EP Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.4M | Sell |
25,251
-1,069
| -4% | -$580K | 0.06% | 195 |
|
|
2025
Q4 | $15.3M | Buy |
+26,320
| New | +$14.9M | 0.08% | 158 |
|
|
2025
Q2 | $12.2M | Buy |
30,129
+12,567
| +72% | +$5.25M | 0.08% | 164 |
|
|
2025
Q1 | $8.74M | Buy |
17,562
+1,704
| +11% | +$923K | 0.07% | 162 |
|
|
2024
Q4 | $8.25M | Sell |
15,858
-378
| -2% | -$208K | 0.07% | 160 |
|
|
2024
Q3 | $10M | Buy |
16,236
+1,245
| +8% | +$737K | 0.09% | 145 |
|
|
2024
Q2 | $8.29M | Buy |
14,991
+816
| +6% | +$467K | 0.09% | 133 |
|
|
2024
Q1 | $8.24M | Buy |
14,175
+316
| +2% | +$177K | 0.1% | 123 |
|
|
2023
Q4 | $7.36M | Sell |
13,859
-3,667
| -21% | -$1.77M | 0.09% | 129 |
|
|
2023
Q3 | $8.87M | Buy |
17,526
+16,078
| +1,110% | +$8.57M | 0.14% | 109 |
|
|
2023
Q2 | $9.25M | Sell |
1,448
-284,949
| -99% | -$154M | 0.13% | 107 |
|
|
2023
Q1 | $30.5M | Buy |
286,397
+264,236
| +1,192% | +$149M | 0.52% | 48 |
|
|
2022
Q4 | $12.2M | Sell |
22,161
-648
| -3% | -$343K | 0.22% | 81 |
|
|
2022
Q3 | $11.6M | Buy |
22,809
+9,456
| +71% | +$5.29M | 0.26% | 72 |
|
|
2022
Q2 | $7.25M | Buy |
13,353
+1,276
| +11% | +$702K | 0.16% | 92 |
|
|
2022
Q1 | $7.13M | Buy |
12,077
+225
| +2% | +$129K | 0.16% | 88 |
|
|
2021
Q4 | $7.91M | Buy |
11,852
+134
| +1% | +$83.7K | 0.19% | 77 |
|
|
2021
Q3 | $6.7M | Sell |
11,718
-88
| -0.7% | -$48.3K | 0.18% | 76 |
|
|
2021
Q2 | $5.96M | Sell |
11,806
-608
| -5% | -$287K | 0.17% | 88 |
|
|
2021
Q1 | $5.67M | Buy |
12,414
+111
| +0.9% | +$53K | 0.18% | 87 |
|
|
2020
Q4 | $5.73M | Sell |
12,303
-562
| -4% | -$264K | 0.2% | 68 |
|
|
2020
Q3 | $5.68M | Sell |
12,865
-1,201
| -9% | -$496K | 0.24% | 59 |
|
|
2020
Q2 | $5.1M | Sell |
14,066
-1,137
| -7% | -$381K | 0.22% | 73 |
|
|
2020
Q1 | $4.31M | Sell |
15,203
-287
| -2% | -$90.5K | 0.21% | 78 |
|
|
2019
Q4 | $5.03M | Sell |
15,490
-1,040
| -6% | -$315K | 0.21% | 84 |
|
|
2019
Q3 | $4.82M | Buy |
16,530
+85
| +0.5% | +$24.3K | 0.24% | 71 |
|
|
2019
Q2 | $4.83M | Sell |
16,445
-236
| -1% | -$65K | 0.3% | 53 |
|
|
2019
Q1 | $4.57M | Buy |
16,681
+48
| +0.3% | +$11.9K | 0.44% | 45 |
|
|
2018
Q4 | $3.72M | Sell |
16,633
-1,403
| -8% | -$329K | 0.29% | 57 |
|
|
2018
Q3 | $4.4M | Buy |
18,036
+324
| +2% | +$74.5K | 0.34% | 50 |
|
|
2018
Q2 | $3.67M | Sell |
17,712
-73
| -0.4% | -$15.5K | 0.35% | 48 |
|
|
2018
Q1 | $3.67M | Buy |
+17,785
| New | +$3.73M | 0.35% | 50 |
|
Other funds holding TMO
VCM
EP Wealth Advisors's TMO Position: Q1 2026 in Review
EP Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 4.1% in Q1 2026, selling an estimated $580K and leaving 25,251 shares worth $12.4M. The position accounts for 0.06% of the portfolio, ranked #195.
EP Wealth Advisors first reported a position in TMO in Q1 2018 and has held it in 32 quarters since. The position peaked at $30.5M in Q1 2023. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.
- EP Wealth Advisors held 25,251 shares of Thermo Fisher Scientific worth $12.4M as of Q1 2026.
- EP Wealth Advisors sold 1,069 Thermo Fisher Scientific shares in Q1 2026, an estimated $580K.
- Thermo Fisher Scientific made up 0.06% of EP Wealth Advisors's portfolio in Q1 2026, its #195 holding.
- EP Wealth Advisors first reported a position in Thermo Fisher Scientific in Q1 2018 and has held it in 32 quarters since.
- EP Wealth Advisors's Thermo Fisher Scientific position peaked at $30.5M in Q1 2023.
- 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.