John Armitage's TMO Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 198,227 shares of Thermo Fisher Scientific Inc. (TMO) worth $133.81 M, representing 1.36% of the portfolio. First purchased in 2019-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, John Armitage has maintained this position in TMO for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2019, adding 619,097 shares. Largest reduction occurred in Q1 2020, reducing 934,456 shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Thermo Fisher Scientific (TMO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Thermo Fisher Scientific (TMO) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +198,227 | New Buy | 198,227 | $675.05 |
| Q3 2023 | -562,479 | Sold Out | 0 | $0.00 |
| Q2 2023 | +455,728 | Add 426.91% | 562,479 | $521.75 |
| Q1 2023 | +106,751 | New Buy | 106,751 | $576.37 |
| Q1 2020 | -934,456 | Sold Out | 0 | $0.00 |
| Q4 2019 | +619,097 | Add 196.31% | 934,456 | $324.87 |
| Q3 2019 | -24,634 | Reduce 7.25% | 315,359 | $291.27 |
| Q2 2019 | +339,993 | New Buy | 339,993 | $293.68 |
John Armitage's Thermo Fisher Scientific Investment FAQs
John Armitage first purchased Thermo Fisher Scientific Inc. (TMO) in Q2 2019, acquiring 339,993 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Thermo Fisher Scientific Inc. (TMO) for 8 quarters since Q2 2019.
John Armitage's largest addition to Thermo Fisher Scientific Inc. (TMO) was in Q4 2019, adding 934,456 shares worth $303.58 M.
According to the latest 13F filing for Q3 2026, John Armitage's firm, Egerton Capital (Uk) Llp, owns 198,227 shares of Thermo Fisher Scientific Inc. (TMO), valued at approximately $133.81 M.
As of the Q3 2026 filing, Thermo Fisher Scientific Inc. (TMO) represents approximately 1.36% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in Thermo Fisher Scientific Inc. (TMO) was 934,456 shares, as reported at the end of Q4 2019.