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Beacon Financial Advisory’s Thermo Fisher Scientific TMO Stock Holding History

Beacon Financial Advisory’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 		$234K Sell
467
-46
-9% -$22.1K 0.05% 385
2026
Q1 		$252K Buy
513
+116
+29% +$63K 0.06% 348
2025
Q4 		$230K Buy
+397
New +$225K 0.05% 345
2021
Q4 		– Sell
-361
Closed -$206K – 254
2021
Q3 		$206K Buy
+361
New +$198K 0.11% 222

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

Beacon Financial Advisory's TMO Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Thermo Fisher Scientific (TMO) stake by 9% in Q2 2026, selling an estimated $22.1K and leaving 467 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #385.

Beacon Financial Advisory first reported a position in TMO in Q3 2021 and has held it in 4 quarters since. The position peaked at $252K in Q1 2026. 2,623 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Beacon Financial Advisory held 467 shares of Thermo Fisher Scientific worth $234K as of Q2 2026.
  • Beacon Financial Advisory sold 46 Thermo Fisher Scientific shares in Q2 2026, an estimated $22.1K.
  • Thermo Fisher Scientific made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #385 holding.
  • Beacon Financial Advisory first reported a position in Thermo Fisher Scientific in Q3 2021 and has held it in 4 quarters since.
  • Beacon Financial Advisory's Thermo Fisher Scientific position peaked at $252K in Q1 2026.
  • 2,623 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.