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

Sunbeam 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	$278K	Sell	554 -52	-9%	-$25K	0.13%	102
2026 Q1	$298K	Buy	606 +28	+5%	+$15.2K	0.17%	85
2025 Q4	$335K	Buy	578 +10	+2%	+$5.66K	0.2%	75
2025 Q3	$276K	Hold	568	–	–	0.17%	84
2025 Q2	$231K	Hold	568	–	–	0.17%	85
2025 Q1	$283K	Buy	568 +1	+0.2%	+$542	0.27%	64
2024 Q4	$295K	Buy	+567	New	+$312K	0.27%	63

Other funds holding TMO

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

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

Sunbeam Capital Management reduced its Thermo Fisher Scientific (TMO) stake by 8.6% in Q2 2026, selling an estimated $25K and leaving 554 shares worth $278K. The position accounts for 0.13% of the portfolio, ranked #102.

Sunbeam Capital Management first reported a position in TMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $335K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Sunbeam Capital Management held 554 shares of Thermo Fisher Scientific worth $278K as of Q2 2026.
Sunbeam Capital Management sold 52 Thermo Fisher Scientific shares in Q2 2026, an estimated $25K.
Thermo Fisher Scientific made up 0.13% of Sunbeam Capital Management's portfolio in Q2 2026, its #102 holding.
Sunbeam Capital Management first reported a position in Thermo Fisher Scientific in Q4 2024 and has held it in 7 quarters since.
Sunbeam Capital Management's Thermo Fisher Scientific position peaked at $335K in Q4 2025.
1,172 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.