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

Mengis 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	$2.55M	Buy	5,085 +4,055	+394%	+$1.95M	0.39%	66
2026 Q1	$506K	Sell	1,030 -3	-0.3%	-$1.63K	0.09%	159
2025 Q4	$599K	Buy	1,033 +13	+1%	+$7.35K	0.11%	146
2025 Q3	$495K	Buy	1,020 +50	+5%	+$23.3K	0.1%	150
2025 Q2	$393K	Buy	+970	New	+$406K	0.08%	157
2022 Q1	–	Sell	-305	Closed	-$203K	–	187
2021 Q4	$203K	Buy	+305	New	+$190K	0.04%	180

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

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

Mengis Capital Management increased its Thermo Fisher Scientific (TMO) stake by 394% in Q2 2026, buying an estimated $1.95M and bringing the position to 5,085 shares worth $2.55M. The position accounts for 0.39% of the portfolio, ranked #66.

Mengis Capital Management first reported a position in TMO in Q4 2021 and has held it in 6 quarters since. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Mengis Capital Management held 5,085 shares of Thermo Fisher Scientific worth $2.55M as of Q2 2026.
Mengis Capital Management bought 4,055 Thermo Fisher Scientific shares in Q2 2026, an estimated $1.95M.
Thermo Fisher Scientific made up 0.39% of Mengis Capital Management's portfolio in Q2 2026, its #66 holding.
Mengis Capital Management first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 6 quarters since.
2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Mengis Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.