Thermo Fisher Scientific Inc.
MX ˙ BMV ˙ US8835561023
SecurityMX:TMO / Thermo Fisher Scientific Inc.
InstitutionCaldwell Trust Co
Latest Disclosed Ownership1,701 shares
Latest Disclosed Value $ 836,093
Caldwell Trust Co reports 0.29% increase in ownership of TMO / Thermo Fisher Scientific Inc.

On April 22, 2026 - Caldwell Trust Co filed a 13F-HR form disclosing ownership of 1,701 shares of Thermo Fisher Scientific Inc. (MX:TMO) valued at $836,093 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 1,696 shares of Thermo Fisher Scientific Inc.. This represents a change in shares of 0.29% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-22 2026-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 1,701 5 0.29 836 -14.87 0.0747
2026-01-30 2025-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 1,696 -2 -0.12 983 19.32 0.0874
2025-10-23 2025-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 1,698 -18 -1.05 824 18.42 0.0770
2025-09-22 2025-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 1,716 333 24.08 696 1.02 0.0696
2025-09-23 2025-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 1,383 -6 -0.43 688 -4.71 0.0738
2025-09-24 2024-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 1,389 -111 -7.40 723 -22.11 0.0755
2025-09-24 2024-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 1,500 -12 -0.79 928 10.89 0.0974
2025-09-24 2024-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 1,512 691 84.17 836 75.26 0.0925
2025-09-24 2024-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 821 -16 -1.91 477 7.43 0.0555
2025-10-01 2023-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 837 -91 -9.81 444 -5.33 0.0561
2025-10-01 2023-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 928 521 128.01 470 121.23 0.0641
2025-10-01 2023-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 407 116 39.86 212 26.95 0.0277
2025-10-01 2023-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 291 30 11.49 168 16.78 0.0233
2025-10-01 2022-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 261 0 0.00 144 8.33 0.0203
2025-10-01 2022-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 261 0 0.00 132 -6.38 0.0197
2025-10-02 2022-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 261 57 27.94 142 17.50 0.0195
2025-10-02 2022-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 204 -49 -19.37 120 -28.57 0.0144
2025-10-02 2021-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 253 4 1.61 169 18.31 0.0194
2025-10-02 2021-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 249 0 0.00 142 13.60 0.0180
2025-10-02 2021-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 249 0 0.00 126 10.62 0.0164
2025-10-02 2021-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 249 0 0.00 114 -1.74 0.0158
2025-10-02 2020-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 249 0 0.00 116 5.50 0.0175
2025-10-02 2020-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 249 0 0.00 110 21.11 0.0181
2025-10-02 2020-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 249 0 0.00 90 28.57 0.0151
2025-10-02 2020-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 249 0 0.00 71 -12.50 0.0134
2025-10-06 2019-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 249 249 81 0.0124
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.