Codex Capital Asset Management’s Thermo Fisher Scientific TMO Stock Holding History

Codex Capital Asset 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	$6.56M	Hold	13,350	–	–	2.54%	15
2025 Q4	$7.74M	Buy	13,350 +475	+4%	+$269K	2.81%	14
2025 Q3	$6.24M	Hold	12,875	–	–	2.35%	17
2025 Q2	$5.22M	Hold	12,875	–	–	2.09%	19
2025 Q1	$6.41M	Hold	12,875	–	–	3.02%	12
2024 Q4	$6.7M	Hold	12,875	–	–	2.96%	12
2024 Q3	$7.96M	Hold	12,875	–	–	3.53%	9
2024 Q2	$7.12M	Buy	+12,875	New	+$7.38M	3.26%	11

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

Codex Capital Asset Management's TMO Position: Q1 2026 in Review

Codex Capital Asset Management held its Thermo Fisher Scientific (TMO) position steady in Q1 2026 at 13,350 shares worth $6.56M. The position accounts for 2.54% of the portfolio, ranked #15.

Codex Capital Asset Management first reported a position in TMO in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.96M in Q3 2024. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Codex Capital Asset Management held 13,350 shares of Thermo Fisher Scientific worth $6.56M as of Q1 2026.
Codex Capital Asset Management left its Thermo Fisher Scientific share count unchanged in Q1 2026.
Thermo Fisher Scientific made up 2.54% of Codex Capital Asset Management's portfolio in Q1 2026, its #15 holding.
Codex Capital Asset Management first reported a position in Thermo Fisher Scientific in Q2 2024 and has held it in 8 quarters since.
Codex Capital Asset Management's Thermo Fisher Scientific position peaked at $7.96M in Q3 2024.
2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Codex Capital Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.