Wallace Weitz - Weitz Investment Management, Inc.
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 (TMO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 121,000 4.15 Reduce 10.34% 0.48 $491.53 $59,475,130 SEC
2025   Q4 134,950 4.64 Reduce 10.30% 0.41 $579.45 $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 $405.46 $61,001,457 SEC
2025   Q1 126,150 3.34 Add 4.95% 0.16 $497.60 $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 $618.57 $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 $581.21 $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 $506.17 $63,311,744 SEC
2023   Q2 103,700 2.90 Add 52.59% 1.00 $521.75 $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 $550.69 $37,424,892 SEC
2022   Q3 72,960 2.21 Reduce 6.87% 0.15 $507.20 $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 $667.24 $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 $456.39 $37,880,000 SEC
2020   Q4 81,500 1.63 Reduce 14.21% 0.28 $465.78 $37,961,000 SEC
2020   Q3 95,000 1.98 Reduce 13.64% 0.27 $441.52 $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 $293.68 $32,305,000 SEC
2019   Q1 105,000 1.23 Reduce 0.82% <0.01 $273.72 $28,741,000 SEC
2018   Q4 105,873 1.12 Reduce 8.67% 0.10 $223.79 $23,693,000 SEC
2018   Q3 115,924 1.20 Reduce 11.79% 0.14 $244.08 $28,295,000 SEC
2018   Q2 131,424 1.20 Reduce 0.12% <0.01 $207.14 $27,223,000 SEC
2018   Q1 131,581 1.23 Reduce 0.11% <0.01 $206.46 $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 $189.20 $24,922,000 SEC
2017   Q2 131,545 1.09 Reduce 2.95% 0.03 $174.47 $22,951,000 SEC
2017   Q1 135,545 0.93 Add 2.56% 0.02 $153.60 $20,820,000 SEC
2016   Q4 132,160 0.81 Buy 0.81 $141.10 $18,648,000 SEC