J. Stern & Co’s Thermo Fisher Scientific TMO Stock Holding History

J. Stern & Co’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	$27M	Sell	54,849 -31,454,483	-100%	-$17.1B	2.61%	18
2025 Q4	$31.5B	Buy	31,509,332 +31,455,105	+58,006%	+$17.8B	2.69%	18
2025 Q3	$26.3M	Sell	54,227 -8,926	-14%	-$4.15M	1.99%	17
2025 Q2	$25.1M	Buy	63,153 +1,600	+3%	+$669K	2.14%	19
2025 Q1	$30.6M	Buy	61,553 +4,015	+7%	+$2.17M	2.94%	18
2024 Q4	$29.9M	Buy	57,538 +3,198	+6%	+$1.76M	2.82%	19
2024 Q3	$33.6M	Buy	54,340 +1,415	+3%	+$838K	3.58%	16
2024 Q2	$29.3M	Buy	52,925 +739	+1%	+$423K	3.48%	17
2024 Q1	$30.3M	Buy	52,186 +12,267	+31%	+$6.88M	3.84%	16
2023 Q4	$21.5M	Buy	+39,919	New	+$19.3M	3.92%	13

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

J. Stern & Co's TMO Position: Q1 2026 in Review

J. Stern & Co reduced its Thermo Fisher Scientific (TMO) stake by 100% in Q1 2026, selling an estimated $17.1B and leaving 54,849 shares worth $27M. The position accounts for 2.61% of the portfolio, ranked #18.

J. Stern & Co first reported a position in TMO in Q4 2023 and has held it in 10 quarters since. The position peaked at $31.5B in Q4 2025. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

J. Stern & Co held 54,849 shares of Thermo Fisher Scientific worth $27M as of Q1 2026.
J. Stern & Co sold 31,454,483 Thermo Fisher Scientific shares in Q1 2026, an estimated $17.1B.
Thermo Fisher Scientific made up 2.61% of J. Stern & Co's portfolio in Q1 2026, its #18 holding.
J. Stern & Co first reported a position in Thermo Fisher Scientific in Q4 2023 and has held it in 10 quarters since.
J. Stern & Co's Thermo Fisher Scientific position peaked at $31.5B in Q4 2025.
2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on J. Stern & Co's 13F filing for Q1 2026, filed 15 May 2026.