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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
Q2 		$240K Buy
479
+100
+26% +$48K 0.16% 81
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Asset Planning Inc's TMO Position: Q2 2026 in Review

Asset Planning Inc increased its Thermo Fisher Scientific (TMO) stake by 26% in Q2 2026, buying an estimated $48K and bringing the position to 479 shares worth $240K. The position accounts for 0.16% of the portfolio, ranked #81.

Asset Planning Inc first reported a position in TMO in Q4 2024 and has held it in 7 quarters since. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Asset Planning Inc held 479 shares of Thermo Fisher Scientific worth $240K as of Q2 2026.
  • Asset Planning Inc bought 100 Thermo Fisher Scientific shares in Q2 2026, an estimated $48K.
  • Thermo Fisher Scientific made up 0.16% of Asset Planning Inc's portfolio in Q2 2026, its #81 holding.
  • Asset Planning Inc first reported a position in Thermo Fisher Scientific in Q4 2024 and has held it in 7 quarters since.
  • 2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.