OrbiMed’s Thermo Fisher Scientific TMO Stock Holding History

OrbiMed’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	$45.5M	Buy	90,700 +44,200	+95%	+$21.2M	0.84%	38
2026 Q1	$22.9M	Hold	46,500	–	–	0.45%	52
2025 Q4	$26.9M	Hold	46,500	–	–	0.55%	52
2025 Q3	$22.6M	Hold	46,500	–	–	0.53%	51
2025 Q2	$18.9M	Sell	46,500 -82,500	-64%	-$34.5M	0.47%	43
2025 Q1	$64.2M	Buy	129,000 +44,600	+53%	+$24.2M	1.53%	20
2024 Q4	$43.9M	Hold	84,400	–	–	0.9%	32
2024 Q3	$52.2M	Sell	84,400 -47,600	-36%	-$28.2M	0.95%	31
2024 Q2	$73M	Hold	132,000	–	–	1.44%	20
2024 Q1	$76.7M	Sell	132,000 -11,800	-8%	-$6.62M	1.41%	24
2023 Q4	$76.3M	Hold	143,800	–	–	1.52%	21
2023 Q3	$72.8M	Sell	143,800 -19,000	-12%	-$10.1M	1.55%	22
2023 Q2	$84.9M	Buy	162,800 +15,000	+10%	+$8.09M	1.54%	21
2023 Q1	$85.2M	Sell	147,800 -54,400	-27%	-$30.7M	1.67%	18
2022 Q4	$111M	Hold	202,200	–	–	2.13%	15
2022 Q3	$103K	Buy	202,200 +88,800	+78%	+$49.7M	1.9%	16
2022 Q2	$61.6K	Sell	113,400 -7,200	-6%	-$3.96M	1.12%	29
2022 Q1	$71.2M	Buy	120,600 +25,900	+27%	+$14.9M	1.16%	29
2021 Q4	$63.2M	Sell	94,700 -15,600	-14%	-$9.74M	0.81%	42
2021 Q3	$63M	Hold	110,300	–	–	0.69%	47
2021 Q2	$55.6M	Hold	110,300	–	–	0.56%	52
2021 Q1	$50.3M	Hold	110,300	–	–	0.47%	59
2020 Q4	$51.4M	Hold	110,300	–	–	0.45%	61
2020 Q3	$48.7M	Hold	110,300	–	–	0.61%	52
2020 Q2	$40M	Hold	110,300	–	–	0.56%	53
2020 Q1	$31.3M	Sell	110,300 -110,200	-50%	-$34.7M	0.53%	50
2019 Q4	$71.6M	Sell	220,500 -131,400	-37%	-$39.8M	1.02%	35
2019 Q3	$102M	Sell	351,900 -110,900	-24%	-$31.8M	1.94%	14
2019 Q2	$136M	Buy	462,800 +15,500	+3%	+$4.27M	2.1%	11
2019 Q1	$122M	Buy	447,300 +9,800	+2%	+$2.44M	1.9%	13
2018 Q4	$97.9M	Sell	437,500 -230,500	-35%	-$54.1M	1.81%	13
2018 Q3	$163M	Buy	668,000 +84,500	+14%	+$19.4M	1.96%	13
2018 Q2	$121M	Buy	583,500 +194,100	+50%	+$41.2M	1.44%	21
2018 Q1	$80.4M	Hold	389,400	–	–	1%	33
2017 Q4	$73.9M	Sell	389,400 -144,800	-27%	-$27.7M	0.94%	36
2017 Q3	$101M	Hold	534,200	–	–	0.97%	33
2017 Q2	$93.2M	Hold	534,200	–	–	0.98%	31
2017 Q1	$82.1M	Sell	534,200 -265,300	-33%	-$40.5M	0.93%	35
2016 Q4	$113M	Sell	799,500 -17,000	-2%	-$2.51M	1.44%	23
2016 Q3	$130M	Sell	816,500 -560,700	-41%	-$86.4M	1.48%	24
2016 Q2	$203M	Sell	1,377,200 -57,800	-4%	-$8.53M	2.12%	12
2016 Q1	$203M	Buy	1,435,000 +55,000	+4%	+$7.37M	2.14%	12
2015 Q4	$196M	Buy	1,380,000 +16,000	+1%	+$2.13M	1.77%	17
2015 Q3	$167M	Sell	1,364,000 -38,000	-3%	-$4.95M	1.68%	19
2015 Q2	$182M	Sell	1,402,000 -409,700	-23%	-$53.4M	1.52%	22
2015 Q1	$243M	Buy	1,811,700 +216,000	+14%	+$27.8M	2.08%	14
2014 Q4	$200M	Sell	1,595,700 -95,700	-6%	-$11.6M	1.91%	19
2014 Q3	$206M	Buy	1,691,400 +155,700	+10%	+$18.9M	2.15%	15
2014 Q2	$181M	Buy	1,535,700 +142,500	+10%	+$16.8M	2.13%	17
2014 Q1	$168M	Sell	1,393,200 -141,000	-9%	-$16.8M	2.06%	16
2013 Q4	$171M	Sell	1,534,200 -11,800	-0.8%	-$1.17M	2.51%	15
2013 Q3	$142M	Sell	1,546,000 -240,000	-13%	-$21.7M	2.54%	11
2013 Q2	$151M	Buy	+1,786,000	New	+$149M	3.2%	6

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

OrbiMed's TMO Position: Q2 2026 in Review

OrbiMed increased its Thermo Fisher Scientific (TMO) stake by 95% in Q2 2026, buying an estimated $21.2M and bringing the position to 90,700 shares worth $45.5M. The position accounts for 0.84% of the portfolio, ranked #38.

OrbiMed first reported a position in TMO in Q2 2013 and has held it in 53 quarters since. The position peaked at $243M in Q1 2015. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

OrbiMed held 90,700 shares of Thermo Fisher Scientific worth $45.5M as of Q2 2026.
OrbiMed bought 44,200 Thermo Fisher Scientific shares in Q2 2026, an estimated $21.2M.
Thermo Fisher Scientific made up 0.84% of OrbiMed's portfolio in Q2 2026, its #38 holding.
OrbiMed first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 53 quarters since.
OrbiMed's Thermo Fisher Scientific position peaked at $243M in Q1 2015.
2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on OrbiMed's 13F filing for Q2 2026, filed 14 Aug 2026.