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 Q2	$6.68M	Sell	13,325 -25	-0.2%	-$12K	2.31%	17
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Codex Capital Asset Management's TMO Position: Q2 2026 in Review

Codex Capital Asset Management reduced its Thermo Fisher Scientific (TMO) stake by 0.19% in Q2 2026, selling an estimated $12K and leaving 13,325 shares worth $6.68M. The position accounts for 2.31% of the portfolio, ranked #17.

Codex Capital Asset Management first reported a position in TMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.96M in Q3 2024. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Codex Capital Asset Management held 13,325 shares of Thermo Fisher Scientific worth $6.68M as of Q2 2026.
Codex Capital Asset Management sold 25 Thermo Fisher Scientific shares in Q2 2026, an estimated $12K.
Thermo Fisher Scientific made up 2.31% of Codex Capital Asset Management's portfolio in Q2 2026, its #17 holding.
Codex Capital Asset Management first reported a position in Thermo Fisher Scientific in Q2 2024 and has held it in 9 quarters since.
Codex Capital Asset Management's Thermo Fisher Scientific position peaked at $7.96M in Q3 2024.
2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Codex Capital Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.