TPCM
TMO icon

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
Q2 		$5M Sell
9,966
-93
-0.9% -$44.6K 2.01% 19
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Two Point Capital Management's TMO Position: Q2 2026 in Review

Two Point Capital Management reduced its Thermo Fisher Scientific (TMO) stake by 0.92% in Q2 2026, selling an estimated $44.6K and leaving 9,966 shares worth $5M. The position accounts for 2.01% of the portfolio, ranked #19.

Two Point Capital Management first reported a position in TMO in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.42M in Q3 2024. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Two Point Capital Management held 9,966 shares of Thermo Fisher Scientific worth $5M as of Q2 2026.
  • Two Point Capital Management sold 93 Thermo Fisher Scientific shares in Q2 2026, an estimated $44.6K.
  • Thermo Fisher Scientific made up 2.01% of Two Point Capital Management's portfolio in Q2 2026, its #19 holding.
  • Two Point Capital Management first reported a position in Thermo Fisher Scientific in Q4 2022 and has held it in 14 quarters since.
  • Two Point Capital Management's Thermo Fisher Scientific position peaked at $7.42M in Q3 2024.
  • 2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Two Point Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.