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Two Point Capital Management’s Thermo Fisher Scientific TMO Stock Holding History

Two Point 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
Q1 		$4.94M Sell
10,059
-180
-2% -$97.7K 2.16% 21
2025
Q4 		$5.93M Buy
10,239
+125
+1% +$70.7K 2.4% 18
2025
Q3 		$4.91M Sell
10,114
-104
-1% -$48.4K 1.97% 20
2025
Q2 		$4.14M Buy
+10,218
New +$4.27M 1.76% 22
2024
Q4 		$6.82M Sell
11,895
-102
-0.9% -$56.1K 2.44% 20
2024
Q3 		$7.42M Sell
11,997
-5
-0% -$2.96K 2.71% 20
2024
Q2 		$6.64M Buy
12,002
+16
+0.1% +$9.17K 2.67% 21
2024
Q1 		$6.97M Buy
11,986
+105
+0.9% +$58.9K 2.87% 19
2023
Q4 		$6.31M Buy
11,881
+90
+0.8% +$43.6K 2.88% 19
2023
Q3 		$5.97M Buy
11,791
+201
+2% +$107K 3.29% 16
2023
Q2 		$6.05M Buy
11,590
+79
+0.7% +$42.6K 3.15% 16
2023
Q1 		$6.63M Sell
11,511
-10
-0.1% -$5.64K 3.91% 14
2022
Q4 		$6.34M Buy
+11,521
New +$6.1M 4.09% 12

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Two Point Capital Management's TMO Position: Q1 2026 in Review

Two Point Capital Management reduced its Thermo Fisher Scientific (TMO) stake by 1.8% in Q1 2026, selling an estimated $97.7K and leaving 10,059 shares worth $4.94M. The position accounts for 2.16% of the portfolio, ranked #21.

Two Point Capital Management first reported a position in TMO in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.42M in Q3 2024. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Two Point Capital Management held 10,059 shares of Thermo Fisher Scientific worth $4.94M as of Q1 2026.
  • Two Point Capital Management sold 180 Thermo Fisher Scientific shares in Q1 2026, an estimated $97.7K.
  • Thermo Fisher Scientific made up 2.16% of Two Point Capital Management's portfolio in Q1 2026, its #21 holding.
  • Two Point Capital Management first reported a position in Thermo Fisher Scientific in Q4 2022 and has held it in 13 quarters since.
  • Two Point Capital Management's Thermo Fisher Scientific position peaked at $7.42M in Q3 2024.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Two Point Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.