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

Mill 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 		$28.2M Sell
56,154
-24,733
-31% -$11.9M 1.88% 17
2026
Q1 		$39.8M Buy
80,887
+61
+0.1% +$33.1K 3.02% 11
2025
Q4 		$46.8M Buy
80,826
+521
+0.6% +$295K 3.38% 7
2025
Q3 		$38.9M Buy
80,305
+792
+1% +$369K 2.89% 11
2025
Q2 		$32.2M Buy
79,513
+484
+0.6% +$202K 2.53% 13
2025
Q1 		$39.3M Buy
79,029
+251
+0.3% +$136K 3.15% 9
2024
Q4 		$41M Buy
78,778
+74
+0.1% +$40.7K 3.24% 8
2024
Q3 		$48.7M Buy
78,704
+444
+0.6% +$263K 3.81% 6
2024
Q2 		$43.3M Buy
78,260
+1,151
+1% +$659K 3.57% 6
2024
Q1 		$44.8M Buy
77,109
+298
+0.4% +$167K 3.74% 6
2023
Q4 		$40.8M Buy
76,811
+255
+0.3% +$123K 3.64% 6
2023
Q3 		$38.8M Sell
76,556
-41
-0.1% -$21.8K 3.79% 6
2023
Q2 		$40M Sell
76,597
-164
-0.2% -$88.5K 3.76% 6
2023
Q1 		$44.2M Sell
76,761
-9,701
-11% -$5.47M 4.49% 5
2022
Q4 		$47.6M Buy
86,462
+274
+0.3% +$145K 5.23% 4
2022
Q3 		$43.7M Buy
86,188
+368
+0.4% +$206K 5.1% 4
2022
Q2 		$46.6M Sell
85,820
-1,110
-1% -$611K 5.16% 4
2022
Q1 		$51.3M Buy
86,930
+8,975
+12% +$5.16M 4.91% 5
2021
Q4 		$52M Buy
+77,955
New +$48.7M 5.33% 5

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

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

Mill Capital Management reduced its Thermo Fisher Scientific (TMO) stake by 31% in Q2 2026, selling an estimated $11.9M and leaving 56,154 shares worth $28.2M. The position accounts for 1.88% of the portfolio, ranked #17.

Mill Capital Management first reported a position in TMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $52M in Q4 2021. 2,624 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Mill Capital Management held 56,154 shares of Thermo Fisher Scientific worth $28.2M as of Q2 2026.
  • Mill Capital Management sold 24,733 Thermo Fisher Scientific shares in Q2 2026, an estimated $11.9M.
  • Thermo Fisher Scientific made up 1.88% of Mill Capital Management's portfolio in Q2 2026, its #17 holding.
  • Mill Capital Management first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 19 quarters since.
  • Mill Capital Management's Thermo Fisher Scientific position peaked at $52M in Q4 2021.
  • 2,624 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

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