Evercore Wealth Management’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
Q2 | $133M | Sell |
265,163
-1,590
| -0.6% | -$763K | 1.88% | 17 |
|
|
2026
Q1 | $131M | Sell |
266,753
-8,002
| -3% | -$4.34M | 2.06% | 17 |
|
|
2025
Q4 | $159M | Sell |
274,755
-5,543
| -2% | -$3.13M | 2.33% | 13 |
|
|
2025
Q3 | $136M | Sell |
280,298
-3,904
| -1% | -$1.82M | 1.99% | 15 |
|
|
2025
Q2 | $115M | Sell |
284,202
-5,492
| -2% | -$2.3M | 1.79% | 18 |
|
|
2025
Q1 | $144M | Sell |
289,694
-8,389
| -3% | -$4.54M | 2.32% | 15 |
|
|
2024
Q4 | $155M | Sell |
298,083
-911
| -0.3% | -$501K | 2.32% | 14 |
|
|
2024
Q3 | $185M | Sell |
298,994
-3,333
| -1% | -$1.97M | 2.77% | 9 |
|
|
2024
Q2 | $167M | Sell |
302,327
-3,317
| -1% | -$1.9M | 2.63% | 10 |
|
|
2024
Q1 | $178M | Buy |
305,644
+913
| +0.3% | +$512K | 2.78% | 10 |
|
|
2023
Q4 | $162M | Sell |
304,731
-1,483
| -0.5% | -$718K | 2.71% | 8 |
|
|
2023
Q3 | $155M | Sell |
306,214
-1,411
| -0.5% | -$752K | 2.9% | 7 |
|
|
2023
Q2 | $161M | Buy |
307,625
+409
| +0.1% | +$221K | 2.94% | 5 |
|
|
2023
Q1 | $177M | Sell |
307,216
-2,373
| -0.8% | -$1.34M | 3.53% | 3 |
|
|
2022
Q4 | $170M | Buy |
309,589
+689
| +0.2% | +$365K | 3.57% | 4 |
|
|
2022
Q3 | $157M | Sell |
308,900
-152
| -0% | -$85.1K | 3.53% | 4 |
|
|
2022
Q2 | $168M | Sell |
309,052
-19,420
| -6% | -$10.7M | 3.54% | 4 |
|
|
2022
Q1 | $194M | Buy |
328,472
+9
| +0% | +$5.17K | 3.43% | 5 |
|
|
2021
Q4 | $219M | Sell |
328,463
-2,504
| -0.8% | -$1.56M | 3.56% | 3 |
|
|
2021
Q3 | $189M | Sell |
330,967
-6,927
| -2% | -$3.8M | 3.42% | 4 |
|
|
2021
Q2 | $170M | Buy |
337,894
+2,046
| +0.6% | +$965K | 3.12% | 4 |
|
|
2021
Q1 | $153M | Sell |
335,848
-4,387
| -1% | -$2.09M | 3.04% | 5 |
|
|
2020
Q4 | $158M | Sell |
340,235
-1,558
| -0.5% | -$731K | 3.41% | 5 |
|
|
2020
Q3 | $151M | Sell |
341,793
-5,597
| -2% | -$2.31M | 3.69% | 5 |
|
|
2020
Q2 | $126M | Sell |
347,390
-3,716
| -1% | -$1.25M | 3.36% | 5 |
|
|
2020
Q1 | $99.6M | Buy |
351,106
+4,701
| +1% | +$1.48M | 3.28% | 5 |
|
|
2019
Q4 | $113M | Buy |
346,405
+22
| +0% | +$6.67K | 3.03% | 4 |
|
|
2019
Q3 | $101M | Buy |
346,383
+4,467
| +1% | +$1.28M | 2.96% | 6 |
|
|
2019
Q2 | $100M | Buy |
341,916
+1,428
| +0.4% | +$393K | 3.05% | 5 |
|
|
2019
Q1 | $93.2M | Buy |
340,488
+7,598
| +2% | +$1.89M | 3% | 5 |
|
|
2018
Q4 | $74.5M | Buy |
332,890
+2,885
| +0.9% | +$677K | 2.81% | 6 |
|
|
2018
Q3 | $80.5M | Sell |
330,005
-74
| -0% | -$17K | 2.58% | 7 |
|
|
2018
Q2 | $68.4M | Buy |
330,079
+16,055
| +5% | +$3.41M | 2.34% | 8 |
|
|
2018
Q1 | $64.8M | Sell |
314,024
-5,883
| -2% | -$1.23M | 2.48% | 8 |
|
|
2017
Q4 | $60.7M | Sell |
319,907
-2,589
| -0.8% | -$496K | 2.26% | 9 |
|
|
2017
Q3 | $61M | Sell |
322,496
-5,922
| -2% | -$1.07M | 2.38% | 6 |
|
|
2017
Q2 | $57.3M | Sell |
328,418
-4,013
| -1% | -$674K | 2.21% | 10 |
|
|
2017
Q1 | $51.1M | Buy |
332,431
+11,757
| +4% | +$1.8M | 2% | 13 |
|
|
2016
Q4 | $45.2M | Buy |
320,674
+28,002
| +10% | +$4.13M | 1.87% | 12 |
|
|
2016
Q3 | $46.6M | Buy |
292,672
+11,356
| +4% | +$1.75M | 1.93% | 12 |
|
|
2016
Q2 | $41.6M | Buy |
281,316
+15,849
| +6% | +$2.34M | 1.83% | 12 |
|
|
2016
Q1 | $37.6M | Buy |
265,467
+248,239
| +1,441% | +$33.3M | 1.66% | 18 |
|
|
2015
Q4 | $2.44M | Buy |
17,228
+1,082
| +7% | +$144K | 0.11% | 120 |
|
|
2015
Q3 | $1.97M | Buy |
16,146
+350
| +2% | +$45.6K | 0.09% | 127 |
|
|
2015
Q2 | $2.05M | Buy |
15,796
+2,043
| +15% | +$266K | 0.09% | 134 |
|
|
2015
Q1 | $1.84M | Buy |
13,753
+2,014
| +17% | +$260K | 0.08% | 146 |
|
|
2014
Q4 | $1.47M | Buy |
11,739
+75
| +0.6% | +$9.12K | 0.07% | 143 |
|
|
2014
Q3 | $1.42M | Buy |
11,664
+1,977
| +20% | +$240K | 0.07% | 160 |
|
|
2014
Q2 | $1.14M | Sell |
9,687
-1,121
| -10% | -$132K | 0.06% | 174 |
|
|
2014
Q1 | $1.3M | Buy |
10,808
+1,497
| +16% | +$178K | 0.07% | 162 |
|
|
2013
Q4 | $1.03M | Buy |
9,311
+5,011
| +117% | +$498K | 0.06% | 188 |
|
|
2013
Q3 | $395K | Buy |
4,300
+84
| +2% | +$7.6K | 0.02% | 308 |
|
|
2013
Q2 | $357K | Buy |
+4,216
| New | +$351K | 0.02% | 327 |
|
Other funds holding TMO
Evercore Wealth Management's TMO Position: Q2 2026 in Review
Evercore Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 0.6% in Q2 2026, selling an estimated $763K and leaving 265,163 shares worth $133M. The position accounts for 1.88% of the portfolio, ranked #17.
Evercore Wealth Management first reported a position in TMO in Q2 2013 and has held it in 53 quarters since. The position peaked at $219M in Q4 2021. 2,602 funds tracked by Wall St. Rank hold TMO as of Q2 2026.
- Evercore Wealth Management held 265,163 shares of Thermo Fisher Scientific worth $133M as of Q2 2026.
- Evercore Wealth Management sold 1,590 Thermo Fisher Scientific shares in Q2 2026, an estimated $763K.
- Thermo Fisher Scientific made up 1.88% of Evercore Wealth Management's portfolio in Q2 2026, its #17 holding.
- Evercore Wealth Management first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 53 quarters since.
- Evercore Wealth Management's Thermo Fisher Scientific position peaked at $219M in Q4 2021.
- 2,602 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.