Capital Wealth Planning’s Thermo Fisher Scientific TMO Stock Holding History

Capital Wealth Planning’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
2023 Q1	–	Sell	-2,051	Closed	-$1.13M	–	157
2022 Q4	$1.13M	Buy	2,051 +873	+74%	+$463K	0.02%	53
2022 Q3	$597K	Buy	1,178 +246	+26%	+$138K	0.01%	65
2022 Q2	$506K	Sell	932 -53	-5%	-$29.2K	0.01%	65
2022 Q1	$582K	Sell	985 -127	-11%	-$73K	0.01%	66
2021 Q4	$742K	Buy	1,112 +316	+40%	+$197K	0.02%	58
2021 Q3	$455K	Sell	796 -211	-21%	-$116K	0.01%	79
2021 Q2	$508K	Sell	1,007 -11	-1%	-$5.19K	0.01%	76
2021 Q1	$465K	Buy	1,018 +525	+106%	+$251K	0.02%	71
2020 Q4	$254K	Sell	493 -1,038	-68%	-$487K	0.01%	93
2020 Q3	$676K	Sell	1,531 -209	-12%	-$86.3K	0.03%	57
2020 Q2	$630K	Sell	1,740 -3,006	-63%	-$1.01M	0.04%	64
2020 Q1	$1.35M	Buy	4,746 +1,111	+31%	+$350K	0.08%	59
2019 Q4	$1.18M	Sell	3,635 -597	-14%	-$181K	0.07%	79
2019 Q3	$1.24M	Buy	4,232 +190	+5%	+$54.4K	0.08%	78
2019 Q2	$1.19M	Buy	+4,042	New	+$1.11M	0.09%	68
2015 Q4	–	Sell	-14,300	Closed	-$1.75M	–	107
2015 Q3	$1.75M	Hold	14,300	–	–	1.39%	19
2015 Q2	$1.86M	Hold	14,300	–	–	1.11%	20
2015 Q1	$1.92M	Hold	14,300	–	–	1%	22
2014 Q4	$1.79M	Hold	14,300	–	–	0.84%	21
2014 Q3	$1.74M	Hold	14,300	–	–	0.71%	33
2014 Q2	$1.69M	Hold	14,300	–	–	0.62%	32
2014 Q1	$1.72M	Buy	+14,300	New	+$1.7M	0.74%	28

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital Wealth Planning's TMO Position: Q1 2023 in Review

Capital Wealth Planning sold out of Thermo Fisher Scientific (TMO) in Q1 2023, closing a stake of 2,051 shares — an estimated $1.13M sold.

Capital Wealth Planning first reported a position in TMO in Q1 2014 and held it in 22 quarters. The position peaked at $1.92M in Q1 2015. 2,386 funds tracked by Wall St. Rank hold TMO as of Q1 2023.

Capital Wealth Planning reported no remaining Thermo Fisher Scientific position as of Q1 2023 after selling out during the quarter.
Capital Wealth Planning sold 2,051 Thermo Fisher Scientific shares in Q1 2023, an estimated $1.13M.
Capital Wealth Planning first reported a position in Thermo Fisher Scientific in Q1 2014 and held it in 22 quarters.
Capital Wealth Planning's Thermo Fisher Scientific position peaked at $1.92M in Q1 2015.
2,386 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2023.

Based on Capital Wealth Planning's 13F filing for Q1 2023, filed 4 May 2023.