Evermay 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
Q3 | $362K | Sell |
536
-26
| -5% | -$15.4K | 0.04% | 148 |
|
|
2026
Q2 | $282K | Sell |
562
-25
| -4% | -$12K | 0.03% | 167 |
|
|
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
Evermay Wealth Management's TMO Position: Q3 2026 in Review
Evermay Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 4.6% in Q3 2026, selling an estimated $15.4K and leaving 536 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #148.
Evermay Wealth Management first reported a position in TMO in Q3 2018 and has held it in 32 quarters since. The position peaked at $643K in Q4 2021. 2,450 funds tracked by Wall St. Rank hold TMO as of Q3 2026.
- Evermay Wealth Management held 536 shares of Thermo Fisher Scientific worth $362K as of Q3 2026.
- Evermay Wealth Management sold 26 Thermo Fisher Scientific shares in Q3 2026, an estimated $15.4K.
- Thermo Fisher Scientific made up 0.04% of Evermay Wealth Management's portfolio in Q3 2026, its #148 holding.
- Evermay Wealth Management first reported a position in Thermo Fisher Scientific in Q3 2018 and has held it in 32 quarters since.
- Evermay Wealth Management's Thermo Fisher Scientific position peaked at $643K in Q4 2021.
- 2,450 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2026.
Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.