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Burkett Asset Management’s Thermo Fisher Scientific TMO Stock Holding History

Burkett Asset Management’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 		– Sell
-420
Closed -$243K – 67
2025
Q4 		$243K Buy
+420
New +$238K 0.25% 54

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Burkett Asset Management's TMO Position: Q1 2026 in Review

Burkett Asset Management sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 420 shares — an estimated $243K sold.

Burkett Asset Management first reported a position in TMO in Q4 2025 and held it in 1 quarter. The position peaked at $243K in Q4 2025. 2,600 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Burkett Asset Management reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
  • Burkett Asset Management sold 420 Thermo Fisher Scientific shares in Q1 2026, an estimated $243K.
  • Burkett Asset Management first reported a position in Thermo Fisher Scientific in Q4 2025 and held it in 1 quarter.
  • Burkett Asset Management's Thermo Fisher Scientific position peaked at $243K in Q4 2025.
  • 2,600 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Burkett Asset Management's 13F filing for Q1 2026, filed 5 May 2026.