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Bristol Gate Capital Partners’s Thermo Fisher Scientific TMO Stock Holding History

Bristol Gate Capital Partners’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 		$63.4M Sell
129,062
-8,946
-6% -$4.85M 4.09% 16
2025
Q4 		$80M Sell
138,008
-30,007
-18% -$17M 4.61% 11
2025
Q3 		$81.5M Sell
168,015
-5,483
-3% -$2.55M 4.81% 8
2025
Q2 		$70.3M Buy
173,498
+11,183
+7% +$4.68M 4% 19
2025
Q1 		$80.8M Buy
162,315
+2,011
+1% +$1.09M 3.94% 18
2024
Q4 		$83.4M Sell
160,304
-3,745
-2% -$2.06M 4.06% 18
2024
Q3 		$101M Sell
164,049
-685
-0.4% -$405K 4.65% 11
2024
Q2 		$91.1M Sell
164,734
-8,665
-5% -$4.96M 4.51% 11
2024
Q1 		$101M Buy
173,399
+17
+0% +$9.54K 4.73% 5
2023
Q4 		$92M Buy
173,382
+23,301
+16% +$11.3M 4.59% 11
2023
Q3 		$76M Sell
150,081
-4,404
-3% -$2.35M 4.23% 18
2023
Q2 		$80.6M Sell
154,485
-2,586
-2% -$1.4M 4.24% 16
2023
Q1 		$90.5M Sell
157,071
-2,182
-1% -$1.23M 4.9% 6
2022
Q4 		$87.7M Sell
159,253
-3,636
-2% -$1.93M 5.01% 4
2022
Q3 		$82.6M Sell
162,889
-4,474
-3% -$2.5M 5.08% 4
2022
Q2 		$90.9M Sell
167,363
-2,660
-2% -$1.46M 5.14% 5
2022
Q1 		$100M Sell
170,023
-6,829
-4% -$3.92M 4.92% 5
2021
Q4 		$118M Buy
176,852
+1,072
+0.6% +$669K 5.31% 2
2021
Q3 		$100M Buy
175,780
+4,656
+3% +$2.56M 5.16% 3
2021
Q2 		$86.3M Buy
171,124
+23,451
+16% +$11.1M 4.52% 11
2021
Q1 		$67.4M Buy
+147,673
New +$70.5M 4.02% 21

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bristol Gate Capital Partners's TMO Position: Q1 2026 in Review

Bristol Gate Capital Partners reduced its Thermo Fisher Scientific (TMO) stake by 6.5% in Q1 2026, selling an estimated $4.85M and leaving 129,062 shares worth $63.4M. The position accounts for 4.09% of the portfolio, ranked #16.

Bristol Gate Capital Partners first reported a position in TMO in Q1 2021 and has held it in 21 quarters since. The position peaked at $118M in Q4 2021. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Bristol Gate Capital Partners held 129,062 shares of Thermo Fisher Scientific worth $63.4M as of Q1 2026.
  • Bristol Gate Capital Partners sold 8,946 Thermo Fisher Scientific shares in Q1 2026, an estimated $4.85M.
  • Thermo Fisher Scientific made up 4.09% of Bristol Gate Capital Partners's portfolio in Q1 2026, its #16 holding.
  • Bristol Gate Capital Partners first reported a position in Thermo Fisher Scientific in Q1 2021 and has held it in 21 quarters since.
  • Bristol Gate Capital Partners's Thermo Fisher Scientific position peaked at $118M in Q4 2021.
  • 2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Bristol Gate Capital Partners's 13F filing for Q1 2026, filed 12 May 2026.