Lindsell Train’s Thermo Fisher Scientific TMO Stock Holding History

Lindsell Train’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	$258M	Sell	514,512 -102,699	-17%	-$49.3M	9.81%	4
2026 Q1	$303M	Sell	617,211 -72,292	-10%	-$39.2M	9.67%	5
2025 Q4	$400M	Sell	689,503 -128,026	-16%	-$72.4M	10.13%	4
2025 Q3	$397M	Sell	817,529 -37,083	-4%	-$17.3M	9.73%	5
2025 Q2	$347M	Buy	854,612 +345,822	+68%	+$145M	8.17%	7
2025 Q1	$253M	Buy	508,790 +101,550	+25%	+$55M	7.01%	8
2024 Q4	$212M	Buy	+407,240	New	+$224M	5.3%	9

Other funds holding TMO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Lindsell Train's TMO Position: Q2 2026 in Review

Lindsell Train reduced its Thermo Fisher Scientific (TMO) stake by 17% in Q2 2026, selling an estimated $49.3M and leaving 514,512 shares worth $258M. The position accounts for 9.81% of the portfolio, ranked #4.

Lindsell Train first reported a position in TMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $400M in Q4 2025. 429 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Lindsell Train held 514,512 shares of Thermo Fisher Scientific worth $258M as of Q2 2026.
Lindsell Train sold 102,699 Thermo Fisher Scientific shares in Q2 2026, an estimated $49.3M.
Thermo Fisher Scientific made up 9.81% of Lindsell Train's portfolio in Q2 2026, its #4 holding.
Lindsell Train first reported a position in Thermo Fisher Scientific in Q4 2024 and has held it in 7 quarters since.
Lindsell Train's Thermo Fisher Scientific position peaked at $400M in Q4 2025.
429 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Lindsell Train's 13F filing for Q2 2026, filed 15 Jul 2026.