LVM Capital Management’s Thermo Fisher Scientific TMO Stock Holding History

LVM Capital 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	$566K	Hold	1,128	–	–	0.05%	113
2026 Q1	$554K	Hold	1,128	–	–	0.05%	106
2025 Q4	$654K	Sell	1,128 -33	-3%	-$18.7K	0.06%	96
2025 Q3	$563K	Sell	1,161 -3	-0.3%	-$1.4K	0.05%	108
2025 Q2	$472K	Hold	1,164	–	–	0.05%	117
2025 Q1	$579K	Hold	1,164	–	–	0.06%	97
2024 Q4	$606K	Buy	1,164 +3	+0.3%	+$1.65K	0.07%	98
2024 Q3	$642K	Hold	1,161	–	–	0.07%	96
2024 Q2	$642K	Buy	1,161 +100	+9%	+$57.3K	0.07%	96
2024 Q1	$617K	Hold	1,061	–	–	0.07%	97
2023 Q4	$563K	Hold	1,061	–	–	0.07%	98
2023 Q3	$537K	Hold	1,061	–	–	0.08%	91
2023 Q2	$554K	Sell	1,061 -654	-38%	-$353K	0.07%	93
2023 Q1	$988K	Sell	1,715 -50	-3%	-$28.2K	0.14%	68
2022 Q4	$972K	Hold	1,765	–	–	0.14%	69
2022 Q3	$895K	Sell	1,765 -50	-3%	-$28K	0.14%	70
2022 Q2	$986K	Hold	1,815	–	–	0.14%	68
2022 Q1	$1.07M	Hold	1,815	–	–	0.14%	66
2021 Q4	$1.21M	Sell	1,815 -291	-14%	-$182K	0.16%	63
2021 Q3	$1.2M	Sell	2,106 -87	-4%	-$47.8K	0.18%	62
2021 Q2	$1.11M	Hold	2,193	–	–	0.17%	62
2021 Q1	$1M	Hold	2,193	–	–	0.16%	62
2020 Q4	$1.02M	Buy	2,193 +10	+0.5%	+$4.69K	0.17%	60
2020 Q3	$964K	Hold	2,183	–	–	0.19%	52
2020 Q2	$791K	Hold	2,183	–	–	0.16%	54
2020 Q1	$619K	Hold	2,183	–	–	0.15%	56
2019 Q4	$709K	Hold	2,183	–	–	0.14%	58
2019 Q3	$636K	Hold	2,183	–	–	0.14%	61
2019 Q2	$641K	Hold	2,183	–	–	0.15%	58
2019 Q1	$598K	Hold	2,183	–	–	0.14%	60
2018 Q4	$489K	Sell	2,183 -333	-13%	-$78.1K	0.13%	62
2018 Q3	$614K	Hold	2,516	–	–	0.14%	63
2018 Q2	$521K	Hold	2,516	–	–	0.13%	65
2018 Q1	$519K	Hold	2,516	–	–	0.12%	65
2017 Q4	$478K	Hold	2,516	–	–	0.11%	69
2017 Q3	$476K	Hold	2,516	–	–	0.11%	67
2017 Q2	$439K	Sell	2,516 -334	-12%	-$56.1K	0.11%	71
2017 Q1	$438K	Hold	2,850	–	–	0.11%	72
2016 Q4	$402K	Sell	2,850 -40	-1%	-$5.9K	0.11%	73
2016 Q3	$341K	Buy	2,890 +40	+1%	+$6.16K	0.11%	78
2016 Q2	$421K	Hold	2,850	–	–	0.12%	70
2016 Q1	$404K	Hold	2,850	–	–	0.13%	67
2015 Q4	$404K	Hold	2,850	–	–	0.14%	62
2015 Q3	$348K	Hold	2,850	–	–	0.13%	71
2015 Q2	$370K	Hold	2,850	–	–	0.12%	71
2015 Q1	$383K	Hold	2,850	–	–	0.13%	69
2014 Q4	$357K	Hold	2,850	–	–	0.12%	76
2014 Q3	$347K	Sell	2,850 -40	-1%	-$4.86K	0.11%	77
2014 Q2	$341K	Buy	2,890 +40	+1%	+$4.71K	0.11%	78
2014 Q1	$343K	Hold	2,850	–	–	0.12%	80
2013 Q4	$317K	Hold	2,850	–	–	0.11%	86
2013 Q3	$263K	Hold	2,850	–	–	0.1%	90
2013 Q2	$241K	Buy	+2,850	New	+$237K	0.1%	100

Other funds holding TMO

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

LVM Capital Management's TMO Position: Q2 2026 in Review

LVM Capital Management held its Thermo Fisher Scientific (TMO) position steady in Q2 2026 at 1,128 shares worth $566K. The position accounts for 0.05% of the portfolio, ranked #113.

LVM Capital Management first reported a position in TMO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.21M in Q4 2021. 1,172 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

LVM Capital Management held 1,128 shares of Thermo Fisher Scientific worth $566K as of Q2 2026.
LVM Capital Management left its Thermo Fisher Scientific share count unchanged in Q2 2026.
Thermo Fisher Scientific made up 0.05% of LVM Capital Management's portfolio in Q2 2026, its #113 holding.
LVM Capital Management first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 53 quarters since.
LVM Capital Management's Thermo Fisher Scientific position peaked at $1.21M in Q4 2021.
1,172 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.