Fiduciary Alliance’s Thermo Fisher Scientific TMO Stock Holding History

Fiduciary Alliance’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	$580K	Buy	1,090 +538	+97%	+$292K	0.04%	347
2025 Q4	$320K	Buy	552 +81	+17%	+$45.8K	0.02%	411
2025 Q3	$229K	Sell	471 -31	-6%	-$14.4K	0.02%	464
2025 Q2	$204K	Sell	502 -1,046	-68%	-$437K	0.02%	458
2025 Q1	$770K	Sell	1,548 -10	-0.6%	-$5.42K	0.08%	201
2024 Q4	$811K	Buy	+1,558	New	+$857K	0.08%	183
2023 Q3	–	Sell	-100	Closed	-$52.2K	–	871
2023 Q2	$52.2K	Buy	+100	New	+$54K	0.01%	312
2023 Q1	–	Sell	-24	Closed	-$13.2K	–	802
2022 Q4	$13.2K	Buy	+24	New	+$12.7K	﹤0.01%	362

Other funds holding TMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fiduciary Alliance's TMO Position: Q1 2026 in Review

Fiduciary Alliance increased its Thermo Fisher Scientific (TMO) stake by 97% in Q1 2026, buying an estimated $292K and bringing the position to 1,090 shares worth $580K. The position accounts for 0.04% of the portfolio, ranked #347.

Fiduciary Alliance first reported a position in TMO in Q4 2022 and has held it in 8 quarters since. The position peaked at $811K in Q4 2024. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Fiduciary Alliance held 1,090 shares of Thermo Fisher Scientific worth $580K as of Q1 2026.
Fiduciary Alliance bought 538 Thermo Fisher Scientific shares in Q1 2026, an estimated $292K.
Thermo Fisher Scientific made up 0.04% of Fiduciary Alliance's portfolio in Q1 2026, its #347 holding.
Fiduciary Alliance first reported a position in Thermo Fisher Scientific in Q4 2022 and has held it in 8 quarters since.
Fiduciary Alliance's Thermo Fisher Scientific position peaked at $811K in Q4 2024.
2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.