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Evergreen Wealth Solutions’s Thermo Fisher Scientific TMO Stock Holding History

Evergreen Wealth Solutions’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 		$353K Buy
719
+229
+47% +$124K 0.03% 299
2025
Q4 		$284K Buy
+490
New +$277K 0.04% 177
2025
Q2 		– Sell
-780
Closed -$388K – 123
2025
Q1 		$388K Sell
780
-1,298
-62% -$703K 0.26% 71
2024
Q4 		$1.08M Buy
2,078
+120
+6% +$66K 0.75% 28
2024
Q3 		$1.21M Sell
1,958
-420
-18% -$249K 0.82% 20
2024
Q2 		$1.32M Sell
2,378
-171
-7% -$98K 0.93% 18
2024
Q1 		$1.48M Sell
2,549
-279
-10% -$157K 1.1% 18
2023
Q4 		$1.5M Sell
2,828
-27
-0.9% -$13.1K 1.28% 20
2023
Q3 		$1.45M Sell
2,855
-70
-2% -$37.3K 1.46% 16
2023
Q2 		$1.53M Buy
2,925
+87
+3% +$46.9K 1.54% 15
2023
Q1 		$1.64M Sell
2,838
-4
-0.1% -$2.25K 1.89% 9
2022
Q4 		$1.56M Buy
2,842
+78
+3% +$41.3K 2.07% 10
2022
Q3 		$1.4M Buy
2,764
+299
+12% +$167K 1.99% 11
2022
Q2 		$1.34M Buy
2,465
+153
+7% +$84.2K 1.64% 17
2022
Q1 		$1.37M Buy
2,312
+36
+2% +$20.7K 1.32% 21
2021
Q4 		$1.52M Buy
+2,276
New +$1.42M 1.38% 17

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

Evergreen Wealth Solutions's TMO Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Thermo Fisher Scientific (TMO) stake by 47% in Q1 2026, buying an estimated $124K and bringing the position to 719 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #299.

Evergreen Wealth Solutions first reported a position in TMO in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.64M in Q1 2023. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Evergreen Wealth Solutions held 719 shares of Thermo Fisher Scientific worth $353K as of Q1 2026.
  • Evergreen Wealth Solutions bought 229 Thermo Fisher Scientific shares in Q1 2026, an estimated $124K.
  • Thermo Fisher Scientific made up 0.03% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #299 holding.
  • Evergreen Wealth Solutions first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 16 quarters since.
  • Evergreen Wealth Solutions's Thermo Fisher Scientific position peaked at $1.64M in Q1 2023.
  • 2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.