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

Beacon Financial Strategies’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 		$25.1K Hold
50
– – 0.01% 139
2026
Q1 		$24.6K Hold
50
– – 0.01% 105
2025
Q4 		$29K Buy
+50
New +$28.3K 0.02% 102

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 Strategies's TMO Position: Q2 2026 in Review

Beacon Financial Strategies held its Thermo Fisher Scientific (TMO) position steady in Q2 2026 at 50 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #139.

Beacon Financial Strategies first reported a position in TMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $29K in Q4 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Beacon Financial Strategies held 50 shares of Thermo Fisher Scientific worth $25.1K as of Q2 2026.
  • Beacon Financial Strategies left its Thermo Fisher Scientific share count unchanged in Q2 2026.
  • Thermo Fisher Scientific made up 0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #139 holding.
  • Beacon Financial Strategies first reported a position in Thermo Fisher Scientific in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Thermo Fisher Scientific position peaked at $29K in Q4 2025.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.