Caldwell Investment Management’s Thermo Fisher Scientific TMO Stock Holding History

Caldwell Investment Management’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	$1.59M	Buy	+3,300	New	+$1.79M	0.62%	29

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

Caldwell Investment Management's TMO Position: Q1 2026 in Review

Caldwell Investment Management opened a new position in Thermo Fisher Scientific (TMO) in Q1 2026: 3,300 shares worth $1.59M. The stake represents 0.62% of the portfolio and ranks #29 among its holdings.

2,589 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Caldwell Investment Management held 3,300 shares of Thermo Fisher Scientific worth $1.59M as of Q1 2026.
Thermo Fisher Scientific was a new Caldwell Investment Management position in Q1 2026.
Thermo Fisher Scientific made up 0.62% of Caldwell Investment Management's portfolio in Q1 2026, its #29 holding.
2,589 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.