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 Q2	$7.16M	Buy	14,289 +143	+1%	+$68.6K	1.51%	29
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 $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

Van Den Berg Management I's TMO Position: Q2 2026 in Review

Van Den Berg Management I increased its Thermo Fisher Scientific (TMO) stake by 1% in Q2 2026, buying an estimated $68.6K and bringing the position to 14,289 shares worth $7.16M. The position accounts for 1.51% of the portfolio, ranked #29.

Van Den Berg Management I first reported a position in TMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.05M in Q4 2025. 2,623 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Van Den Berg Management I held 14,289 shares of Thermo Fisher Scientific worth $7.16M as of Q2 2026.
Van Den Berg Management I bought 143 Thermo Fisher Scientific shares in Q2 2026, an estimated $68.6K.
Thermo Fisher Scientific made up 1.51% of Van Den Berg Management I's portfolio in Q2 2026, its #29 holding.
Van Den Berg Management I first reported a position in Thermo Fisher Scientific in Q4 2023 and has held it in 11 quarters since.
Van Den Berg Management I's Thermo Fisher Scientific position peaked at $8.05M in Q4 2025.
2,623 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.