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Charles Schwab Trust’s Thermo Fisher Scientific TMO Stock Holding History

Charles Schwab 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 		– Sell
-521
Closed -$302K – 181
2025
Q4 		$302K Sell
521
-127
-20% -$71.8K 0.02% 151
2025
Q3 		$314K Sell
648
-25
-4% -$11.6K 0.02% 152
2025
Q2 		$273K Buy
673
+225
+50% +$94.1K 0.02% 154
2025
Q1 		$223K Sell
448
-108
-19% -$58.5K 0.02% 165
2024
Q4 		$289K Buy
556
+113
+26% +$62.1K 0.02% 138
2024
Q3 		$274K Hold
443
– – 0.02% 134
2024
Q2 		$245K Buy
443
+65
+17% +$37.2K 0.02% 140
2024
Q1 		$220K Sell
378
-106
-22% -$59.5K 0.02% 147
2023
Q4 		$257K Buy
+484
New +$234K 0.03% 151
2023
Q1 		– Sell
-605
Closed -$333K – 151
2022
Q4 		$333K Hold
605
– – 0.04% 124
2022
Q3 		$307K Hold
605
– – 0.05% 124
2022
Q2 		$329K Sell
605
-5
-0.8% -$2.75K 0.07% 117
2022
Q1 		$360K Sell
610
-134
-18% -$77K 0.06% 121
2021
Q4 		$496K Hold
744
– – 0.08% 111
2021
Q3 		$425K Buy
744
+45
+6% +$24.7K 0.08% 132
2021
Q2 		$353K Buy
699
+94
+16% +$44.4K 0.07% 153
2021
Q1 		$276K Hold
605
– – 0.06% 161
2020
Q4 		$282K Hold
605
– – 0.07% 152
2020
Q3 		$267K Buy
605
+34
+6% +$14K 0.08% 130
2020
Q2 		$207K Sell
571
-200
-26% -$67K 0.07% 139
2020
Q1 		$219K Sell
771
-84
-10% -$26.5K 0.09% 126
2019
Q4 		$278K Hold
855
– – 0.11% 137
2019
Q3 		$246K Buy
+855
New +$245K 0.11% 128

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

Charles Schwab Trust's TMO Position: Q1 2026 in Review

Charles Schwab Trust sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 521 shares — an estimated $302K sold.

Charles Schwab Trust first reported a position in TMO in Q3 2019 and held it in 23 quarters. The position peaked at $496K in Q4 2021. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Charles Schwab Trust reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
  • Charles Schwab Trust sold 521 Thermo Fisher Scientific shares in Q1 2026, an estimated $302K.
  • Charles Schwab Trust first reported a position in Thermo Fisher Scientific in Q3 2019 and held it in 23 quarters.
  • Charles Schwab Trust's Thermo Fisher Scientific position peaked at $496K in Q4 2021.
  • 2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Charles Schwab Trust's 13F filing for Q1 2026, filed 10 Apr 2026.