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Evermay Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Evermay Wealth Management’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 		$289K Sell
587
-4
-0.7% -$2.17K 0.03% 162
2025
Q4 		$343K Sell
591
-54
-8% -$30.5K 0.04% 152
2025
Q3 		$313K Hold
645
– – 0.04% 165
2025
Q2 		$262K Hold
645
– – 0.03% 177
2025
Q1 		$321K Sell
645
-15
-2% -$8.12K 0.04% 158
2024
Q4 		$344K Sell
660
-115
-15% -$63.2K 0.05% 149
2024
Q3 		$480K Sell
775
-5
-0.6% -$2.96K 0.08% 127
2024
Q2 		$432K Hold
780
– – 0.07% 137
2024
Q1 		$454K Buy
780
+44
+6% +$24.7K 0.07% 135
2023
Q4 		$391K Sell
736
-49
-6% -$23.7K 0.07% 121
2023
Q3 		$398K Buy
785
+17
+2% +$9.06K 0.08% 112
2023
Q2 		$401K Sell
768
-21
-3% -$11.3K 0.08% 121
2023
Q1 		$455K Buy
789
+36
+5% +$20.3K 0.09% 101
2022
Q4 		$415K Sell
753
-57
-7% -$30.2K 0.08% 109
2022
Q3 		$411K Buy
810
+2
+0.2% +$1.12K 0.08% 107
2022
Q2 		$439K Buy
808
+19
+2% +$10.5K 0.09% 96
2022
Q1 		$466K Sell
789
-174
-18% -$100K 0.08% 116
2021
Q4 		$643K Hold
963
– – 0.11% 74
2021
Q3 		$550K Sell
963
-177
-16% -$97.1K 0.11% 80
2021
Q2 		$575K Sell
1,140
-15
-1% -$7.08K 0.11% 84
2021
Q1 		$527K Sell
1,155
-64
-5% -$30.5K 0.11% 88
2020
Q4 		$568K Buy
1,219
+130
+12% +$61K 0.13% 75
2020
Q3 		$481K Hold
1,089
– – 0.12% 80
2020
Q2 		$395K Sell
1,089
-10
-0.9% -$3.35K 0.1% 92
2020
Q1 		$312K Hold
1,099
– – 0.09% 97
2019
Q4 		$357K Hold
1,099
– – 0.09% 108
2019
Q3 		$320K Buy
1,099
+230
+26% +$65.9K 0.09% 109
2019
Q2 		$255K Sell
869
-4
-0.5% -$1.1K 0.07% 128
2019
Q1 		$239K Buy
+873
New +$217K 0.07% 129
2018
Q4 		– Sell
-839
Closed -$205K – 149
2018
Q3 		$205K Buy
+839
New +$193K 0.06% 144

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

Evermay Wealth Management's TMO Position: Q1 2026 in Review

Evermay Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 0.68% in Q1 2026, selling an estimated $2.17K and leaving 587 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #162.

Evermay Wealth Management first reported a position in TMO in Q3 2018 and has held it in 30 quarters since. The position peaked at $643K in Q4 2021. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Evermay Wealth Management held 587 shares of Thermo Fisher Scientific worth $289K as of Q1 2026.
  • Evermay Wealth Management sold 4 Thermo Fisher Scientific shares in Q1 2026, an estimated $2.17K.
  • Thermo Fisher Scientific made up 0.03% of Evermay Wealth Management's portfolio in Q1 2026, its #162 holding.
  • Evermay Wealth Management first reported a position in Thermo Fisher Scientific in Q3 2018 and has held it in 30 quarters since.
  • Evermay Wealth Management's Thermo Fisher Scientific position peaked at $643K in Q4 2021.
  • 2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.