Generation Investment Management’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $380M | Sell |
773,600
-337,727
| -30% | -$183M | 3.41% | 11 |
|
|
2025
Q4 | $644M | Sell |
1,111,327
-173,597
| -14% | -$98.2M | 4.47% | 9 |
|
|
2025
Q3 | $623M | Buy |
1,284,924
+295,984
| +30% | +$138M | 4.13% | 11 |
|
|
2025
Q2 | $401M | Sell |
988,940
-201,621
| -17% | -$84.3M | 2.55% | 17 |
|
|
2025
Q1 | $592M | Sell |
1,190,561
-381,173
| -24% | -$206M | 3.58% | 12 |
|
|
2024
Q4 | $818M | Sell |
1,571,734
-15,440
| -1% | -$8.49M | 4.27% | 7 |
|
|
2024
Q3 | $982M | Sell |
1,587,174
-67,545
| -4% | -$40M | 4.59% | 5 |
|
|
2024
Q2 | $915M | Sell |
1,654,719
-718
| -0% | -$411K | 4.4% | 4 |
|
|
2024
Q1 | $962M | Sell |
1,655,437
-125,798
| -7% | -$70.6M | 4.39% | 4 |
|
|
2023
Q4 | $945M | Buy |
1,781,235
+117,222
| +7% | +$56.7M | 4.29% | 5 |
|
|
2023
Q3 | $842M | Buy |
1,664,013
+57,224
| +4% | +$30.5M | 4.43% | 5 |
|
|
2023
Q2 | $838M | Buy |
1,606,789
+123,678
| +8% | +$66.7M | 4.06% | 7 |
|
|
2023
Q1 | $855M | Buy |
1,483,111
+597,253
| +67% | +$337M | 4.55% | 7 |
|
|
2022
Q4 | $488M | Sell |
885,858
-5,703
| -0.6% | -$3.02M | 2.82% | 17 |
|
|
2022
Q3 | $452M | Sell |
891,561
-4,327
| -0.5% | -$2.42M | 2.68% | 16 |
|
|
2022
Q2 | $487M | Buy |
895,888
+16,359
| +2% | +$9M | 2.65% | 18 |
|
|
2022
Q1 | $519M | Sell |
879,529
-324,116
| -27% | -$186M | 2.38% | 19 |
|
|
2021
Q4 | $803M | Sell |
1,203,645
-480,851
| -29% | -$300M | 3.3% | 8 |
|
|
2021
Q3 | $962M | Sell |
1,684,496
-22,031
| -1% | -$12.1M | 4% | 7 |
|
|
2021
Q2 | $861M | Buy |
1,706,527
+688,019
| +68% | +$325M | 3.57% | 11 |
|
|
2021
Q1 | $465M | Sell |
1,018,508
-2,838
| -0.3% | -$1.35M | 1.95% | 25 |
|
|
2020
Q4 | $476M | Sell |
1,021,346
-162,409
| -14% | -$76.1M | 2.12% | 22 |
|
|
2020
Q3 | $523M | Sell |
1,183,755
-460,722
| -28% | -$190M | 2.77% | 17 |
|
|
2020
Q2 | $596M | Sell |
1,644,477
-267,557
| -14% | -$89.7M | 3.44% | 11 |
|
|
2020
Q1 | $542M | Sell |
1,912,034
-158,569
| -8% | -$50M | 3.85% | 7 |
|
|
2019
Q4 | $673M | Sell |
2,070,603
-69,210
| -3% | -$21M | 4.3% | 7 |
|
|
2019
Q3 | $623M | Sell |
2,139,813
-128,318
| -6% | -$36.7M | 4.29% | 9 |
|
|
2019
Q2 | $666M | Sell |
2,268,131
-276,999
| -11% | -$76.3M | 4.59% | 6 |
|
|
2019
Q1 | $697M | Sell |
2,545,130
-473,349
| -16% | -$118M | 5.09% | 6 |
|
|
2018
Q4 | $676M | Sell |
3,018,479
-1,716
| -0.1% | -$403K | 5.67% | 6 |
|
|
2018
Q3 | $737M | Buy |
3,020,195
+45,150
| +2% | +$10.4M | 5.88% | 5 |
|
|
2018
Q2 | $616M | Buy |
2,975,045
+79,554
| +3% | +$16.9M | 5.44% | 5 |
|
|
2018
Q1 | $598M | Buy |
2,895,491
+38,585
| +1% | +$8.1M | 5.83% | 3 |
|
|
2017
Q4 | $542M | Sell |
2,856,906
-53,973
| -2% | -$10.3M | 5.26% | 6 |
|
|
2017
Q3 | $551M | Sell |
2,910,879
-17,639
| -0.6% | -$3.19M | 5.29% | 4 |
|
|
2017
Q2 | $511M | Buy |
2,928,518
+460,823
| +19% | +$77.4M | 5.2% | 5 |
|
|
2017
Q1 | $379M | Sell |
2,467,695
-13,774
| -0.6% | -$2.11M | 4.15% | 7 |
|
|
2016
Q4 | $350M | Buy |
2,481,469
+1,667,522
| +205% | +$246M | 4.01% | 7 |
|
|
2016
Q3 | $129M | Buy |
+813,947
| New | +$125M | 1.4% | 24 |
|
Other funds holding TMO
VCM
Generation Investment Management's TMO Position: Q1 2026 in Review
Generation Investment Management reduced its Thermo Fisher Scientific (TMO) stake by 30% in Q1 2026, selling an estimated $183M and leaving 773,600 shares worth $380M. The position accounts for 3.41% of the portfolio, ranked #11.
Generation Investment Management first reported a position in TMO in Q3 2016 and has held it in 39 quarters since. The position peaked at $982M in Q3 2024. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.
- Generation Investment Management held 773,600 shares of Thermo Fisher Scientific worth $380M as of Q1 2026.
- Generation Investment Management sold 337,727 Thermo Fisher Scientific shares in Q1 2026, an estimated $183M.
- Thermo Fisher Scientific made up 3.41% of Generation Investment Management's portfolio in Q1 2026, its #11 holding.
- Generation Investment Management first reported a position in Thermo Fisher Scientific in Q3 2016 and has held it in 39 quarters since.
- Generation Investment Management's Thermo Fisher Scientific position peaked at $982M in Q3 2024.
- 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.
Based on Generation Investment Management's 13F filing for Q1 2026, filed 14 May 2026.