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Caldwell Trust’s Thermo Fisher Scientific TMO Stock Holding History

Caldwell Trust’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 		$836K Buy
1,701
+5
+0.3% +$2.71K 0.07% 176
2025
Q4 		$983K Sell
1,696
-2
-0.1% -$1.13K 0.09% 169
2025
Q3 		$824K Sell
1,698
-18
-1% -$8.38K 0.08% 179
2025
Q2 		$696K Buy
1,716
+333
+24% +$139K 0.07% 188
2025
Q1 		$688K Sell
1,383
-6
-0.4% -$3.25K 0.07% 187
2024
Q4 		$723K Sell
1,389
-111
-7% -$61K 0.08% 186
2024
Q3 		$928K Sell
1,500
-12
-0.8% -$7.1K 0.1% 170
2024
Q2 		$836K Buy
1,512
+691
+84% +$396K 0.09% 171
2024
Q1 		$477K Sell
821
-16
-2% -$8.98K 0.06% 225
2023
Q4 		$444K Sell
837
-91
-10% -$44K 0.06% 216
2023
Q3 		$470K Buy
928
+521
+128% +$278K 0.06% 204
2023
Q2 		$212K Buy
407
+116
+40% +$62.6K 0.03% 288
2023
Q1 		$168K Buy
291
+30
+11% +$16.9K 0.02% 302
2022
Q4 		$144K Hold
261
– – 0.02% 310
2022
Q3 		$132K Hold
261
– – 0.02% 318
2022
Q2 		$142K Buy
261
+57
+28% +$31.4K 0.02% 321
2022
Q1 		$120K Sell
204
-49
-19% -$28.1K 0.01% 347
2021
Q4 		$169K Buy
253
+4
+2% +$2.5K 0.02% 308
2021
Q3 		$142K Hold
249
– – 0.02% 317
2021
Q2 		$126K Hold
249
– – 0.02% 331
2021
Q1 		$114K Hold
249
– – 0.02% 327
2020
Q4 		$116K Hold
249
– – 0.02% 318
2020
Q3 		$110K Hold
249
– – 0.02% 313
2020
Q2 		$90.2K Hold
249
– – 0.02% 347
2020
Q1 		$70.6K Hold
249
– – 0.01% 371
2019
Q4 		$80.9K Buy
+249
New +$75.5K 0.01% 395

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caldwell Trust's TMO Position: Q1 2026 in Review

Caldwell Trust increased its Thermo Fisher Scientific (TMO) stake by 0.29% in Q1 2026, buying an estimated $2.71K and bringing the position to 1,701 shares worth $836K. The position accounts for 0.07% of the portfolio, ranked #176.

Caldwell Trust first reported a position in TMO in Q4 2019 and has held it in 26 quarters since. The position peaked at $983K in Q4 2025. 2,589 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Caldwell Trust held 1,701 shares of Thermo Fisher Scientific worth $836K as of Q1 2026.
  • Caldwell Trust bought 5 Thermo Fisher Scientific shares in Q1 2026, an estimated $2.71K.
  • Thermo Fisher Scientific made up 0.07% of Caldwell Trust's portfolio in Q1 2026, its #176 holding.
  • Caldwell Trust first reported a position in Thermo Fisher Scientific in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Thermo Fisher Scientific position peaked at $983K in Q4 2025.
  • 2,589 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.