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

Birch 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 		$394K Sell
785
-379
-33% -$182K 0.2% 89
2026
Q1 		$572K Sell
1,164
-95
-8% -$51.6K 0.33% 64
2025
Q4 		$729K Sell
1,259
-73
-5% -$41.3K 0.42% 51
2025
Q3 		$646K Sell
1,332
-153
-10% -$71.2K 0.38% 52
2025
Q2 		$602K Buy
1,485
+131
+10% +$54.8K 0.48% 48
2025
Q1 		$674K Buy
1,354
+133
+11% +$72K 0.6% 36
2024
Q4 		$635K Buy
+1,221
New +$671K 0.71% 27

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

Birch Financial Group reduced its Thermo Fisher Scientific (TMO) stake by 33% in Q2 2026, selling an estimated $182K and leaving 785 shares worth $394K. The position accounts for 0.2% of the portfolio, ranked #89.

Birch Financial Group first reported a position in TMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $729K in Q4 2025. 1,619 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Birch Financial Group held 785 shares of Thermo Fisher Scientific worth $394K as of Q2 2026.
  • Birch Financial Group sold 379 Thermo Fisher Scientific shares in Q2 2026, an estimated $182K.
  • Thermo Fisher Scientific made up 0.2% of Birch Financial Group's portfolio in Q2 2026, its #89 holding.
  • Birch Financial Group first reported a position in Thermo Fisher Scientific in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Thermo Fisher Scientific position peaked at $729K in Q4 2025.
  • 1,619 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.