America First Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History

America First Investment Advisors’s Portfolio TMO Stock Details TMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.6M	Buy	53,146 +318	+0.6%	+$153K	4.94%	7
2026 Q1	$26M	Sell	52,828 -472	-0.9%	-$256K	4.84%	9
2025 Q4	$30.9M	Sell	53,300 -2,422	-4%	-$1.37M	5.62%	4
2025 Q3	$27M	Sell	55,722 -179	-0.3%	-$83.3K	5.02%	8
2025 Q2	$22.7M	Buy	+55,901	New	+$23.4M	4.52%	16
2024 Q1	–	Sell	-84	Closed	-$44.6K	–	99
2023 Q4	$44.6K	Hold	84	–	–	0.01%	59
2023 Q3	$42.5K	Hold	84	–	–	0.01%	60
2023 Q2	$43.8K	Hold	84	–	–	0.01%	60
2023 Q1	$48.4K	Sell	84 -16	-16%	-$9.02K	0.01%	57
2022 Q4	$55K	Hold	100	–	–	0.02%	51
2022 Q3	$51K	Buy	+100	New	+$56K	0.02%	49
2017 Q2	–	Sell	-175	Closed	-$27K	–	138
2017 Q1	$27K	Buy	+175	New	+$26.7K	0.01%	92

Other funds holding TMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

America First Investment Advisors's TMO Position: Q2 2026 in Review

America First Investment Advisors increased its Thermo Fisher Scientific (TMO) stake by 0.6% in Q2 2026, buying an estimated $153K and bringing the position to 53,146 shares worth $26.6M. The position accounts for 4.94% of the portfolio, ranked #7.

America First Investment Advisors first reported a position in TMO in Q1 2017 and has held it in 12 quarters since. The position peaked at $30.9M in Q4 2025. 2,604 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

America First Investment Advisors held 53,146 shares of Thermo Fisher Scientific worth $26.6M as of Q2 2026.
America First Investment Advisors bought 318 Thermo Fisher Scientific shares in Q2 2026, an estimated $153K.
Thermo Fisher Scientific made up 4.94% of America First Investment Advisors's portfolio in Q2 2026, its #7 holding.
America First Investment Advisors first reported a position in Thermo Fisher Scientific in Q1 2017 and has held it in 12 quarters since.
America First Investment Advisors's Thermo Fisher Scientific position peaked at $30.9M in Q4 2025.
2,604 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on America First Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.