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Capital Advisors Inc’s Thermo Fisher Scientific TMO Stock Holding History

Capital Advisors Inc’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 		$483K Sell
964
-187
-16% -$89.8K 0.01% 240
2026
Q1 		$566K Buy
1,151
+10
+0.9% +$5.43K 0.01% 213
2025
Q4 		$661K Buy
+1,141
New +$645K 0.01% 192
2025
Q3 		– Sell
-100,222
Closed -$40.6M – 362
2025
Q2 		$40.6M Sell
100,222
-102
-0.1% -$42.6K 0.73% 56
2025
Q1 		$49.9M Buy
100,324
+830
+0.8% +$450K 0.99% 34
2024
Q4 		$51.8M Sell
99,494
-427
-0.4% -$235K 1.03% 33
2024
Q3 		$61.8M Buy
99,921
+4,947
+5% +$2.93M 1.24% 23
2024
Q2 		$52.5M Buy
94,974
+383
+0.4% +$219K 1.09% 26
2024
Q1 		$55M Sell
94,591
-552
-0.6% -$310K 1.18% 21
2023
Q4 		$50.5M Buy
95,143
+5,741
+6% +$2.78M 1.13% 27
2023
Q3 		$45.3M Buy
89,402
+3,945
+5% +$2.1M 1.19% 28
2023
Q2 		$44.6M Buy
85,457
+6,509
+8% +$3.51M 1.13% 29
2023
Q1 		$45.5M Buy
78,948
+2,351
+3% +$1.33M 1.22% 24
2022
Q4 		$42.2M Buy
76,597
+870
+1% +$461K 1.2% 28
2022
Q3 		$38.1M Sell
75,727
-963
-1% -$539K 1.18% 26
2022
Q2 		$41.7M Buy
76,690
+705
+0.9% +$388K 1.25% 24
2022
Q1 		$44.9M Sell
75,985
-271
-0.4% -$156K 1.23% 24
2021
Q4 		$50.9M Sell
76,256
-5,481
-7% -$3.42M 1.36% 17
2021
Q3 		$46.7M Buy
81,737
+3,912
+5% +$2.15M 1.39% 17
2021
Q2 		$39.3M Buy
77,825
+4,176
+6% +$1.97M 1.18% 23
2021
Q1 		$33.6M Buy
73,649
+122
+0.2% +$58.2K 1.1% 27
2020
Q4 		$34.2M Buy
73,527
+2,867
+4% +$1.34M 1.22% 19
2020
Q3 		$31.2M Buy
70,660
+1,917
+3% +$792K 1.26% 19
2020
Q2 		$28.6M Buy
68,743
+4,245
+7% +$1.42M 1.19% 22
2020
Q1 		$18.3M Buy
64,498
+12,936
+25% +$4.08M 0.99% 35
2019
Q4 		$16.8M Buy
51,562
+9,464
+22% +$2.87M 0.73% 48
2019
Q3 		$12.4M Hold
42,098
– – 0.61% 53
2019
Q2 		$12.4M Buy
42,098
+23,553
+127% +$6.49M 0.61% 53
2019
Q1 		$5.08M Buy
+18,545
New +$4.62M 0.54% 34

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 $3.37T AUM 44.26% 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

Capital Advisors Inc's TMO Position: Q2 2026 in Review

Capital Advisors Inc reduced its Thermo Fisher Scientific (TMO) stake by 16% in Q2 2026, selling an estimated $89.8K and leaving 964 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #240.

Capital Advisors Inc first reported a position in TMO in Q1 2019 and has held it in 29 quarters since. The position peaked at $61.8M in Q3 2024. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Capital Advisors Inc held 964 shares of Thermo Fisher Scientific worth $483K as of Q2 2026.
  • Capital Advisors Inc sold 187 Thermo Fisher Scientific shares in Q2 2026, an estimated $89.8K.
  • Thermo Fisher Scientific made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #240 holding.
  • Capital Advisors Inc first reported a position in Thermo Fisher Scientific in Q1 2019 and has held it in 29 quarters since.
  • Capital Advisors Inc's Thermo Fisher Scientific position peaked at $61.8M in Q3 2024.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.