Applied Finance Capital Management’s Thermo Fisher Scientific TMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.5M	Sell	23,356 -1,027	-4%	-$557K	0.86%	48
2025 Q4	$14.1M	Sell	24,383 -5,104	-17%	-$2.89M	1.01%	43
2025 Q3	$14.3M	Sell	29,487 -1,441	-5%	-$671K	1.02%	39
2025 Q2	$12.5M	Buy	30,928 +2,708	+10%	+$1.13M	0.86%	46
2025 Q1	$14M	Sell	28,220 -22,549	-44%	-$12.2M	1.03%	40
2024 Q4	$26.4M	Sell	50,769 -1,744	-3%	-$959K	1.15%	40
2024 Q3	$32.5M	Buy	52,513 +665	+1%	+$394K	1.39%	31
2024 Q2	$28.7M	Buy	51,848 +16,165	+45%	+$9.26M	1.33%	38
2024 Q1	$20.7M	Buy	35,683 +4,117	+13%	+$2.31M	1.46%	41
2023 Q4	$16.8M	Buy	31,566 +3,297	+12%	+$1.6M	1.46%	40
2023 Q3	$14.3M	Buy	28,269 +2,196	+8%	+$1.17M	1.56%	39
2023 Q2	$13.6M	Buy	26,073 +887	+4%	+$479K	1.54%	37
2023 Q1	$14.5M	Buy	25,186 +304	+1%	+$171K	1.81%	27
2022 Q4	$13.7M	Buy	+24,882	New	+$13.2M	1.79%	28