MASSACHUSETTS FINANCIAL SERVICES CO /MA/ TMO — THERMO ELECTRON CORP COM

Ownership history in MASSACHUSETTS FINANCIAL SERVICES CO /MA/  ·  94 quarters on record

AI Ownership Summary

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported THERMO ELECTRON CORP COM (TMO) in 94 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.76% in 2026 Q1. The latest visible filing shows TMO at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s position in THERMO ELECTRON CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TMO was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TMO stock page MASSACHUSETTS FINANCIAL SERVICES CO /MA/ fund profile MASSACHUSETTS FINANCIAL SERVICES CO /MA/ full holdings
How MASSACHUSETTS FINANCIAL SERVICES CO /MA/ held TMO — position size vs. price
% of Fund (quarterly)    TMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,013,109 -74,557 -2.4% 0.76% $2.25B 2026-05-14 $448.21
2025 Q4 ADDED — — — 3,087,666 +150,668 +5.1% 0.58% $1.79B 2026-01-22 $638.82
2025 Q3 ADDED — — — 2,936,998 +594,218 +25.4% 0.44% $1.42B 2025-10-29 $557.34
2025 Q2 REDUCED — — — 2,342,780 -53,252 -2.2% 0.30% $949.9M 2025-08-08 $459.51
2025 Q1 REDUCED 7.0% -18.4% ✅ 2,396,032 -179,599 -7.0% 0.40% $1.19B 2025-05-02 $422.00
2024 Q4 REDUCED 24.1% -4.3% ✅ 2,575,631 -817,059 -24.1% 0.42% $1.34B 2025-02-12 $535.57
2024 Q3 REDUCED 11.5% -16.1% ✅ 3,392,690 -438,842 -11.5% 0.63% $2.10B 2024-11-12 $537.91
2024 Q2 REDUCED 11.0% +11.9% ❌ 3,831,532 -475,613 -11.0% 0.65% $2.12B 2024-08-09 $592.67
2024 Q1 ADDED — — — 4,307,145 +126,860 +3.0% 0.75% $2.50B 2024-05-14 $590.90
2023 Q4 REDUCED 34.8% +8.9% ❌ 4,180,285 -2,226,776 -34.8% 0.72% $2.22B 2024-02-08 $546.92
84 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TMO

As of 2026 Q1 — sorted by position size

Spinecap SAS 12.54% Cryder Capital Partners LLP 3Y 7Y 12.09% Teca Partners, LP 3Y 10.82% C Partners Holding GmbH 3Y 7Y 10.14% Lindsell Train Ltd 3Y 7Y 9.67% Tri Locum Partners LP 3Y 9.13% Unisphere Establishment 8.52% WORMSER FRERES GESTION 7.75% EdgePoint Investment Group Inc. 3Y 7Y 7.56% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 7.13%

FAQ About MASSACHUSETTS FINANCIAL SERVICES CO /MA/ and TMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported owning TMO?

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported TMO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TMO position in MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s portfolio?

The largest reported portfolio weight for TMO was 0.76% in 2026 Q1.

What is the latest reported TMO position on this page?

The most recent filing on this page is 2026 Q1, when MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported 3,013,109 shares, equal to 0.76% of portfolio, with an estimated market value of $2.25B.

What does the chart on this TMO ownership page compare?

The chart compares MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s quarterly TMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MASSACHUSETTS FINANCIAL SERVICES CO /MA/ time their TMO position?

Based on 13F filing dates vs. subsequent TMO price moves, MASSACHUSETTS FINANCIAL SERVICES CO /MA/ correctly timed 47 out of 91 reported position changes (52%). The annualised alpha on TMO relative to SPY over the holding period was +3.5%.

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