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Estate Planners Group’s Thermo Fisher Scientific TMO Stock Holding History

Estate Planners 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 		– Sell
-5
Closed -$2.91K – 376
2025
Q4 		$2.91K Buy
+5
New +$2.83K ﹤0.01% 380

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Estate Planners Group's TMO Position: Q1 2026 in Review

Estate Planners Group sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 5 shares — an estimated $2.91K sold.

Estate Planners Group first reported a position in TMO in Q4 2025 and held it in 1 quarter. The position peaked at $2.91K in Q4 2025. 2,600 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Estate Planners Group reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 5 Thermo Fisher Scientific shares in Q1 2026, an estimated $2.91K.
  • Estate Planners Group first reported a position in Thermo Fisher Scientific in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Thermo Fisher Scientific position peaked at $2.91K in Q4 2025.
  • 2,600 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.