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Charter Oak Capital Management’s Thermo Fisher Scientific TMO Stock Holding History

Charter Oak Capital Management’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 		$703K Sell
1,430
-286
-17% -$155K 0.05% 101
2025
Q4 		$994K Sell
1,716
-268
-14% -$152K 0.08% 88
2025
Q3 		$962K Buy
1,984
+5
+0.3% +$2.33K 0.08% 82
2025
Q2 		$803K Sell
1,979
-32
-2% -$13.4K 0.07% 89
2025
Q1 		$1M Buy
2,011
+1,422
+241% +$770K 0.09% 74
2024
Q4 		$306K Buy
589
+11
+2% +$6.05K 0.03% 141
2024
Q3 		$358K Buy
578
+23
+4% +$13.6K 0.03% 131
2024
Q2 		$307K Sell
555
-10
-2% -$5.73K 0.03% 139
2024
Q1 		$328K Buy
565
+10
+2% +$5.61K 0.04% 142
2023
Q4 		$294K Hold
555
– – 0.04% 143
2023
Q3 		$281K Sell
555
-16
-3% -$8.53K 0.04% 150
2023
Q2 		$298K Buy
571
+14
+3% +$7.55K 0.04% 148
2023
Q1 		$321K Buy
557
+3
+0.5% +$1.69K 0.04% 134
2022
Q4 		$305K Sell
554
-8
-1% -$4.24K 0.05% 136
2022
Q3 		$285K Sell
562
-82
-13% -$45.9K 0.05% 132
2022
Q2 		$350K Buy
644
+1
+0.2% +$550 0.05% 132
2022
Q1 		$380K Buy
643
+50
+8% +$28.7K 0.05% 135
2021
Q4 		$396K Sell
593
-3
-0.5% -$1.87K 0.05% 133
2021
Q3 		$341K Sell
596
-25
-4% -$13.7K 0.04% 135
2021
Q2 		$313K Hold
621
– – 0.04% 138
2021
Q1 		$283K Sell
621
-15
-2% -$7.16K 0.04% 144
2020
Q4 		$296K Buy
+636
New +$298K 0.04% 133

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

Charter Oak Capital Management's TMO Position: Q1 2026 in Review

Charter Oak Capital Management reduced its Thermo Fisher Scientific (TMO) stake by 17% in Q1 2026, selling an estimated $155K and leaving 1,430 shares worth $703K. The position accounts for 0.05% of the portfolio, ranked #101.

Charter Oak Capital Management first reported a position in TMO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1M in Q1 2025. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Charter Oak Capital Management held 1,430 shares of Thermo Fisher Scientific worth $703K as of Q1 2026.
  • Charter Oak Capital Management sold 286 Thermo Fisher Scientific shares in Q1 2026, an estimated $155K.
  • Thermo Fisher Scientific made up 0.05% of Charter Oak Capital Management's portfolio in Q1 2026, its #101 holding.
  • Charter Oak Capital Management first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's Thermo Fisher Scientific position peaked at $1M in Q1 2025.
  • 2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.