Lindsell Train TMO trades
Michael Lindsell, Nick Train
Lindsell Train Thermo Fisher Scientific Inc stake
total: 40
Trades details
- Total transactions:
- 7
- New positions:
- 1
- Added:
- 2
- Reduced:
- 4
- Held since:
- 2024 Q4
- Held for:
- 7 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Lindsell Train holds 514,512 Thermo Fisher Scientific Inc (TMO) shares with a market value of roughly $257.96M accounting for 9.81% of the overall portfolio. To date, the estimated cost basis is nearly $471.1 for "buy" trades and estimated average "sell" price is $526.89. Lindsell Train first purchased TMO in 2024 Q4, initially acquiring 407,240 shares. Since the initial investment in Thermo Fisher Scientific Inc (TMO), Lindsell Train has made 6 more transactions.
When did Lindsell Train buy Thermo Fisher Scientific Inc (TMO)?
Lindsell Train first invested in Thermo Fisher Scientific Inc (TMO) in 2024 Q4 at the reported quarter-end price of $520.23 per share.
What's the cost basis of Lindsell Train's TMO stake?
The estimated cost basis for Thermo Fisher Scientific Inc (TMO) stake is around $471.10 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $471.10
- Weighted AVG sell price:
- $526.88
Lindsell Train's historical trades in Thermo Fisher Scientific Inc
7 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
9.81%
|
514,512
|
$501.36
|
$257,955,736
|
-16.64% (-102,699)
|
-1.64%
|
|
2026 Q1
|
9.67%
|
617,211
|
$491.53
|
$303,377,723
|
-10.48% (-72,292)
|
-0.9%
|
|
2025 Q4
|
10.13%
|
689,503
|
$579.45
|
$399,532,513
|
-15.66% (-128,026)
|
-1.82%
|
|
2025 Q3
|
9.73%
|
817,529
|
$485.02
|
$396,517,916
|
-4.34% (-37,083)
|
-0.42%
|
|
2025 Q2
|
8.17%
|
854,612
|
$405.46
|
$346,510,982
|
+67.97% (+345,822)
|
+3.3%
|
|
2025 Q1
|
7.01%
|
508,790
|
$497.60
|
$253,173,904
|
+24.94% (+101,550)
|
+1.4%
|
|
2024 Q4
|
5.30%
|
407,240
|
$520.23
|
$211,858,465
|
new
|
+5.3%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.