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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Beacon Financial Advisory's TMO Position: Q1 2026 in Review

Beacon Financial Advisory increased its Thermo Fisher Scientific (TMO) stake by 29% in Q1 2026, buying an estimated $63K and bringing the position to 513 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #348.

Beacon Financial Advisory first reported a position in TMO in Q3 2021 and has held it in 3 quarters since. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Beacon Financial Advisory held 513 shares of Thermo Fisher Scientific worth $252K as of Q1 2026.
Beacon Financial Advisory bought 116 Thermo Fisher Scientific shares in Q1 2026, an estimated $63K.
Thermo Fisher Scientific made up 0.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #348 holding.
Beacon Financial Advisory first reported a position in Thermo Fisher Scientific in Q3 2021 and has held it in 3 quarters since.
2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.