Needham Investment Management’s Thermo Fisher Scientific TMO Stock Holding History

Needham Investment 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 Q1	$12.4M	Hold	25,250	–	–	0.63%	51
2025 Q4	$14.6M	Sell	25,250 -1,000	-4%	-$566K	0.92%	37
2025 Q3	$12.7M	Sell	26,250 -250	-0.9%	-$116K	0.89%	38
2025 Q2	$10.7M	Hold	26,500	–	–	0.86%	39
2025 Q1	$13.2M	Sell	26,500 -2,750	-9%	-$1.49M	1.24%	28
2024 Q4	$15.2M	Hold	29,250	–	–	1.17%	29
2024 Q3	$18.1M	Hold	29,250	–	–	1.39%	24
2024 Q2	$16.2M	Hold	29,250	–	–	1.33%	21
2024 Q1	$17M	Hold	29,250	–	–	1.58%	16
2023 Q4	$15.5M	Hold	29,250	–	–	1.96%	11
2023 Q3	$14.8M	Hold	29,250	–	–	2.52%	8
2023 Q2	$15.3M	Sell	29,250 -750	-3%	-$405K	2.51%	11
2023 Q1	$17.3M	Sell	30,000 -4,000	-12%	-$2.25M	2.98%	7
2022 Q4	$18.7M	Hold	34,000	–	–	3.39%	5
2022 Q3	$17.2M	Sell	34,000 -500	-1%	-$280K	3.38%	5
2022 Q2	$18.7M	Sell	34,500 -3,500	-9%	-$1.93M	3.5%	3
2022 Q1	$22.4M	Hold	38,000	–	–	3.25%	5
2021 Q4	$25.4M	Hold	38,000	–	–	3.18%	7
2021 Q3	$21.7M	Sell	38,000 -3,500	-8%	-$1.92M	2.9%	7
2021 Q2	$20.9M	Hold	41,500	–	–	3.06%	6
2021 Q1	$18.9M	Hold	41,500	–	–	2.59%	8
2020 Q4	$19.3M	Sell	41,500 -1,750	-4%	-$821K	3.24%	5
2020 Q3	$19.1M	Sell	43,250 -3,750	-8%	-$1.55M	3.81%	2
2020 Q2	$17M	Sell	47,000 -8,000	-15%	-$2.68M	3.64%	5
2020 Q1	$15.6M	Hold	55,000	–	–	4.41%	2
2019 Q4	$17.9M	Hold	55,000	–	–	4.87%	3
2019 Q3	$16M	Hold	55,000	–	–	5.14%	3
2019 Q2	$16.2M	Sell	55,000 -6,500	-11%	-$1.79M	5.33%	3
2019 Q1	$16.8M	Sell	61,500 -6,350	-9%	-$1.58M	5.72%	1
2018 Q4	$15.2M	Sell	67,850 -6,650	-9%	-$1.56M	5.7%	1
2018 Q3	$18.2M	Sell	74,500 -10,000	-12%	-$2.3M	5.48%	1
2018 Q2	$17.5M	Sell	84,500 -500	-0.6%	-$106K	4.91%	1
2018 Q1	$17.6M	Sell	85,000 -2,500	-3%	-$525K	5.02%	2
2017 Q4	$16.6M	Sell	87,500 -5,000	-5%	-$958K	4.42%	3
2017 Q3	$17.5M	Sell	92,500 -2,000	-2%	-$362K	4.43%	2
2017 Q2	$16.5M	Sell	94,500 -13,500	-13%	-$2.27M	4.39%	3
2017 Q1	$16.6M	Sell	108,000 -32,500	-23%	-$4.97M	4.27%	3
2016 Q4	$19.8M	Sell	140,500 -5,000	-3%	-$737K	5.07%	2
2016 Q3	$23.1M	Sell	145,500 -5,000	-3%	-$770K	6.11%	2
2016 Q2	$22.2M	Sell	150,500 -14,500	-9%	-$2.14M	6.14%	2
2016 Q1	$23.4M	Hold	165,000	–	–	6.09%	1
2015 Q4	$23.4M	Hold	165,000	–	–	5.82%	2
2015 Q3	$20.2M	Hold	165,000	–	–	5.05%	2
2015 Q2	$21.4M	Hold	165,000	–	–	4.64%	3
2015 Q1	$22.2M	Sell	165,000 -2,500	-1%	-$322K	4.72%	2
2014 Q4	$21M	Buy	167,500 +2,500	+2%	+$304K	4.42%	5
2014 Q3	$20.1M	Sell	165,000 -35,000	-18%	-$4.26M	4.44%	4
2014 Q2	$23.6M	Sell	200,000 -14,000	-7%	-$1.65M	4.92%	2
2014 Q1	$25.7M	Hold	214,000	–	–	5.44%	2
2013 Q4	$23.8M	Hold	214,000	–	–	4.93%	2
2013 Q3	$19.7M	Hold	214,000	–	–	4.41%	2
2013 Q2	$18.1M	Buy	+214,000	New	+$17.8M	4.23%	3

Other funds holding TMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Needham Investment Management's TMO Position: Q1 2026 in Review

Needham Investment Management held its Thermo Fisher Scientific (TMO) position steady in Q1 2026 at 25,250 shares worth $12.4M. The position accounts for 0.63% of the portfolio, ranked #51.

Needham Investment Management first reported a position in TMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.7M in Q1 2014. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Needham Investment Management held 25,250 shares of Thermo Fisher Scientific worth $12.4M as of Q1 2026.
Needham Investment Management left its Thermo Fisher Scientific share count unchanged in Q1 2026.
Thermo Fisher Scientific made up 0.63% of Needham Investment Management's portfolio in Q1 2026, its #51 holding.
Needham Investment Management first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 52 quarters since.
Needham Investment Management's Thermo Fisher Scientific position peaked at $25.7M in Q1 2014.
2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.