John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Thermo Fisher Scientific Inc. (TMO)
← All TMO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q4 0 0.00 Sell 100.00% 0.45 $284.83–342.26 · VW $305.96i SEC
2019   Q3 114,755 0.45 Reduce 24.32% 0.14 $270.33–316.03 · VW $300.10i $33,425,000 SEC
2019   Q2 151,641 0.56 Reduce 5.35% 0.03 $264.30–305.45 · VW $285.60i $44,534,000 SEC
2019   Q1 160,205 0.55 Reduce 12.69% 0.07 $246.67–282.98 · VW $265.54i $43,851,000 SEC
2018   Q4 183,495 0.58 Reduce 41.91% 0.36 $208.34–260.11 · VW $242.67i $41,064,000 SEC
2018   Q3 315,897 0.86 Reduce 5.70% 0.05 $217.88–250.75 · VW $239.39i $77,104,000 SEC
2018   Q2 334,978 0.80 Reduce 1.58% 0.01 $202.83–240.88 · VW $227.60i $69,387,000 SEC
2018   Q1 340,370 0.82 Reduce 8.24% 0.07 $199.85–221.88 · VW $210.00i $70,273,000 SEC
2017   Q4 370,944 0.82 Reduce 3.48% 0.03 $181.51–226.44 · VW $205.51i $70,435,000 SEC
2017   Q3 384,317 0.87 Reduce 0.45% <0.01 $184.50–201.20 · VW $192.82i $72,713,000 SEC
2017   Q2 386,046 0.82 Reduce 16.69% 0.15 $170.07–187.54 · VW $181.58i $67,353,000 SEC
2017   Q1 463,398 0.87 Reduce 4.16% 0.04 $151.74–174.38 · VW $166.30i $71,178,000 SEC
2016   Q4 483,526 0.84 Reduce 8.10% 0.09 $139.07–159.41 · VW $152.05i $68,226,000 SEC
2016   Q3 526,143 1.06 Reduce 1.94% 0.02 $139.53–160.10 · VW $146.58i $83,688,000 SEC
2016   Q2 536,549 1.04 Reduce 0.64% <0.01 $140.21–160.68 · VW $151.03i $79,280,000 SEC
2016   Q1 540,015 0.97 Reduce 11.62% 0.13 $129.70–152.17 · VW $144.55i $76,461,000 SEC
2015   Q4 610,985 1.08 Add 0.63% <0.01 $119.75–143.65 · VW $130.86i $86,668,000 SEC
2015   Q3 607,166 0.98 Add 3.74% 0.04 $117.10–140.66 · VW $132.05i $74,244,000 SEC
2015   Q2 585,261 0.92 Reduce 0.20% <0.01 $117.98–141.25 · VW $128.20i $75,943,000 SEC
2015   Q1 586,411 0.97 Add 1.02% <0.01 $125.25–139.03 · VW $131.30i $78,778,000 SEC
2014   Q4 580,501 0.93 Add 7.36% 0.06 $121.15–132.00 · VW $127.72i $72,731,000 SEC
2014   Q3 540,702 0.94 Add 0.70% <0.01 $107.33–129.77 · VW $122.13i $65,803,000 SEC
2014   Q2 536,928 0.86 Reduce 3.45% 0.03 $115.85–127.21 · VW $121.09i $63,358,000 SEC
2014   Q1 556,094 0.91 Reduce 34.32% 0.45 $112.02–127.63 · VW $118.85i $66,865,000 SEC
2013   Q4 846,655 1.30 Add 1.98% 0.03 $99.12–125.82 · VW $116.49i $94,275,000 SEC
2013   Q3 830,225 1.27 Reduce 6.19% 0.09 $89.41–103.12 · VW $97.79i $76,505,000 SEC
2013   Q2 885,018 1.42 Reduce 17.40% 0.28 $81.04–92.72 · VW $87.53i $74,899,000 SEC
2013   Q1 1,071,393 1.62 Add 0.51% <0.01 $72.87–89.50 · VW $83.56i $81,951,000 SEC
2012   Q4 1,065,956 1.62 Reduce 0.14% <0.01 $62.30–75.79 · VW $70.63i $67,987,000 SEC
2012   Q3 1,067,448 1.56 Reduce 9.93% 0.16 $56.64–63.78 · VW $61.32i $62,798,000 SEC
2012   Q2 1,185,108 1.59 Add 8.10% 0.12 $48.14–57.75 · VW $54.41i $61,519,000 SEC
2012   Q1 1,096,279 1.49 Add 6.39% 0.09 $49.92–58.37 · VW $52.92i $61,808,000 SEC
2011   Q4 1,030,475 1.25 Add 4.05% 0.05 $43.06–57.57 · VW $52.42i $46,340,000 SEC
2011   Q3 990,321 1.57 Add 1.25% 0.02 $44.29–55.84 · VW $49.13i $50,150,000 SEC
2011   Q2 978,066 1.38 Reduce 0.93% 0.01 $48.89–65.68 · VW $56.50i $62,978,000 SEC
2011   Q1 987,291 1.41 Add 0.13% <0.01 $52.41–65.86 · VW $61.24i $54,844,015,000 SEC
2010   Q4 985,995 1.26 Reduce 1.82% 0.02 $51.35–58.16 · VW $55.11i $54,584,683,000 SEC
2010   Q3 1,004,240 1.20 Reduce 4.63% 0.06 $42.70–53.05 · VW $48.87i $48,083,011,000 SEC
2010   Q2 1,052,992 1.37 Reduce 3.71% 0.05 $41.74–54.87 · VW $46.24i $51,649,258,000 SEC
2010   Q1 1,093,507 1.25 Add 10.10% 0.12 $48.27–57.40 · VW $52.58i $56,250,000,000 SEC
2009   Q4 993,209 1.13 Add 3.64% 0.04 $45.37–49.94 · VW $48.03i $47,366,137,000 SEC
2009   Q3 958,346 1.25 Reduce 15.85% 0.23 $42.86–48.51 · VW $46.20i $41,851,000,000 SEC
2009   Q2 1,138,831 1.48 Add 10.40% 0.14 $37.50–46.80 · VW $43.17i $46,430,140,000 SEC
2009   Q1 1,031,518 1.35 Reduce 4.81% 0.05 $30.83–39.10 · VW $36.28i $36,794,247,000 SEC
2008   Q4 1,083,602 1.04 Reduce 28.20% 0.40 $28.52–40.34 · VW $35.04i $36,918,320,000 SEC
2008   Q3 1,509,098 1.41 Add 4094.15% 1.38 $26.65–61.84 · VW $41.39i $83,000,390,000 SEC
2008   Q2 35,981 1.53 Reduce 98.41% 1.70 $54.56–62.77 · VW $59.30i $113,733,616,000 SEC
2008   Q1 2,266,356 1.73 Reduce 15.74% 0.28 $52.01–59.87 · VW $56.97i $128,819,556,000 SEC
2007   Q4 2,689,713 1.76 Reduce 10.94% 0.20 $46.63–59.25 · VW $53.94i $155,142,712,000 SEC
2007   Q3 3,019,953 1.83 Reduce 9.96% 0.16 $53.23–62.02 · VW $57.63i $174,311,148,000 SEC
2007   Q1 3,354,015 1.56 Reduce 2.13% 0.03 $43.60–54.90 · VW $51.03i $156,800,950,000 SEC
2006   Q4 3,427,159 1.44 Buy 1.44 $43.20–49.90 · VW $46.12i $155,215,612,000 SEC
Price snapshot:
Current price$528.51
52-week low$401.89
52-week high$642.71