Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
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
2026   Q1 121,000 4.15 Reduce 10.34% 0.48 $435.27–538.41 · VW $488.73i $59,475,130 SEC
2025   Q4 134,950 4.64 Reduce 10.30% 0.41 $493.64–643.99 · VW $552.91i $78,196,778 SEC
2025   Q3 150,450 3.97 $485.02 $72,971,259 SEC
2025   Q2 150,450 3.29 Add 19.26% 0.53 $385.46–502.39 · VW $460.19i $61,001,457 SEC
2025   Q1 126,150 3.34 Add 4.95% 0.16 $390.50–536.21 · VW $443.18i $62,772,240 SEC
2024   Q4 120,200 3.23 $520.23 $62,531,646 SEC
2024   Q3 120,200 3.67 Reduce 3.99% 0.15 $493.30–627.88 · VW $550.27i $74,352,114 SEC
2024   Q2 125,200 3.66 $553.00 $69,235,600 SEC
2024   Q1 125,200 3.70 Add 0.10% <0.01 $529.64–603.82 · VW $567.15i $72,767,492 SEC
2023   Q4 125,080 3.52 $530.79 $66,391,213 SEC
2023   Q3 125,080 3.51 Add 20.62% 0.60 $415.60–565.86 · VW $492.41i $63,311,744 SEC
2023   Q2 103,700 2.90 Add 52.59% 1.00 $503.31–580.09 · VW $546.83i $54,105,475 SEC
2023   Q1 67,960 2.27 $576.37 $39,170,105 SEC
2022   Q4 67,960 2.14 Reduce 6.85% 0.15 $520.01–609.85 · VW $557.21i $37,424,892 SEC
2022   Q3 72,960 2.21 Reduce 6.87% 0.15 $475.77–580.13 · VW $538.71i $37,005,000 SEC
2022   Q2 78,342 2.25 $543.28 $42,562,000 SEC
2022   Q1 78,342 2.07 $590.65 $46,273,000 SEC
2021   Q4 78,342 2.12 Reduce 5.61% 0.11 $513.94–672.34 · VW $576.76i $52,273,000 SEC
2021   Q3 83,000 2.01 $571.33 $47,420,000 SEC
2021   Q2 83,000 1.78 $504.47 $41,871,000 SEC
2021   Q1 83,000 1.69 Add 1.84% 0.03 $433.52–499.00 · VW $467.34i $37,880,000 SEC
2020   Q4 81,500 1.63 Reduce 14.21% 0.28 $448.54–526.59 · VW $475.07i $37,961,000 SEC
2020   Q3 95,000 1.98 Reduce 13.64% 0.27 $401.07–532.57 · VW $466.21i $41,944,000 SEC
2020   Q2 110,000 2.00 $362.34 $39,857,000 SEC
2020   Q1 110,000 1.67 $283.60 $31,196,000 SEC
2019   Q4 110,000 1.44 $324.87 $35,736,000 SEC
2019   Q3 110,000 1.34 $291.27 $32,040,000 SEC
2019   Q2 110,000 1.32 Add 4.76% 0.06 $264.30–305.45 · VW $285.60i $32,305,000 SEC
2019   Q1 105,000 1.23 Reduce 0.82% <0.01 $246.67–282.98 · VW $265.54i $28,741,000 SEC
2018   Q4 105,873 1.12 Reduce 8.67% 0.10 $208.34–260.11 · VW $242.67i $23,693,000 SEC
2018   Q3 115,924 1.20 Reduce 11.79% 0.14 $217.88–250.75 · VW $239.39i $28,295,000 SEC
2018   Q2 131,424 1.20 Reduce 0.12% <0.01 $202.83–240.88 · VW $227.60i $27,223,000 SEC
2018   Q1 131,581 1.23 Reduce 0.11% <0.01 $199.85–221.88 · VW $210.00i $27,166,000 SEC
2017   Q4 131,725 1.13 $189.88 $25,012,000 SEC
2017   Q3 131,725 1.12 Add 0.14% <0.01 $184.50–201.20 · VW $192.82i $24,922,000 SEC
2017   Q2 131,545 1.09 Reduce 2.95% 0.03 $170.07–187.54 · VW $181.58i $22,951,000 SEC
2017   Q1 135,545 0.93 Add 2.56% 0.02 $151.74–174.38 · VW $166.30i $20,820,000 SEC
2016   Q4 132,160 0.81 Buy 0.81 $139.07–159.41 · VW $152.05i $18,648,000 SEC
Price snapshot:
Current price$528.51
Avg. buy price$340.43
+/- since buy55.25%
52-week low$401.89
52-week high$642.71