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

New 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
2025 Q1	–	Sell	-433	Closed	-$225K	–	54
2024 Q4	$225K	Hold	433	–	–	0.07%	48
2024 Q3	$268K	Hold	433	–	–	0.08%	46
2024 Q2	$239K	Hold	433	–	–	0.07%	50
2024 Q1	$251K	Sell	433 -47	-10%	-$26.4K	0.08%	51
2023 Q4	$255K	Buy	480 +47	+11%	+$22.8K	0.08%	48
2023 Q3	$219K	Buy	+433	New	+$231K	0.08%	49
2023 Q1	$249K	Buy	+433	New	+$244K	0.1%	49
2021 Q1	$51K	Hold	113	–	–	0.05%	61
2020 Q4	$52K	Hold	113	–	–	0.03%	65
2020 Q3	$50K	Hold	113	–	–	0.06%	60
2020 Q2	$41K	Hold	113	–	–	0.06%	62
2020 Q1	$32K	Hold	113	–	–	0.06%	60
2019 Q4	$36K	Hold	113	–	–	0.06%	72
2019 Q3	$33K	Hold	113	–	–	0.03%	74
2019 Q2	$33K	Hold	113	–	–	0.06%	73
2019 Q1	$31K	Hold	113	–	–	0.09%	73
2018 Q4	$25K	Hold	113	–	–	0.05%	77
2018 Q3	$27K	Buy	113 +1	+0.9%	+$230	0.04%	86
2018 Q2	$23K	Sell	112 -75	-40%	-$15.9K	0.04%	92
2018 Q1	$39K	Hold	187	–	–	0.1%	74
2017 Q4	$36K	Hold	187	–	–	0.04%	81
2017 Q3	$35K	Hold	187	–	–	0.06%	81
2017 Q2	$29K	Hold	187	–	–	0.05%	90
2017 Q1	$29K	Hold	187	–	–	0.05%	89
2016 Q4	$26K	Buy	+187	New	+$27.6K	0.04%	91

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

New Capital Management's TMO Position: Q1 2025 in Review

New Capital Management sold out of Thermo Fisher Scientific (TMO) in Q1 2025, closing a stake of 433 shares — an estimated $225K sold.

New Capital Management first reported a position in TMO in Q4 2016 and held it in 25 quarters. The position peaked at $268K in Q3 2024. 2,570 funds tracked by Wall St. Rank hold TMO as of Q1 2025.

New Capital Management reported no remaining Thermo Fisher Scientific position as of Q1 2025 after selling out during the quarter.
New Capital Management sold 433 Thermo Fisher Scientific shares in Q1 2025, an estimated $225K.
New Capital Management first reported a position in Thermo Fisher Scientific in Q4 2016 and held it in 25 quarters.
New Capital Management's Thermo Fisher Scientific position peaked at $268K in Q3 2024.
2,570 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2025.

Based on New Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.