Midwest Trust Co TMO β€” THERMO FISHER SCIENTIFIC INC

Ownership history in Midwest Trust Co  Β·  4 quarters on record

AI Ownership Summary

Midwest Trust Co reported THERMO FISHER SCIENTIFIC INC (TMO) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.65% in 2025 Q4. The latest visible filing shows TMO at 0.55% 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.

What this TMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Midwest Trust Co's position in THERMO FISHER SCIENTIFIC INC, 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 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 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 Midwest Trust Co fund profile Midwest Trust Co full holdings
How Midwest Trust Co held TMO β€” position size vs. price
% of Fund (quarterly)    TMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 90,151 +85 +0.1% 0.55% $44.3M 2026-05-01 $469.21
2025 Q4 ADDED β€” β€” β€” 90,066 +868 +1.0% 0.65% $52.2M 2026-02-04 $564.66
2025 Q3 ADDED β€” β€” β€” 89,198 +3,493 +4.1% 0.56% $43.3M 2025-11-06 $565.00
2025 Q2 INITIATED β€” β€” β€” 85,705 β€” β€” 0.48% $34.7M 2025-08-07 $453.54

🏒 Other funds also holding TMO

As of 2026 Q1 β€” sorted by position size

Lindsell Train Ltd 3Y 7Y 9.67% WORMSER FRERES GESTION 7.75% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 7.13% CALEDONIA INVESTMENTS PLC 3Y 7Y 6.42% Rempart Asset Management Inc. 3Y 4.9% James Hambro & Partners LLP 3Y 7Y 4.64% Nexus Investment Management ULC 3Y 7Y 4.6% FLOSSBACH VON STORCH SE 3Y 7Y 4.48% Cohen Capital Management, Inc. 3Y 7Y 4.39% M. Kraus & Co 3Y 7Y 4.28%

FAQ About Midwest Trust Co and TMO

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

How long has Midwest Trust Co reported owning TMO?

Midwest Trust Co reported TMO across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported TMO position in Midwest Trust Co's portfolio?

The largest reported portfolio weight for TMO was 0.65% in 2025 Q4.

What is the latest reported TMO position on this page?

The most recent filing on this page is 2026 Q1, when Midwest Trust Co reported 90,151 shares, equal to 0.55% of portfolio, with an estimated market value of $44.3M.

What does the chart on this TMO ownership page compare?

The chart compares Midwest Trust Co'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 Midwest Trust Co time their TMO position?

Based on 13F filing dates vs. subsequent TMO price moves, Midwest Trust Co correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on TMO relative to SPY over the holding period was -13.4%.

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