Wallace Weitz's TMO Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 121,000 shares of Thermo Fisher Scientific Inc. (TMO) worth $59.48 M, representing 4.15% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 38 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 35,740 shares. Largest reduction occurred in Q3 2018, reducing 15,500 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -13,950 | Reduce 10.34% | 121,000 | $491.53 |
| Q4 2025 | -15,500 | Reduce 10.30% | 134,950 | $579.45 |
| Q2 2025 | +24,300 | Add 19.26% | 150,450 | $405.46 |
| Q1 2025 | +5,950 | Add 4.95% | 126,150 | $497.60 |
| Q3 2024 | -5,000 | Reduce 3.99% | 120,200 | $618.57 |
| Q1 2024 | +120 | Add 0.10% | 125,200 | $581.21 |
| Q3 2023 | +21,380 | Add 20.62% | 125,080 | $506.17 |
| Q2 2023 | +35,740 | Add 52.59% | 103,700 | $521.75 |
| Q4 2022 | -5,000 | Reduce 6.85% | 67,960 | $550.69 |
| Q3 2022 | -5,382 | Reduce 6.87% | 72,960 | $507.20 |
| Q4 2021 | -4,658 | Reduce 5.61% | 78,342 | $667.24 |
| Q1 2021 | +1,500 | Add 1.84% | 83,000 | $456.39 |
| Q4 2020 | -13,500 | Reduce 14.21% | 81,500 | $465.78 |
| Q3 2020 | -15,000 | Reduce 13.64% | 95,000 | $441.52 |
| Q2 2019 | +5,000 | Add 4.76% | 110,000 | $293.68 |
| Q1 2019 | -873 | Reduce 0.82% | 105,000 | $273.72 |
| Q4 2018 | -10,051 | Reduce 8.67% | 105,873 | $223.79 |
| Q3 2018 | -15,500 | Reduce 11.79% | 115,924 | $244.08 |
| Q2 2018 | -157 | Reduce 0.12% | 131,424 | $207.14 |
| Q1 2018 | -144 | Reduce 0.11% | 131,581 | $206.46 |
| Q3 2017 | +180 | Add 0.14% | 131,725 | $189.20 |
| Q2 2017 | -4,000 | Reduce 2.95% | 131,545 | $174.47 |
| Q1 2017 | +3,385 | Add 2.56% | 135,545 | $153.60 |
| Q4 2016 | +132,160 | New Buy | 132,160 | $141.10 |
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 38 quarters since Q4 2016.
Wallace Weitz's largest addition to Thermo Fisher Scientific Inc. (TMO) was in Q4 2016, adding 132,160 shares worth $18.65 M.
According to the latest 13F filing for Q1 2026, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 121,000 shares of Thermo Fisher Scientific Inc. (TMO), valued at approximately $59.48 M.
As of the Q1 2026 filing, Thermo Fisher Scientific Inc. (TMO) represents approximately 4.15% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings.
Wallace Weitz's peak holding in Thermo Fisher Scientific Inc. (TMO) was 150,450 shares, as reported at the end of Q2 2025.