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BFC Planning, Inc.’s Thermo Fisher Scientific TMO Stock Holding History

BFC Planning, Inc.’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
Q3 		$2.25M Sell
3,337
-108
-3% -$64.2K 0.09% 231
2026
Q2 		$1.73M Buy
3,445
+38
+1% +$18.2K 0.07% 272
2026
Q1 		$1.68M Sell
3,407
-369
-10% -$200K 0.07% 257
2025
Q4 		$2.19M Buy
3,776
+3,215
+573% +$1.82M 0.1% 200
2025
Q3 		$272K Sell
561
-4
-0.7% -$1.86K 0.02% 559
2025
Q2 		$229K Sell
565
-209
-27% -$87.4K 0.02% 587
2025
Q1 		$386K Sell
774
-23
-3% -$12.5K 0.03% 398
2024
Q4 		$415K Sell
797
-39
-5% -$21.4K 0.03% 385
2024
Q3 		$517K Buy
+836
New +$495K 0.05% 329

Other funds holding TMO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

BFC Planning, Inc.'s TMO Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Thermo Fisher Scientific (TMO) stake by 3.1% in Q3 2026, selling an estimated $64.2K and leaving 3,337 shares worth $2.25M. The position accounts for 0.09% of the portfolio, ranked #231.

BFC Planning, Inc. first reported a position in TMO in Q3 2024 and has held it in 9 quarters since. 2,450 funds tracked by Wall St. Rank hold TMO as of Q3 2026.

  • BFC Planning, Inc. held 3,337 shares of Thermo Fisher Scientific worth $2.25M as of Q3 2026.
  • BFC Planning, Inc. sold 108 Thermo Fisher Scientific shares in Q3 2026, an estimated $64.2K.
  • Thermo Fisher Scientific made up 0.09% of BFC Planning, Inc.'s portfolio in Q3 2026, its #231 holding.
  • BFC Planning, Inc. first reported a position in Thermo Fisher Scientific in Q3 2024 and has held it in 9 quarters since.
  • 2,450 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.