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 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 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

Berger Financial Group's TMO Position: Q1 2026 in Review

Berger Financial Group reduced its Thermo Fisher Scientific (TMO) stake by 3.5% in Q1 2026, selling an estimated $81.4K and leaving 4,162 shares worth $2.05M. The position accounts for 0.11% of the portfolio, ranked #143.

Berger Financial Group first reported a position in TMO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.09M in Q4 2021. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Berger Financial Group held 4,162 shares of Thermo Fisher Scientific worth $2.05M as of Q1 2026.
Berger Financial Group sold 150 Thermo Fisher Scientific shares in Q1 2026, an estimated $81.4K.
Thermo Fisher Scientific made up 0.11% of Berger Financial Group's portfolio in Q1 2026, its #143 holding.
Berger Financial Group first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 18 quarters since.
Berger Financial Group's Thermo Fisher Scientific position peaked at $4.09M in Q4 2021.
2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.