7,650	–	–	0.9%	22
2020 Q3	$3.38M	Hold	7,650	–	–	1.09%	20
2020 Q2	$2.77M	Hold	7,650	–	–	1.04%	19
2020 Q1	$2.17M	Hold	7,650	–	–	1%	22
2019 Q4	$2.48M	Hold	7,650	–	–	0.94%	26
2019 Q3	$2.23M	Hold	7,650	–	–	0.98%	26
2019 Q2	$2.25M	Hold	7,650	–	–	1.17%	26
2019 Q1	$2.09M	Hold	7,650	–	–	1.2%	24
2018 Q4	$1.71M	Buy	+7,650	New	+$1.79M	1.2%	24

Other funds holding TMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Act Two Investors's TMO Position: Q1 2026 in Review

Act Two Investors held its Thermo Fisher Scientific (TMO) position steady in Q1 2026 at 6,710 shares worth $3.3M. The position accounts for 0.73% of the portfolio, ranked #24.

Act Two Investors first reported a position in TMO in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.7M in Q3 2023. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Act Two Investors held 6,710 shares of Thermo Fisher Scientific worth $3.3M as of Q1 2026.
Act Two Investors left its Thermo Fisher Scientific share count unchanged in Q1 2026.
Thermo Fisher Scientific made up 0.73% of Act Two Investors's portfolio in Q1 2026, its #24 holding.
Act Two Investors first reported a position in Thermo Fisher Scientific in Q4 2018 and has held it in 30 quarters since.
Act Two Investors's Thermo Fisher Scientific position peaked at $14.7M in Q3 2023.
2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Act Two Investors's 13F filing for Q1 2026, filed 8 May 2026.