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Excalibur Management’s Thermo Fisher Scientific TMO Stock Holding History

Excalibur 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 		$326K Hold
651
– – 0.11% 134
2026
Q1 		$320K Sell
651
-35
-5% -$19K 0.11% 129
2025
Q4 		$398K Sell
686
-50
-7% -$28.3K 0.14% 116
2025
Q3 		$357K Sell
736
-63
-8% -$29.3K 0.13% 124
2025
Q2 		$324K Hold
799
– – 0.12% 129
2025
Q1 		$398K Hold
799
– – 0.16% 116
2024
Q4 		$416K Sell
799
-35
-4% -$19.2K 0.17% 109
2024
Q3 		$516K Sell
834
-12
-1% -$7.1K 0.2% 98
2024
Q2 		$468K Sell
846
-10
-1% -$5.73K 0.19% 103
2024
Q1 		$498K Buy
856
+8
+0.9% +$4.49K 0.21% 99
2023
Q4 		$450K Sell
848
-68
-7% -$32.9K 0.21% 98
2023
Q3 		$464K Buy
916
+10
+1% +$5.33K 0.24% 94
2023
Q2 		$473K Hold
906
– – 0.24% 91
2023
Q1 		$522K Sell
906
-10
-1% -$5.64K 0.27% 88
2022
Q4 		$504K Sell
916
-10
-1% -$5.3K 0.26% 87
2022
Q3 		$470K Hold
926
– – 0.26% 86
2022
Q2 		$503K Hold
926
– – 0.26% 90
2022
Q1 		$547K Sell
926
-3
-0.3% -$1.72K 0.24% 92
2021
Q4 		$620K Sell
929
-114
-11% -$71.2K 0.25% 91
2021
Q3 		$596K Hold
1,043
– – 0.26% 87
2021
Q2 		$526K Sell
1,043
-5
-0.5% -$2.36K 0.24% 91
2021
Q1 		$478K Hold
1,048
– – 0.24% 89
2020
Q4 		$488K Hold
1,048
– – 0.26% 80
2020
Q3 		$463K Hold
1,048
– – 0.28% 73
2020
Q2 		$380K Sell
1,048
-3
-0.3% -$1.01K 0.25% 75
2020
Q1 		$298K Buy
1,051
+6
+0.6% +$1.89K 0.23% 77
2019
Q4 		$339K Buy
+1,045
New +$317K 0.22% 78

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

Excalibur Management's TMO Position: Q2 2026 in Review

Excalibur Management held its Thermo Fisher Scientific (TMO) position steady in Q2 2026 at 651 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #134.

Excalibur Management first reported a position in TMO in Q4 2019 and has held it in 27 quarters since. The position peaked at $620K in Q4 2021. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Excalibur Management held 651 shares of Thermo Fisher Scientific worth $326K as of Q2 2026.
  • Excalibur Management left its Thermo Fisher Scientific share count unchanged in Q2 2026.
  • Thermo Fisher Scientific made up 0.11% of Excalibur Management's portfolio in Q2 2026, its #134 holding.
  • Excalibur Management first reported a position in Thermo Fisher Scientific in Q4 2019 and has held it in 27 quarters since.
  • Excalibur Management's Thermo Fisher Scientific position peaked at $620K in Q4 2021.
  • 2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.