Beach Investment Counsel’s Thermo Fisher Scientific TMO Stock Holding History

Beach Investment Counsel’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
2025 Q1	$2.66M	Hold	5,350	–	–	0.39%	41
2024 Q4	$2.78M	Sell	5,350 -1,885	-26%	-$1.04M	0.38%	44
2024 Q3	$4.47M	Sell	7,235 -10	-0.1%	-$5.92K	0.55%	41
2024 Q2	$4.01M	Sell	7,245 -1,685	-19%	-$965K	0.49%	45
2024 Q1	$4.74M	Hold	8,930	–	–	0.58%	43
2023 Q4	$4.74M	Sell	8,930 -2,440	-21%	-$1.18M	0.58%	43
2023 Q3	$5.75M	Buy	11,370 +1,220	+12%	+$650K	0.72%	43
2023 Q2	$5.3M	Sell	10,150 -5	-0%	-$2.7K	0.63%	47
2023 Q1	$5.85M	Sell	10,155 -625	-6%	-$352K	0.78%	34
2022 Q4	$5.94M	Sell	10,780 -770	-7%	-$408K	0.74%	37
2022 Q3	$5.86M	Sell	11,550 -510	-4%	-$285K	0.83%	34
2022 Q2	$6.55M	Sell	12,060 -400	-3%	-$220K	0.82%	35
2022 Q1	$7.36M	Sell	12,460 -135	-1%	-$77.6K	0.78%	39
2021 Q4	$8.4M	Sell	12,595 -1,005	-7%	-$627K	1.11%	26
2021 Q3	$7.77M	Sell	13,600 -2,010	-13%	-$1.1M	0.74%	37
2021 Q2	$7.88M	Sell	15,610 -1,394	-8%	-$658K	0.71%	42
2021 Q1	$7.76M	Hold	17,004	–	–	0.69%	45
2020 Q4	$7.92M	Sell	17,004 -905	-5%	-$424K	0.75%	41
2020 Q3	$7.91M	Sell	17,909 -1,265	-7%	-$523K	0.93%	33
2020 Q2	$6.95M	Sell	19,174 -3,650	-16%	-$1.22M	0.93%	30
2020 Q1	$6.47M	Sell	22,824 -950	-4%	-$300K	1.08%	28
2019 Q4	$7.72M	Sell	23,774 -2,893	-11%	-$877K	0.85%	31
2019 Q3	$7.77M	Sell	26,667 -200	-0.7%	-$57.3K	0.89%	31
2019 Q2	$7.89M	Sell	26,867 -50	-0.2%	-$13.8K	0.91%	28
2019 Q1	$7.37M	Hold	26,917	–	–	0.83%	30
2018 Q4	$6.61M	Hold	26,917	–	–	0.8%	34
2018 Q3	$6.57M	Hold	26,917	–	–	0.65%	38
2018 Q2	$5.58M	Sell	26,917 -40	-0.1%	-$8.49K	0.58%	42
2018 Q1	$5.57M	Sell	26,957 -1,550	-5%	-$325K	0.58%	45
2017 Q4	$5.41M	Sell	28,507 -300	-1%	-$57.5K	0.53%	43
2017 Q3	$5.45M	Sell	28,807 -42,854	-60%	-$7.76M	0.57%	41
2017 Q2	$12.5M	Buy	71,661 +180	+0.3%	+$30.2K	1.28%	29
2017 Q1	$11M	Sell	71,481 -14,524	-17%	-$2.22M	1.18%	28
2016 Q4	$12.1M	Sell	86,005 -70,430	-45%	-$10.4M	1.39%	25
2016 Q3	$24.9M	Sell	156,435 -835	-0.5%	-$129K	2.83%	10
2016 Q2	$23.2M	Buy	157,270 +1,980	+1%	+$292K	2.74%	12
2016 Q1	$22M	Buy	155,290 +46,808	+43%	+$6.27M	2.51%	12
2015 Q4	$15.4M	Buy	108,482 +15,035	+16%	+$2.01M	1.75%	16
2015 Q3	$11.4M	Sell	93,447 -60,410	-39%	-$7.87M	1.41%	23
2015 Q2	$20M	Sell	153,857 -9,140	-6%	-$1.19M	1.98%	13
2015 Q1	$21.9M	Buy	162,997 +129,610	+388%	+$16.7M	2.01%	14
2014 Q4	$4.18M	Hold	33,387	–	–	0.35%	51
2014 Q3	$4.06M	Sell	33,387 -540	-2%	-$65.7K	0.38%	49
2014 Q2	$4M	Hold	33,927	–	–	0.36%	51
2014 Q1	$4.08M	Hold	33,927	–	–	0.37%	46
2013 Q4	$3.78M	Sell	33,927 -170	-0.5%	-$16.9K	0.35%	54
2013 Q3	$3.14M	Sell	34,097 -600	-2%	-$54.3K	0.33%	55
2013 Q2	$2.94M	Buy	+34,697	New	+$2.89M	0.31%	55

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Beach Investment Counsel's TMO Position: Q1 2025 in Review

Beach Investment Counsel held its Thermo Fisher Scientific (TMO) position steady in Q1 2025 at 5,350 shares worth $2.66M. The position accounts for 0.39% of the portfolio, ranked #41.

Beach Investment Counsel first reported a position in TMO in Q2 2013 and has held it in 48 quarters since. The position peaked at $24.9M in Q3 2016. 2,571 funds tracked by Wall St. Rank hold TMO as of Q1 2025.

Beach Investment Counsel held 5,350 shares of Thermo Fisher Scientific worth $2.66M as of Q1 2025.
Beach Investment Counsel left its Thermo Fisher Scientific share count unchanged in Q1 2025.
Thermo Fisher Scientific made up 0.39% of Beach Investment Counsel's portfolio in Q1 2025, its #41 holding.
Beach Investment Counsel first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 48 quarters since.
Beach Investment Counsel's Thermo Fisher Scientific position peaked at $24.9M in Q3 2016.
2,571 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.