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Concord Wealth Partners’s Thermo Fisher Scientific TMO Stock Holding History

Concord Wealth Partners’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
Q2 		$325K Buy
649
+97
+18% +$46.6K 0.04% 176
2026
Q1 		$271K Buy
552
+471
+581% +$256K 0.04% 173
2025
Q4 		$46.9K Hold
81
– – 0.01% 334
2025
Q3 		$39.3K Sell
81
-32
-28% -$14.9K 0.01% 373
2025
Q2 		$45.8K Buy
113
+32
+40% +$13.4K 0.01% 354
2025
Q1 		$40.3K Sell
81
-9
-10% -$4.87K 0.01% 347
2024
Q4 		$46.8K Sell
90
-3
-3% -$1.65K 0.01% 340
2024
Q3 		$57.5K Buy
93
+8
+9% +$4.74K 0.01% 317
2024
Q2 		$47K Sell
85
-53
-38% -$30.4K 0.01% 319
2024
Q1 		$80.2K Sell
138
-164
-54% -$92K 0.01% 291
2023
Q4 		$160K Sell
302
-582
-66% -$282K 0.03% 222
2023
Q3 		$447K Buy
884
+80
+10% +$42.6K 0.1% 131
2023
Q2 		$420K Buy
804
+274
+52% +$148K 0.09% 125
2023
Q1 		$305K Buy
530
+52
+11% +$29.3K 0.09% 115
2022
Q4 		$263K Sell
478
-269
-36% -$143K 0.08% 135
2022
Q3 		$379K Sell
747
-19
-2% -$10.6K 0.12% 110
2022
Q2 		$416K Buy
766
+124
+19% +$68.3K 0.11% 115
2022
Q1 		$379K Buy
642
+32
+5% +$18.4K 0.1% 122
2021
Q4 		$407K Buy
610
+343
+128% +$214K 0.1% 115
2021
Q3 		$153K Sell
267
-264
-50% -$145K 0.06% 106
2021
Q2 		$268K Buy
531
+63
+13% +$29.7K 0.08% 110
2021
Q1 		$214K Buy
468
+343
+274% +$164K 0.07% 125
2020
Q4 		$58K Buy
+125
New +$58.6K 0.04% 189

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Concord Wealth Partners's TMO Position: Q2 2026 in Review

Concord Wealth Partners increased its Thermo Fisher Scientific (TMO) stake by 18% in Q2 2026, buying an estimated $46.6K and bringing the position to 649 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #176.

Concord Wealth Partners first reported a position in TMO in Q4 2020 and has held it in 23 quarters since. The position peaked at $447K in Q3 2023. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Concord Wealth Partners held 649 shares of Thermo Fisher Scientific worth $325K as of Q2 2026.
  • Concord Wealth Partners bought 97 Thermo Fisher Scientific shares in Q2 2026, an estimated $46.6K.
  • Thermo Fisher Scientific made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #176 holding.
  • Concord Wealth Partners first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Thermo Fisher Scientific position peaked at $447K in Q3 2023.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.