Applied Finance Capital Management, LLC / TMO
Applied Finance Capital Management, LLC’s Thermo Fisher Scientific Inc Position
Does Applied Finance Capital Management, LLC own Thermo Fisher Scientific Inc (TMO)? Yes — 23.4K shares worth $11M (+0.86% of its 13F portfolio) as of Q1 2026, down from 24.4K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
23.4K
% of Portfolio
+0.86%
Quarters Held
14
currently held
Position History TMO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 23.4K | $11M | +0.86% |
| Q4 2025 | 24.4K | $14M | +1.01% |
| Q3 2025 | 29.5K | $14M | +1.02% |
| Q2 2025 | 30.9K | $13M | +0.86% |
| Q1 2025 | 28.2K | $14M | +1.03% |
| Q4 2024 | 50.8K | $26M | +1.15% |
| Q3 2024 | 52.5K | $32M | +1.39% |
| Q2 2024 | 51.8K | $29M | +1.33% |
| Q1 2024 | 35.7K | $21M | +1.46% |
| Q4 2023 | 31.6K | $17M | +1.46% |
| Q3 2023 | 28.3K | $14M | +1.56% |
| Q2 2023 | 26.1K | $14M | +1.54% |
| Q1 2023 | 25.2K | $15M | +1.81% |
| Q4 2022 | 24.9K | $14M | +1.79% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Applied Finance Capital Management, LLC’s full portfolio or all institutional holders of TMO.