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Jacobsen Capital Management’s Thermo Fisher Scientific TMO Stock Holding History

Jacobsen Capital 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 		$780K Sell
1,586
-53
-3% -$28.8K 0.26% 35
2025
Q4 		$950K Sell
1,639
-48
-3% -$27.1K 0.31% 29
2025
Q3 		$818K Buy
1,687
+101
+6% +$47K 0.28% 36
2025
Q2 		$643K Sell
1,586
-41
-3% -$17.1K 0.24% 40
2025
Q1 		$810K Buy
1,627
+15
+0.9% +$8.12K 0.35% 29
2024
Q4 		$839K Buy
1,612
+7
+0.4% +$3.85K 0.36% 28
2024
Q3 		$993K Sell
1,605
-86
-5% -$50.9K 0.42% 23
2024
Q2 		$935K Buy
1,691
+26
+2% +$14.9K 0.42% 23
2024
Q1 		$968K Buy
1,665
+37
+2% +$20.8K 0.45% 21
2023
Q4 		$864K Sell
1,628
-102
-6% -$49.4K 0.44% 21
2023
Q3 		$876K Buy
1,730
+1
+0.1% +$533 0.48% 22
2023
Q2 		$902K Sell
1,729
-480
-22% -$259K 0.47% 21
2023
Q1 		$1.27M Sell
2,209
-1,085
-33% -$612K 0.68% 17
2022
Q4 		$1.81M Sell
3,294
-367
-10% -$194K 0.97% 19
2022
Q3 		$1.86M Sell
3,661
-86
-2% -$48.1K 1.06% 17
2022
Q2 		$2.04M Sell
3,747
-605
-14% -$333K 1.08% 17
2022
Q1 		$2.57M Buy
4,352
+521
+14% +$299K 1.18% 17
2021
Q4 		$2.56M Sell
3,831
-104
-3% -$64.9K 1.21% 13
2021
Q3 		$2.25M Buy
3,935
+65
+2% +$35.7K 1.13% 15
2021
Q2 		$1.95M Buy
3,870
+107
+3% +$50.5K 1% 19
2021
Q1 		$1.72M Sell
3,763
-107
-3% -$51.1K 0.95% 19
2020
Q4 		$1.8M Hold
3,870
– – 1.07% 19
2020
Q3 		$1.71M Sell
3,870
-834
-18% -$345K 1.19% 18
2020
Q2 		$1.7M Buy
+4,704
New +$1.58M 1.3% 16
2019
Q4 		$1.48M Sell
4,568
-20
-0.4% -$6.06K 1.48% 14
2019
Q3 		$1.34M Sell
4,588
-10
-0.2% -$2.86K 1.29% 19
2019
Q2 		$1.35M Buy
+4,598
New +$1.27M 1.35% 17

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jacobsen Capital Management's TMO Position: Q1 2026 in Review

Jacobsen Capital Management reduced its Thermo Fisher Scientific (TMO) stake by 3.2% in Q1 2026, selling an estimated $28.8K and leaving 1,586 shares worth $780K. The position accounts for 0.26% of the portfolio, ranked #35.

Jacobsen Capital Management first reported a position in TMO in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.57M in Q1 2022. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Jacobsen Capital Management held 1,586 shares of Thermo Fisher Scientific worth $780K as of Q1 2026.
  • Jacobsen Capital Management sold 53 Thermo Fisher Scientific shares in Q1 2026, an estimated $28.8K.
  • Thermo Fisher Scientific made up 0.26% of Jacobsen Capital Management's portfolio in Q1 2026, its #35 holding.
  • Jacobsen Capital Management first reported a position in Thermo Fisher Scientific in Q2 2019 and has held it in 27 quarters since.
  • Jacobsen Capital Management's Thermo Fisher Scientific position peaked at $2.57M in Q1 2022.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.