Kemnay Advisory Services’s Thermo Fisher Scientific TMO Stock Holding History

Kemnay Advisory Services’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	$18.5M	Sell	37,596 -2,554	-6%	-$1.39M	2.97%	7
2025 Q4	$23.3M	Buy	40,150 +230	+0.6%	+$130K	3.51%	5
2025 Q3	$19.4M	Hold	39,920	–	–	2.94%	6
2025 Q2	$16.2M	Buy	39,920 +6,058	+18%	+$2.53M	2.57%	8
2025 Q1	$16.8M	Buy	33,862 +8,407	+33%	+$4.55M	3.17%	6
2024 Q4	$13.2M	Buy	25,455 +9,352	+58%	+$5.14M	2.38%	4
2024 Q3	$9.96M	Buy	16,103 +8,406	+109%	+$4.98M	1.8%	15
2024 Q2	$4.26M	Buy	+7,697	New	+$4.41M	0.89%	21

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

Kemnay Advisory Services's TMO Position: Q1 2026 in Review

Kemnay Advisory Services reduced its Thermo Fisher Scientific (TMO) stake by 6.4% in Q1 2026, selling an estimated $1.39M and leaving 37,596 shares worth $18.5M. The position accounts for 2.97% of the portfolio, ranked #7.

Kemnay Advisory Services first reported a position in TMO in Q2 2024 and has held it in 8 quarters since. The position peaked at $23.3M in Q4 2025. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Kemnay Advisory Services held 37,596 shares of Thermo Fisher Scientific worth $18.5M as of Q1 2026.
Kemnay Advisory Services sold 2,554 Thermo Fisher Scientific shares in Q1 2026, an estimated $1.39M.
Thermo Fisher Scientific made up 2.97% of Kemnay Advisory Services's portfolio in Q1 2026, its #7 holding.
Kemnay Advisory Services first reported a position in Thermo Fisher Scientific in Q2 2024 and has held it in 8 quarters since.
Kemnay Advisory Services's Thermo Fisher Scientific position peaked at $23.3M in Q4 2025.
2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.