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Asset Planning Inc’s Thermo Fisher Scientific TMO Stock Holding History

Asset Planning Inc’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
Q1 		$186K Hold
379
– – 0.13% 90
2025
Q4 		$220K Hold
379
– – 0.15% 78
2025
Q3 		$184K Buy
379
+1
+0.3% +$465 0.13% 87
2025
Q2 		$153K Hold
378
– – 0.12% 93
2025
Q1 		$188K Hold
378
– – 0.15% 84
2024
Q4 		$196K Buy
+378
New +$208K 0.15% 80

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Asset Planning Inc's TMO Position: Q1 2026 in Review

Asset Planning Inc held its Thermo Fisher Scientific (TMO) position steady in Q1 2026 at 379 shares worth $186K. The position accounts for 0.13% of the portfolio, ranked #90.

Asset Planning Inc first reported a position in TMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $220K in Q4 2025. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Asset Planning Inc held 379 shares of Thermo Fisher Scientific worth $186K as of Q1 2026.
  • Asset Planning Inc left its Thermo Fisher Scientific share count unchanged in Q1 2026.
  • Thermo Fisher Scientific made up 0.13% of Asset Planning Inc's portfolio in Q1 2026, its #90 holding.
  • Asset Planning Inc first reported a position in Thermo Fisher Scientific in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Thermo Fisher Scientific position peaked at $220K in Q4 2025.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.