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

Lummis 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 		$3.4M Sell
6,367
-3
-0% -$1.44K 2.04% 14
2026
Q1 		$3.1M Sell
6,370
-138
-2% -$74.9K 1.85% 15
2025
Q4 		$3.77M Sell
6,508
-57
-0.9% -$32.2K 2.32% 13
2025
Q3 		$3.18M Sell
6,565
-4
-0.1% -$1.86K 2.09% 16
2025
Q2 		$2.82M Sell
6,569
-114
-2% -$47.7K 1.84% 18
2025
Q1 		$3.13M Buy
6,683
+3,781
+130% +$2.05M 2.17% 13
2024
Q4 		$1.51M Sell
2,902
-989
-25% -$544K 1.91% 18
2024
Q3 		$2.41M Buy
3,891
+861
+28% +$510K 2.81% 9
2024
Q2 		$1.68M Buy
3,030
+37
+1% +$21.2K 2.21% 15
2024
Q1 		$1.74M Sell
2,993
-2,865
-49% -$1.61M 2.33% 15
2023
Q4 		$3.11M Buy
+5,858
New +$2.84M 2.38% 12

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Lummis Asset Management reduced its Thermo Fisher Scientific (TMO) stake by 0.05% in Q2 2026, selling an estimated $1.44K and leaving 6,367 shares worth $3.4M. The position accounts for 2.04% of the portfolio, ranked #14.

Lummis Asset Management first reported a position in TMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.77M in Q4 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Lummis Asset Management held 6,367 shares of Thermo Fisher Scientific worth $3.4M as of Q2 2026.
  • Lummis Asset Management sold 3 Thermo Fisher Scientific shares in Q2 2026, an estimated $1.44K.
  • Thermo Fisher Scientific made up 2.04% of Lummis Asset Management's portfolio in Q2 2026, its #14 holding.
  • Lummis Asset Management first reported a position in Thermo Fisher Scientific in Q4 2023 and has held it in 11 quarters since.
  • Lummis Asset Management's Thermo Fisher Scientific position peaked at $3.77M in Q4 2025.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.