London & Capital Asset Management’s Thermo Fisher Scientific TMO Stock Holding History

London & Capital 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	$408M	Buy	814,886 +21,414	+3%	+$10.3M	3.74%	11
2026 Q1	$390M	Buy	793,472 +7,256	+0.9%	+$3.94M	4.25%	10
2025 Q4	$456M	Buy	786,216 +665,229	+550%	+$376M	4.71%	5
2025 Q3	$58.7M	Sell	120,987 -5,171	-4%	-$2.41M	4.19%	6
2025 Q2	$51.1M	Buy	126,158 +16,506	+15%	+$6.9M	3.88%	7
2025 Q1	$54.6M	Buy	109,652 +41,131	+60%	+$22.3M	4.68%	5
2024 Q4	$35.6M	Buy	68,521 +7,731	+13%	+$4.25M	3.04%	5
2024 Q3	$37.6M	Buy	60,790 +2,196	+4%	+$1.3M	2.98%	12
2024 Q2	$32.4M	Sell	58,594 -11,507	-16%	-$6.59M	2.74%	14
2024 Q1	$40.7M	Buy	70,101 +393	+0.6%	+$221K	3.11%	14
2023 Q4	$37M	Buy	69,708 +4,506	+7%	+$2.18M	3.1%	14
2023 Q3	$33M	Buy	+65,202	New	+$34.7M	3.01%	16

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 $3.38T AUM 44.17% 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

London & Capital Asset Management's TMO Position: Q2 2026 in Review

London & Capital Asset Management increased its Thermo Fisher Scientific (TMO) stake by 2.7% in Q2 2026, buying an estimated $10.3M and bringing the position to 814,886 shares worth $408M. The position accounts for 3.74% of the portfolio, ranked #11.

London & Capital Asset Management first reported a position in TMO in Q3 2023 and has held it in 12 quarters since. The position peaked at $456M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

London & Capital Asset Management held 814,886 shares of Thermo Fisher Scientific worth $408M as of Q2 2026.
London & Capital Asset Management bought 21,414 Thermo Fisher Scientific shares in Q2 2026, an estimated $10.3M.
Thermo Fisher Scientific made up 3.74% of London & Capital Asset Management's portfolio in Q2 2026, its #11 holding.
London & Capital Asset Management first reported a position in Thermo Fisher Scientific in Q3 2023 and has held it in 12 quarters since.
London & Capital Asset Management's Thermo Fisher Scientific position peaked at $456M in Q4 2025.
2,630 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.