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

L.J. Altfest & 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 Q2	$3.57M	Buy	7,126 +2,832	+66%	+$1.36M	0.35%	51
2026 Q1	$2.11M	Sell	4,294 -4,395	-51%	-$2.39M	0.23%	81
2025 Q4	$5.03M	Buy	8,689 +2,806	+48%	+$1.59M	0.55%	39
2025 Q3	$2.85M	Buy	+5,883	New	+$2.74M	0.32%	60
2025 Q1	–	Sell	-1,541	Closed	-$802K	–	362
2024 Q4	$802K	Buy	+1,541	New	+$847K	0.1%	138
2024 Q3	–	Sell	-1,297	Closed	-$717K	–	369
2024 Q2	$717K	Buy	1,297 +47	+4%	+$26.9K	0.1%	145
2024 Q1	$726K	Sell	1,250 -323	-21%	-$181K	0.1%	144
2023 Q4	$835K	Buy	1,573 +847	+117%	+$410K	0.12%	128
2023 Q3	$367K	Buy	+726	New	+$387K	0.06%	211
2022 Q3	–	Sell	-441	Closed	-$240K	–	282
2022 Q2	$240K	Buy	+441	New	+$243K	0.04%	224
2021 Q2	–	Sell	-982	Closed	-$448K	–	300
2021 Q1	$448K	Buy	+982	New	+$469K	0.11%	154

Other funds holding TMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

L.J. Altfest & Co's TMO Position: Q2 2026 in Review

L.J. Altfest & Co increased its Thermo Fisher Scientific (TMO) stake by 66% in Q2 2026, buying an estimated $1.36M and bringing the position to 7,126 shares worth $3.57M. The position accounts for 0.35% of the portfolio, ranked #51.

L.J. Altfest & Co first reported a position in TMO in Q1 2021 and has held it in 11 quarters since. The position peaked at $5.03M in Q4 2025. 2,623 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

L.J. Altfest & Co held 7,126 shares of Thermo Fisher Scientific worth $3.57M as of Q2 2026.
L.J. Altfest & Co bought 2,832 Thermo Fisher Scientific shares in Q2 2026, an estimated $1.36M.
Thermo Fisher Scientific made up 0.35% of L.J. Altfest & Co's portfolio in Q2 2026, its #51 holding.
L.J. Altfest & Co first reported a position in Thermo Fisher Scientific in Q1 2021 and has held it in 11 quarters since.
L.J. Altfest & Co's Thermo Fisher Scientific position peaked at $5.03M in Q4 2025.
2,623 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.