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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
Q2 		– Sell
-3,300
Closed -$1.59M – 64
2026
Q1 		$1.59M Buy
+3,300
New +$1.79M 0.62% 29

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Caldwell Investment Management's TMO Position: Q2 2026 in Review

Caldwell Investment Management sold out of Thermo Fisher Scientific (TMO) in Q2 2026, closing a stake of 3,300 shares — an estimated $1.59M sold.

Caldwell Investment Management first reported a position in TMO in Q1 2026 and held it in 1 quarter. The position peaked at $1.59M in Q1 2026. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Caldwell Investment Management reported no remaining Thermo Fisher Scientific position as of Q2 2026 after selling out during the quarter.
  • Caldwell Investment Management sold 3,300 Thermo Fisher Scientific shares in Q2 2026, an estimated $1.59M.
  • Caldwell Investment Management first reported a position in Thermo Fisher Scientific in Q1 2026 and held it in 1 quarter.
  • Caldwell Investment Management's Thermo Fisher Scientific position peaked at $1.59M in Q1 2026.
  • 2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.