CWAG
TMO icon

Compton Wealth Advisory Group’s Thermo Fisher Scientific TMO Stock Holding History

Compton Wealth Advisory Group’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 		$691K Sell
1,397
-552
-28% -$300K 0.15% 63
2025
Q4 		$1.13M Sell
1,949
-7
-0.4% -$3.96K 0.25% 55
2025
Q3 		$949K Buy
1,956
+192
+11% +$89.4K 0.22% 55
2025
Q2 		$715K Sell
1,764
-262
-13% -$110K 0.18% 57
2025
Q1 		$1.01M Sell
2,026
-112
-5% -$60.7K 0.28% 52
2024
Q4 		$1.11M Buy
2,138
+66
+3% +$36.3K 0.29% 54
2024
Q3 		$1.28M Buy
2,072
+28
+1% +$16.6K 0.32% 54
2024
Q2 		$1.13M Buy
2,044
+7
+0.3% +$4.01K 0.3% 54
2024
Q1 		$1.18M Buy
2,037
+22
+1% +$12.3K 0.32% 55
2023
Q4 		$1.07M Buy
2,015
+309
+18% +$150K 0.34% 51
2023
Q3 		$864K Hold
1,706
– – 0.3% 58
2023
Q2 		$890K Sell
1,706
-56
-3% -$30.2K 0.3% 57
2023
Q1 		$1.02M Sell
1,762
-11
-0.6% -$6.2K 0.35% 53
2022
Q4 		$976K Sell
1,773
-15
-0.8% -$7.95K 0.38% 53
2022
Q3 		$907K Sell
1,788
-7
-0.4% -$3.92K 0.39% 54
2022
Q2 		$975K Buy
1,795
+104
+6% +$57.2K 0.42% 53
2022
Q1 		$999K Buy
1,691
+120
+8% +$68.9K 0.39% 56
2021
Q4 		$1.05M Buy
1,571
+29
+2% +$18.1K 0.45% 52
2021
Q3 		$881K Sell
1,542
-28
-2% -$15.4K 0.41% 50
2021
Q2 		$792K Buy
1,570
+10
+0.6% +$4.72K 0.37% 51
2021
Q1 		$712K Buy
1,560
+708
+83% +$338K 0.41% 48
2020
Q4 		$397K Buy
+852
New +$399K 0.25% 63

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

Compton Wealth Advisory Group's TMO Position: Q1 2026 in Review

Compton Wealth Advisory Group reduced its Thermo Fisher Scientific (TMO) stake by 28% in Q1 2026, selling an estimated $300K and leaving 1,397 shares worth $691K. The position accounts for 0.15% of the portfolio, ranked #63.

Compton Wealth Advisory Group first reported a position in TMO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.28M in Q3 2024. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Compton Wealth Advisory Group held 1,397 shares of Thermo Fisher Scientific worth $691K as of Q1 2026.
  • Compton Wealth Advisory Group sold 552 Thermo Fisher Scientific shares in Q1 2026, an estimated $300K.
  • Thermo Fisher Scientific made up 0.15% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #63 holding.
  • Compton Wealth Advisory Group first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 22 quarters since.
  • Compton Wealth Advisory Group's Thermo Fisher Scientific position peaked at $1.28M in Q3 2024.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.