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Berger Financial Group’s Thermo Fisher Scientific TMO Stock Holding History

Berger Financial Group’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 		$1.96M Sell
3,916
-246
-6% -$118K 0.1% 154
2026
Q1 		$2.05M Sell
4,162
-150
-3% -$81.4K 0.11% 143
2025
Q4 		$2.5M Sell
4,312
-124
-3% -$70.1K 0.14% 122
2025
Q3 		$2.15M Sell
4,436
-78
-2% -$36.3K 0.13% 133
2025
Q2 		$1.83M Sell
4,514
-289
-6% -$121K 0.12% 136
2025
Q1 		$2.39M Sell
4,803
-217
-4% -$118K 0.17% 116
2024
Q4 		$2.61M Sell
5,020
-45
-0.9% -$24.7K 0.18% 113
2024
Q3 		$3.13M Sell
5,065
-37
-0.7% -$21.9K 0.23% 97
2024
Q2 		$2.82M Sell
5,102
-167
-3% -$95.7K 0.22% 96
2024
Q1 		$3.06M Sell
5,269
-56
-1% -$31.4K 0.25% 93
2023
Q4 		$2.83M Sell
5,325
-133
-2% -$64.4K 0.29% 86
2023
Q3 		$2.76M Sell
5,458
-291
-5% -$155K 0.32% 83
2023
Q2 		$3M Sell
5,749
-52
-0.9% -$28.1K 0.34% 82
2023
Q1 		$3.34M Sell
5,801
-85
-1% -$47.9K 0.4% 75
2022
Q4 		$3.24M Sell
5,886
-97
-2% -$51.4K 0.43% 71
2022
Q3 		$3.03M Sell
5,983
-67
-1% -$37.5K 0.45% 68
2022
Q2 		$3.29M Sell
6,050
-25
-0.4% -$13.8K 0.48% 59
2022
Q1 		$3.59M Sell
6,075
-55
-0.9% -$31.6K 0.46% 66
2021
Q4 		$4.09M Buy
+6,130
New +$3.83M 0.54% 63

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 $3.38T AUM 44.17% 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

Berger Financial Group's TMO Position: Q2 2026 in Review

Berger Financial Group reduced its Thermo Fisher Scientific (TMO) stake by 5.9% in Q2 2026, selling an estimated $118K and leaving 3,916 shares worth $1.96M. The position accounts for 0.1% of the portfolio, ranked #154.

Berger Financial Group first reported a position in TMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.09M in Q4 2021. 2,630 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Berger Financial Group held 3,916 shares of Thermo Fisher Scientific worth $1.96M as of Q2 2026.
  • Berger Financial Group sold 246 Thermo Fisher Scientific shares in Q2 2026, an estimated $118K.
  • Thermo Fisher Scientific made up 0.1% of Berger Financial Group's portfolio in Q2 2026, its #154 holding.
  • Berger Financial Group first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 19 quarters since.
  • Berger Financial Group's Thermo Fisher Scientific position peaked at $4.09M in Q4 2021.
  • 2,630 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.