LECAP Asset Management’s Thermo Fisher Scientific TMO Stock Holding History

LECAP Asset 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 Q2	$1.61M	Buy	3,217 +1,151	+56%	+$553K	0.69%	36
2026 Q1	$1.02M	Buy	+2,066	New	+$1.12M	0.38%	111
2025 Q2	–	Sell	-3,091	Closed	-$1.54M	–	391
2025 Q1	$1.54M	Sell	3,091 -1,317	-30%	-$713K	0.36%	125
2024 Q4	$2.29M	Sell	4,408 -358	-8%	-$197K	0.62%	41
2024 Q3	$2.95M	Sell	4,766 -3,347	-41%	-$1.98M	0.64%	44
2024 Q2	$4.49M	Buy	+8,113	New	+$4.65M	0.97%	6

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

LECAP Asset Management's TMO Position: Q2 2026 in Review

LECAP Asset Management increased its Thermo Fisher Scientific (TMO) stake by 56% in Q2 2026, buying an estimated $553K and bringing the position to 3,217 shares worth $1.61M. The position accounts for 0.69% of the portfolio, ranked #36.

LECAP Asset Management first reported a position in TMO in Q2 2024 and has held it in 6 quarters since. The position peaked at $4.49M in Q2 2024. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

LECAP Asset Management held 3,217 shares of Thermo Fisher Scientific worth $1.61M as of Q2 2026.
LECAP Asset Management bought 1,151 Thermo Fisher Scientific shares in Q2 2026, an estimated $553K.
Thermo Fisher Scientific made up 0.69% of LECAP Asset Management's portfolio in Q2 2026, its #36 holding.
LECAP Asset Management first reported a position in Thermo Fisher Scientific in Q2 2024 and has held it in 6 quarters since.
LECAP Asset Management's Thermo Fisher Scientific position peaked at $4.49M in Q2 2024.
2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.