Wallace Weitz's TMO Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 150.5K shares of Thermo Fisher Scientific Inc. (TMO) worth $72.97 M, representing 3.96% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Wallace Weitz has maintained a strategic position in TMO, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 35.7K shares. Largest reduction occurred in Q3 2018, reducing 15.5K shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's Thermo Fisher Scientific (TMO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Thermo Fisher Scientific (TMO) Trades by Wallace Weitz
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2016 | +132,160 | New Buy | 132,160 | $141.10 |
| Q1 2017 | +3,385 | Add 2.56% | 135,545 | $153.60 |
| Q2 2017 | -4,000 | Reduce 2.95% | 131,545 | $174.47 |
| Q3 2017 | +180 | Add 0.14% | 131,725 | $189.20 |
| Q1 2018 | -144 | Reduce 0.11% | 131,581 | $206.46 |
| Q2 2018 | -157 | Reduce 0.12% | 131,424 | $207.14 |
| Q3 2018 | -15,500 | Reduce 11.79% | 115,924 | $244.08 |
| Q4 2018 | -10,051 | Reduce 8.67% | 105,873 | $223.79 |
| Q1 2019 | -873 | Reduce 0.82% | 105,000 | $273.72 |
| Q2 2019 | +5,000 | Add 4.76% | 110,000 | $293.68 |
| Q3 2020 | -15,000 | Reduce 13.64% | 95,000 | $441.52 |
| Q4 2020 | -13,500 | Reduce 14.21% | 81,500 | $465.78 |
| Q1 2021 | +1,500 | Add 1.84% | 83,000 | $456.39 |
| Q4 2021 | -4,658 | Reduce 5.61% | 78,342 | $667.24 |
| Q3 2022 | -5,382 | Reduce 6.87% | 72,960 | $507.20 |
| Q4 2022 | -5,000 | Reduce 6.85% | 67,960 | $550.69 |
| Q2 2023 | +35,740 | Add 52.59% | 103,700 | $521.75 |
| Q3 2023 | +21,380 | Add 20.62% | 125,080 | $506.17 |
| Q1 2024 | +120 | Add 0.10% | 125,200 | $581.21 |
| Q3 2024 | -5,000 | Reduce 3.99% | 120,200 | $618.57 |
| Q1 2025 | +5,950 | Add 4.95% | 126,150 | $497.60 |
| Q2 2025 | +24,300 | Add 19.26% | 150,450 | $405.46 |
Wallace Weitz's Thermo Fisher Scientific Investment FAQs
Wallace Weitz first purchased Thermo Fisher Scientific Inc. (TMO) in Q4 2016, acquiring 132,160 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held Thermo Fisher Scientific Inc. (TMO) for 36 quarters since Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz's largest addition to Thermo Fisher Scientific Inc. (TMO) was in Q4 2016, adding 132,160 shares worth $18.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 150,450 shares of Thermo Fisher Scientific Inc. (TMO), valued at approximately $72.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Thermo Fisher Scientific Inc. (TMO) represents approximately 3.96% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz's peak holding in Thermo Fisher Scientific Inc. (TMO) was 150,450 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.