Capstone Investment Advisors
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Capstone Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Capstone Investment Advisors’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 		$2.02M Sell
4,100
-2,700
-40% -$1.47M ﹤0.01% 642
2025
Q4 		$3.94M Sell
6,800
-2,900
-30% -$1.64M 0.01% 421
2025
Q3 		$4.7M Buy
9,700
+1,100
+13% +$512K 0.01% 489
2025
Q2 		$3.49M Sell
8,600
-6,500
-43% -$2.72M 0.01% 478
2025
Q1 		$7.51M Sell
15,100
-15,100
-50% -$8.18M 0.02% 363
2024
Q4 		$15.7M Buy
30,200
+8,600
+40% +$4.73M 0.04% 265
2024
Q3 		$13.4M Buy
21,600
+1,700
+9% +$1.01M 0.04% 249
2024
Q2 		$11M Buy
19,900
+3,300
+20% +$1.89M 0.03% 292
2024
Q1 		$9.65M Sell
16,600
-15,500
-48% -$8.7M 0.03% 283
2023
Q4 		$17M Buy
32,100
+12,900
+67% +$6.24M 0.05% 241
2023
Q3 		$9.72M Buy
19,200
+1,000
+5% +$533K 0.04% 281
2023
Q2 		$9.5M Buy
18,200
+700
+4% +$378K 0.05% 263
2023
Q1 		$10.1M Buy
17,500
+7,800
+80% +$4.4M 0.05% 240
2022
Q4 		$5.34M Buy
9,700
+2,800
+41% +$1.48M 0.04% 364
2022
Q3 		$3.5M Sell
6,900
-2,200
-24% -$1.23M 0.02% 519
2022
Q2 		$4.94M Sell
9,100
-39,200
-81% -$21.6M 0.02% 416
2022
Q1 		$28.5M Sell
48,300
-36,000
-43% -$20.7M 0.08% 191
2021
Q4 		$56.2M Buy
84,300
+9,100
+12% +$5.68M 0.09% 180
2021
Q3 		$43M Buy
75,200
+19,200
+34% +$10.5M 0.09% 207
2021
Q2 		$28.3M Buy
56,000
+2,700
+5% +$1.27M 0.06% 272
2021
Q1 		$24.3M Sell
53,300
-3,300
-6% -$1.58M 0.07% 249
2020
Q4 		$26.4M Buy
56,600
+15,700
+38% +$7.36M 0.09% 187
2020
Q3 		$18.1M Buy
40,900
+8,000
+24% +$3.31M 0.09% 189
2020
Q2 		$11.9M Buy
32,900
+13,200
+67% +$4.42M 0.08% 218
2020
Q1 		$5.59M Sell
19,700
-33,200
-63% -$10.5M 0.09% 250
2019
Q4 		$17.2M Buy
52,900
+7,300
+16% +$2.21M 0.09% 230
2019
Q3 		$13.3M Buy
45,600
+15,000
+49% +$4.3M 0.09% 228
2019
Q2 		$8.99M Buy
30,600
+10,300
+51% +$2.84M 0.07% 317
2019
Q1 		$5.56M Buy
20,300
+16,200
+395% +$4.03M 0.05% 327
2018
Q4 		$918K Buy
4,100
+1,400
+52% +$328K 0.01% 644
2018
Q3 		$659K Buy
2,700
+900
+50% +$207K 0.01% 721
2018
Q2 		$373K Buy
+1,800
New +$382K 0.01% 513

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

Capstone Investment Advisors's TMO Position: Q1 2026 in Review

Capstone Investment Advisors increased its Thermo Fisher Scientific (TMO) stake by 50% in Q1 2026, buying an estimated $404K and bringing the position to 2,235 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Capstone Investment Advisors first reported a position in TMO in Q2 2014 and has held it in 32 quarters since. The position peaked at $15M in Q1 2021. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Capstone Investment Advisors held 2,235 shares of Thermo Fisher Scientific worth $1.1M as of Q1 2026.
  • Capstone Investment Advisors bought 744 Thermo Fisher Scientific shares in Q1 2026, an estimated $404K.
  • Thermo Fisher Scientific made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #837 holding.
  • Capstone Investment Advisors first reported a position in Thermo Fisher Scientific in Q2 2014 and has held it in 32 quarters since.
  • Capstone Investment Advisors's Thermo Fisher Scientific position peaked at $15M in Q1 2021.
  • 2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.