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Crestwood Advisors Group’s Thermo Fisher Scientific TMO Stock Holding History

Crestwood Advisors 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 		$45.9M Sell
93,303
-2,855
-3% -$1.55M 0.77% 38
2025
Q4 		$55.7M Sell
96,158
-3,635
-4% -$2.06M 0.93% 30
2025
Q3 		$48.4M Buy
99,793
+4,484
+5% +$2.09M 0.82% 36
2025
Q2 		$38.6M Sell
95,309
-17,520
-16% -$7.33M 0.69% 45
2025
Q1 		$56.1M Sell
112,829
-6,929
-6% -$3.75M 1.07% 29
2024
Q4 		$62.3M Sell
119,758
-2,727
-2% -$1.5M 1.17% 26
2024
Q3 		$75.8M Buy
122,485
+1,713
+1% +$1.01M 1.45% 18
2024
Q2 		$66.8M Buy
120,772
+2,937
+2% +$1.68M 1.38% 22
2024
Q1 		$68.5M Buy
117,835
+7,233
+7% +$4.06M 1.5% 20
2023
Q4 		$58.7M Buy
110,602
+871
+0.8% +$422K 1.37% 24
2023
Q3 		$55.5M Buy
109,731
+54,650
+99% +$29.1M 1.46% 22
2023
Q2 		$28.7M Buy
55,081
+22,306
+68% +$12M 0.9% 41
2023
Q1 		$18.9M Buy
32,775
+29,615
+937% +$16.7M 0.63% 51
2022
Q4 		$1.74M Sell
3,160
-169
-5% -$89.6K 0.06% 117
2022
Q3 		$1.69M Sell
3,329
-362
-10% -$203K 0.06% 119
2022
Q2 		$2M Buy
3,691
+337
+10% +$185K 0.07% 116
2022
Q1 		$1.98M Sell
3,354
-21
-0.6% -$12.1K 0.06% 119
2021
Q4 		$2.25M Buy
3,375
+355
+12% +$222K 0.06% 118
2021
Q3 		$1.73M Buy
3,020
+51
+2% +$28K 0.05% 127
2021
Q2 		$1.5M Hold
2,969
– – 0.04% 132
2021
Q1 		$1.35M Sell
2,969
-138
-4% -$65.9K 0.04% 132
2020
Q4 		$1.45M Buy
3,107
+44
+1% +$20.6K 0.05% 129
2020
Q3 		$1.35M Buy
3,063
+14
+0.5% +$5.78K 0.05% 116
2020
Q2 		$1.1M Sell
3,049
-3
-0.1% -$1.01K 0.04% 118
2020
Q1 		$866K Sell
3,052
-151
-5% -$47.6K 0.04% 125
2019
Q4 		$1.04M Sell
3,203
-63
-2% -$19.1K 0.04% 133
2019
Q3 		$951K Buy
3,266
+1,314
+67% +$376K 0.04% 132
2019
Q2 		$573K Buy
1,952
+445
+30% +$123K 0.03% 154
2019
Q1 		$412K Buy
1,507
+207
+16% +$51.5K 0.03% 121
2018
Q4 		$291K Hold
1,300
– – 0.02% 132
2018
Q3 		$317K Sell
1,300
-28
-2% -$6.44K 0.02% 127
2018
Q2 		$306K Sell
1,328
-329
-20% -$69.8K 0.02% 129
2018
Q1 		$342K Sell
1,657
-519
-24% -$109K 0.03% 126
2017
Q4 		$413K Buy
2,176
+71
+3% +$13.6K 0.03% 121
2017
Q3 		$398K Sell
2,105
-95
-4% -$17.2K 0.03% 112
2017
Q2 		$387K Sell
2,200
-124
-5% -$20.8K 0.03% 109
2017
Q1 		$389K Sell
2,324
-316
-12% -$48.3K 0.03% 105
2016
Q4 		$373K Sell
2,640
-301
-10% -$44.4K 0.04% 110
2016
Q3 		$468K Sell
2,941
-50
-2% -$7.71K 0.06% 79
2016
Q2 		$442K Sell
2,991
-374
-11% -$55.2K 0.05% 86
2016
Q1 		$476K Sell
3,365
-535
-14% -$71.7K 0.06% 89
2015
Q4 		$553K Buy
+3,900
New +$520K 0.07% 91

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

Crestwood Advisors Group's TMO Position: Q1 2026 in Review

Crestwood Advisors Group reduced its Thermo Fisher Scientific (TMO) stake by 3% in Q1 2026, selling an estimated $1.55M and leaving 93,303 shares worth $45.9M. The position accounts for 0.77% of the portfolio, ranked #38.

Crestwood Advisors Group first reported a position in TMO in Q4 2015 and has held it in 42 quarters since. The position peaked at $75.8M in Q3 2024. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Crestwood Advisors Group held 93,303 shares of Thermo Fisher Scientific worth $45.9M as of Q1 2026.
  • Crestwood Advisors Group sold 2,855 Thermo Fisher Scientific shares in Q1 2026, an estimated $1.55M.
  • Thermo Fisher Scientific made up 0.77% of Crestwood Advisors Group's portfolio in Q1 2026, its #38 holding.
  • Crestwood Advisors Group first reported a position in Thermo Fisher Scientific in Q4 2015 and has held it in 42 quarters since.
  • Crestwood Advisors Group's Thermo Fisher Scientific position peaked at $75.8M in Q3 2024.
  • 2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.