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Van Lanschot Kempen Investment Management’s Thermo Fisher Scientific TMO Stock Holding History

Van Lanschot Kempen Investment 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 		$217M Sell
440,724
-5,405
-1% -$2.93M 1.9% 15
2025
Q4 		$259M Sell
446,129
-71,135
-14% -$40.2M 2.21% 11
2025
Q3 		$251M Sell
517,264
-595
-0.1% -$277K 2.24% 11
2025
Q2 		$210M Buy
517,859
+196,345
+61% +$82.1M 2% 13
2025
Q1 		$160M Buy
321,514
+11,539
+4% +$6.25M 1.67% 15
2024
Q4 		$161M Buy
309,975
+93,425
+43% +$51.4M 1.6% 13
2024
Q3 		$134M Buy
216,550
+3,640
+2% +$2.15M 1.37% 18
2024
Q2 		$118M Buy
212,910
+28,770
+16% +$16.5M 1.32% 18
2024
Q1 		$107M Buy
184,140
+22,622
+14% +$12.7M 1.33% 17
2023
Q4 		$85.7M Buy
161,518
+92,554
+134% +$44.8M 1.2% 19
2023
Q3 		$34.9M Buy
68,964
+2,717
+4% +$1.45M 0.65% 51
2023
Q2 		$34.6M Buy
66,247
+4,763
+8% +$2.57M 0.62% 59
2023
Q1 		$35.4M Sell
61,484
-2,571
-4% -$1.45M 0.67% 57
2022
Q4 		$35.3M Buy
64,055
+38,293
+149% +$20.3M 1.03% 37
2022
Q3 		$13.1M Sell
25,762
-149
-0.6% -$83.4K 0.53% 68
2022
Q2 		$14.1M Buy
25,911
+687
+3% +$378K 0.51% 73
2022
Q1 		$14.9M Sell
25,224
-350
-1% -$201K 0.45% 79
2021
Q4 		$17.1M Buy
25,574
+2,504
+11% +$1.56M 0.53% 73
2021
Q3 		$13.2M Buy
23,070
+6,929
+43% +$3.8M 0.47% 75
2021
Q2 		$8.14M Buy
16,141
+6,862
+74% +$3.24M 0.29% 93
2021
Q1 		$4.24M Buy
9,279
+4,304
+87% +$2.05M 0.19% 98
2020
Q4 		$2.32M Buy
+4,975
New +$2.33M 0.13% 107

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Van Lanschot Kempen Investment Management's TMO Position: Q1 2026 in Review

Van Lanschot Kempen Investment Management reduced its Thermo Fisher Scientific (TMO) stake by 1.2% in Q1 2026, selling an estimated $2.93M and leaving 440,724 shares worth $217M. The position accounts for 1.9% of the portfolio, ranked #15.

Van Lanschot Kempen Investment Management first reported a position in TMO in Q4 2020 and has held it in 22 quarters since. The position peaked at $259M in Q4 2025. 2,594 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Van Lanschot Kempen Investment Management held 440,724 shares of Thermo Fisher Scientific worth $217M as of Q1 2026.
  • Van Lanschot Kempen Investment Management sold 5,405 Thermo Fisher Scientific shares in Q1 2026, an estimated $2.93M.
  • Thermo Fisher Scientific made up 1.9% of Van Lanschot Kempen Investment Management's portfolio in Q1 2026, its #15 holding.
  • Van Lanschot Kempen Investment Management first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 22 quarters since.
  • Van Lanschot Kempen Investment Management's Thermo Fisher Scientific position peaked at $259M in Q4 2025.
  • 2,594 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.