Van Den Berg Management I’s Thermo Fisher Scientific TMO Stock Holding History

Van Den Berg Management I’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	$6.95M	Buy	14,146 +249	+2%	+$135K	1.59%	24
2025 Q4	$8.05M	Sell	13,897 -398	-3%	-$225K	1.85%	23
2025 Q3	$6.93M	Buy	14,295 +85	+0.6%	+$39.6K	1.74%	26
2025 Q2	$5.76M	Buy	14,210 +5,647	+66%	+$2.36M	1.64%	25
2025 Q1	$4.26M	Sell	8,563 -25	-0.3%	-$13.5K	1.3%	31
2024 Q4	$4.47M	Buy	8,588 +4,907	+133%	+$2.7M	1.29%	30
2024 Q3	$2.28M	Buy	3,681 +147	+4%	+$87K	0.66%	40
2024 Q2	$1.95M	Sell	3,534 -31	-0.9%	-$17.8K	0.58%	41
2024 Q1	$2.07M	Sell	3,565 -29	-0.8%	-$16.3K	0.61%	40
2023 Q4	$1.91M	Buy	+3,594	New	+$1.74M	0.63%	38

Other funds holding TMO

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Van Den Berg Management I's TMO Position: Q1 2026 in Review

Van Den Berg Management I increased its Thermo Fisher Scientific (TMO) stake by 1.8% in Q1 2026, buying an estimated $135K and bringing the position to 14,146 shares worth $6.95M. The position accounts for 1.59% of the portfolio, ranked #24.

Van Den Berg Management I first reported a position in TMO in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.05M in Q4 2025. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Van Den Berg Management I held 14,146 shares of Thermo Fisher Scientific worth $6.95M as of Q1 2026.
Van Den Berg Management I bought 249 Thermo Fisher Scientific shares in Q1 2026, an estimated $135K.
Thermo Fisher Scientific made up 1.59% of Van Den Berg Management I's portfolio in Q1 2026, its #24 holding.
Van Den Berg Management I first reported a position in Thermo Fisher Scientific in Q4 2023 and has held it in 10 quarters since.
Van Den Berg Management I's Thermo Fisher Scientific position peaked at $8.05M in Q4 2025.
2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Van Den Berg Management I's 13F filing for Q1 2026, filed 15 May 2026.