Capital Planning Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.46M | Sell |
2,976
-168
| -5% | -$91.2K | 0.21% | 65 |
|
|
2025
Q4 | $1.82M | Buy |
3,144
+28
| +0.9% | +$15.8K | 0.24% | 64 |
|
|
2025
Q3 | $1.51M | Sell |
3,116
-18
| -0.6% | -$8.38K | 0.21% | 70 |
|
|
2025
Q2 | $1.27M | Sell |
3,134
-198
| -6% | -$82.8K | 0.19% | 68 |
|
|
2025
Q1 | $1.66M | Sell |
3,332
-125
| -4% | -$67.7K | 0.26% | 60 |
|
|
2024
Q4 | $1.8M | Sell |
3,457
-7,299
| -68% | -$4.01M | 0.28% | 60 |
|
|
2024
Q3 | $6.65M | Buy |
10,756
+109
| +1% | +$64.5K | 1% | 26 |
|
|
2024
Q2 | $5.89M | Buy |
10,647
+101
| +1% | +$57.9K | 1.01% | 26 |
|
|
2024
Q1 | $6.13M | Sell |
10,546
-149
| -1% | -$83.6K | 1.08% | 25 |
|
|
2023
Q4 | $5.68M | Buy |
10,695
+146
| +1% | +$70.7K | 1.07% | 22 |
|
|
2023
Q3 | $5.34M | Sell |
10,549
-92
| -0.9% | -$49K | 1.11% | 23 |
|
|
2023
Q2 | $5.55M | Buy |
10,641
+18
| +0.2% | +$9.71K | 1.13% | 23 |
|
|
2023
Q1 | $6.12M | Sell |
10,623
-633
| -6% | -$357K | 1.3% | 19 |
|
|
2022
Q4 | $6.2M | Sell |
11,256
-171
| -1% | -$90.6K | 1.47% | 21 |
|
|
2022
Q3 | $5.8M | Buy |
11,427
+29
| +0.3% | +$16.2K | 1.56% | 20 |
|
|
2022
Q2 | $6.19M | Buy |
11,398
+39
| +0.3% | +$21.5K | 1.64% | 19 |
|
|
2022
Q1 | $6.71M | Sell |
11,359
-227
| -2% | -$130K | 1.43% | 19 |
|
|
2021
Q4 | $7.73M | Buy |
11,586
+19
| +0.2% | +$11.9K | 1.47% | 18 |
|
|
2021
Q3 | $6.61M | Sell |
11,567
-158
| -1% | -$86.7K | 1.37% | 17 |
|
|
2021
Q2 | $5.92M | Sell |
11,725
-356
| -3% | -$168K | 1.21% | 20 |
|
|
2021
Q1 | $5.51M | Sell |
12,081
-788
| -6% | -$376K | 1.24% | 22 |
|
|
2020
Q4 | $5.99M | Sell |
12,869
-717
| -5% | -$336K | 1.47% | 19 |
|
|
2020
Q3 | $6M | Buy |
13,586
+161
| +1% | +$66.5K | 1.64% | 17 |
|
|
2020
Q2 | $4.86M | Buy |
13,425
+130
| +1% | +$43.6K | 1.45% | 21 |
|
|
2020
Q1 | $3.77M | Sell |
13,295
-186
| -1% | -$58.7K | 1.41% | 20 |
|
|
2019
Q4 | $4.38M | Buy |
13,481
+59
| +0.4% | +$17.9K | 1.15% | 29 |
|
|
2019
Q3 | $3.91M | Sell |
13,422
-560
| -4% | -$160K | 1.14% | 27 |
|
|
2019
Q2 | $4.11M | Buy |
13,982
+59
| +0.4% | +$16.3K | 1.21% | 24 |
|
|
2019
Q1 | $3.81M | Buy |
13,923
+246
| +2% | +$61.2K | 1.16% | 26 |
|
|
2018
Q4 | $3.06M | Buy |
13,677
+1,671
| +14% | +$392K | 1.11% | 27 |
|
|
2018
Q3 | $2.93M | Buy |
12,006
+2,324
| +24% | +$535K | 0.94% | 35 |
|
|
2018
Q2 | $2.01M | Buy |
9,682
+647
| +7% | +$137K | 0.91% | 37 |
|
|
2018
Q1 | $1.86M | Buy |
9,035
+299
| +3% | +$62.8K | 0.66% | 46 |
|
|
2017
Q4 | $1.66M | Buy |
8,736
+7,456
| +583% | +$1.43M | 0.58% | 49 |
|
|
2017
Q3 | $242K | Buy |
1,280
+30
| +2% | +$5.43K | 0.09% | 118 |
|
|
2017
Q2 | $218K | Buy |
+1,250
| New | +$210K | 0.1% | 123 |
|
|
2015
Q2 | – | Sell |
-1,500
| Closed | -$202K | – | 112 |
|
|
2015
Q1 | $202K | Buy |
+1,500
| New | +$193K | 0.14% | 99 |
|
Other funds holding TMO
VCM
Capital Planning Advisors's TMO Position: Q1 2026 in Review
Capital Planning Advisors reduced its Thermo Fisher Scientific (TMO) stake by 5.3% in Q1 2026, selling an estimated $91.2K and leaving 2,976 shares worth $1.46M. The position accounts for 0.21% of the portfolio, ranked #65.
Capital Planning Advisors first reported a position in TMO in Q1 2015 and has held it in 37 quarters since. The position peaked at $7.73M in Q4 2021. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.
- Capital Planning Advisors held 2,976 shares of Thermo Fisher Scientific worth $1.46M as of Q1 2026.
- Capital Planning Advisors sold 168 Thermo Fisher Scientific shares in Q1 2026, an estimated $91.2K.
- Thermo Fisher Scientific made up 0.21% of Capital Planning Advisors's portfolio in Q1 2026, its #65 holding.
- Capital Planning Advisors first reported a position in Thermo Fisher Scientific in Q1 2015 and has held it in 37 quarters since.
- Capital Planning Advisors's Thermo Fisher Scientific position peaked at $7.73M in Q4 2021.
- 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.
Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.