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Davis Rea’s Thermo Fisher Scientific TMO Stock Holding History

Davis Rea’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 		$13.9M Buy
28,185
+653
+2% +$354K 3.61% 7
2025
Q4 		$16M Sell
27,532
-10,976
-29% -$6.21M 4% 6
2025
Q3 		$18.7M Sell
38,508
-4,786
-11% -$2.23M 4.54% 6
2025
Q2 		$17.6M Buy
43,294
+5,582
+15% +$2.33M 4.36% 6
2025
Q1 		$18.8M Buy
37,712
+8,452
+29% +$4.58M 5% 6
2024
Q4 		$15.2M Buy
29,260
+17,231
+143% +$9.47M 7.71% 3
2024
Q3 		$7.45M Sell
12,029
-4,972
-29% -$2.94M 3.24% 14
2024
Q2 		$9.41M Sell
17,001
-2,432
-13% -$1.39M 4.7% 9
2024
Q1 		$11.3M Sell
19,433
-427
-2% -$240K 5.15% 9
2023
Q4 		$10.5M Buy
19,860
+4,331
+28% +$2.1M 5.4% 6
2023
Q3 		$7.87M Buy
15,529
+19
+0.1% +$10.1K 4.26% 8
2023
Q2 		$8.1M Buy
15,510
+4,964
+47% +$2.68M 4.54% 7
2023
Q1 		$6.08M Sell
10,546
-180
-2% -$101K 3.67% 11
2022
Q4 		$5.91M Sell
10,726
-120
-1% -$63.6K 3.7% 11
2022
Q3 		$5.5M Sell
10,846
-10,874
-50% -$6.09M 3.53% 11
2022
Q2 		$11.8M Buy
21,720
+6,351
+41% +$3.5M 3.51% 10
2022
Q1 		$5.12M Buy
15,369
+7,766
+102% +$4.46M 2.48% 17
2021
Q4 		$5.08M Buy
7,603
+24
+0.3% +$15K 2.36% 18
2021
Q3 		$4.33M Buy
7,579
+10
+0.1% +$5.49K 2.12% 20
2021
Q2 		$3.82M Buy
7,569
+121
+2% +$57.1K 1.9% 21
2021
Q1 		$3.4M Buy
7,448
+664
+10% +$317K 1.82% 21
2020
Q4 		$3.16M Buy
6,784
+170
+3% +$79.7K 1.78% 24
2020
Q3 		$2.92M Buy
6,614
+87
+1% +$35.9K 1.96% 20
2020
Q2 		$2.37M Sell
6,527
-37
-0.6% -$12.4K 1.8% 22
2020
Q1 		$1.86M Buy
6,564
+155
+2% +$48.9K 1.8% 22
2019
Q4 		$2.08M Buy
6,409
+254
+4% +$77K 1.42% 26
2019
Q3 		$1.79M Buy
6,155
+1,244
+25% +$356K 1.31% 26
2019
Q2 		$1.44M Buy
+4,911
New +$1.35M 0.83% 36

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

Davis Rea's TMO Position: Q1 2026 in Review

Davis Rea increased its Thermo Fisher Scientific (TMO) stake by 2.4% in Q1 2026, buying an estimated $354K and bringing the position to 28,185 shares worth $13.9M. The position accounts for 3.61% of the portfolio, ranked #7.

Davis Rea first reported a position in TMO in Q2 2019 and has held it in 28 quarters since. The position peaked at $18.8M in Q1 2025. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Davis Rea held 28,185 shares of Thermo Fisher Scientific worth $13.9M as of Q1 2026.
  • Davis Rea bought 653 Thermo Fisher Scientific shares in Q1 2026, an estimated $354K.
  • Thermo Fisher Scientific made up 3.61% of Davis Rea's portfolio in Q1 2026, its #7 holding.
  • Davis Rea first reported a position in Thermo Fisher Scientific in Q2 2019 and has held it in 28 quarters since.
  • Davis Rea's Thermo Fisher Scientific position peaked at $18.8M in Q1 2025.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Davis Rea's 13F filing for Q1 2026, filed 30 Apr 2026.