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

Marathon 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	$481K	Sell	960 -92	-9%	-$44.2K	0.1%	117
2026 Q1	$517K	Sell	1,052 -75	-7%	-$40.7K	0.12%	101
2025 Q4	$653K	Hold	1,127	–	–	0.14%	93
2025 Q3	$547K	Hold	1,127	–	–	0.13%	95
2025 Q2	$457K	Hold	1,127	–	–	0.12%	97
2025 Q1	$561K	Sell	1,127 -50	-4%	-$27.1K	0.15%	85
2024 Q4	$612K	Buy	1,177 +2	+0.2%	+$1.1K	0.15%	84
2024 Q3	$727K	Hold	1,175	–	–	0.18%	79
2024 Q2	$650K	Hold	1,175	–	–	0.17%	78
2024 Q1	$683K	Sell	1,175 -25	-2%	-$14K	0.16%	80
2023 Q4	$637K	Hold	1,200	–	–	0.16%	87
2023 Q3	$607K	Hold	1,200	–	–	0.15%	85
2023 Q2	$626K	Hold	1,200	–	–	0.15%	85
2023 Q1	$692K	Hold	1,200	–	–	0.17%	84
2022 Q4	$661K	Hold	1,200	–	–	0.18%	77
2022 Q3	$609K	Hold	1,200	–	–	0.17%	84
2022 Q2	$652K	Buy	+1,200	New	+$661K	0.21%	75
2022 Q1	–	Sell	-1,225	Closed	-$817K	–	162
2021 Q4	$817K	Sell	1,225 -25	-2%	-$15.6K	0.19%	76
2021 Q3	$715K	Hold	1,250	–	–	0.16%	88
2021 Q2	$630K	Hold	1,250	–	–	0.15%	83
2021 Q1	$570K	Hold	1,250	–	–	0.15%	81
2020 Q4	$582K	Sell	1,250 -50	-4%	-$23.4K	0.17%	73
2020 Q3	$573K	Sell	1,300 -76	-6%	-$31.4K	0.21%	69
2020 Q2	$499K	Buy	1,376 +76	+6%	+$25.5K	0.19%	66
2020 Q1	$368K	Sell	1,300 -60	-4%	-$18.9K	0.17%	69
2019 Q4	$441K	Buy	+1,360	New	+$412K	0.15%	80

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

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

Marathon Capital Management reduced its Thermo Fisher Scientific (TMO) stake by 8.7% in Q2 2026, selling an estimated $44.2K and leaving 960 shares worth $481K. The position accounts for 0.1% of the portfolio, ranked #117.

Marathon Capital Management first reported a position in TMO in Q4 2019 and has held it in 26 quarters since. The position peaked at $817K in Q4 2021. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Marathon Capital Management held 960 shares of Thermo Fisher Scientific worth $481K as of Q2 2026.
Marathon Capital Management sold 92 Thermo Fisher Scientific shares in Q2 2026, an estimated $44.2K.
Thermo Fisher Scientific made up 0.1% of Marathon Capital Management's portfolio in Q2 2026, its #117 holding.
Marathon Capital Management first reported a position in Thermo Fisher Scientific in Q4 2019 and has held it in 26 quarters since.
Marathon Capital Management's Thermo Fisher Scientific position peaked at $817K in Q4 2021.
2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.