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Heritage Trust’s Thermo Fisher Scientific TMO Stock Holding History

Heritage Trust’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
Q2 		$700K Buy
1,396
+17
+1% +$8.16K 0.06% 202
2026
Q1 		$678K Sell
1,379
-2
-0.1% -$1.08K 0.07% 189
2025
Q4 		$800K Sell
1,381
-6
-0.4% -$3.39K 0.08% 181
2025
Q3 		$673K Sell
1,387
-577
-29% -$269K 0.07% 188
2025
Q2 		$796K Buy
1,964
+863
+78% +$361K 0.09% 175
2025
Q1 		$548K Sell
1,101
-75
-6% -$40.6K 0.07% 199
2024
Q4 		$612K Buy
+1,176
New +$647K 0.07% 187
2024
Q2 		$693K Buy
1,254
+74
+6% +$42.4K 0.09% 167
2024
Q1 		$686K Sell
1,180
-11
-0.9% -$6.17K 0.09% 170
2023
Q4 		$632K Hold
1,191
– – 0.09% 174
2023
Q3 		$603K Sell
1,191
-11
-0.9% -$5.86K 0.09% 163
2023
Q2 		$627K Buy
1,202
+45
+4% +$24.3K 0.09% 165
2023
Q1 		$667K Sell
1,157
-89
-7% -$50.2K 0.1% 156
2022
Q4 		$686K Sell
1,246
-73
-6% -$38.7K 0.11% 159
2022
Q3 		$669K Sell
1,319
-66
-5% -$36.9K 0.12% 148
2022
Q2 		$752K Sell
1,385
-44
-3% -$24.2K 0.12% 149
2022
Q1 		$844K Sell
1,429
-8
-0.6% -$4.6K 0.12% 143
2021
Q4 		$958K Buy
1,437
+14
+1% +$8.74K 0.12% 140
2021
Q3 		$813K Sell
1,423
-830
-37% -$456K 0.11% 148
2021
Q2 		$1.14M Buy
2,253
+84
+4% +$39.6K 0.16% 121
2021
Q1 		$990K Buy
2,169
+123
+6% +$58.7K 0.15% 127
2020
Q4 		$952K Buy
2,046
+1,194
+140% +$560K 0.15% 124
2020
Q3 		$377K Sell
852
-12
-1% -$4.96K 0.07% 167
2020
Q2 		$313K Buy
+864
New +$290K 0.06% 171
2019
Q1 		– Sell
-50
Closed -$11K – 393
2018
Q4 		$11K Hold
50
– – ﹤0.01% 305
2018
Q3 		$12K Hold
50
– – ﹤0.01% 307
2018
Q2 		$10K Sell
50
-30
-38% -$6.37K ﹤0.01% 302
2018
Q1 		$17K Buy
80
+15
+23% +$3.15K 0.01% 265
2017
Q4 		$12K Hold
65
– – ﹤0.01% 274
2017
Q3 		$12K Buy
+65
New +$11.8K ﹤0.01% 272

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Heritage Trust's TMO Position: Q2 2026 in Review

Heritage Trust increased its Thermo Fisher Scientific (TMO) stake by 1.2% in Q2 2026, buying an estimated $8.16K and bringing the position to 1,396 shares worth $700K. The position accounts for 0.06% of the portfolio, ranked #202.

Heritage Trust first reported a position in TMO in Q3 2017 and has held it in 30 quarters since. The position peaked at $1.14M in Q2 2021. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Heritage Trust held 1,396 shares of Thermo Fisher Scientific worth $700K as of Q2 2026.
  • Heritage Trust bought 17 Thermo Fisher Scientific shares in Q2 2026, an estimated $8.16K.
  • Thermo Fisher Scientific made up 0.06% of Heritage Trust's portfolio in Q2 2026, its #202 holding.
  • Heritage Trust first reported a position in Thermo Fisher Scientific in Q3 2017 and has held it in 30 quarters since.
  • Heritage Trust's Thermo Fisher Scientific position peaked at $1.14M in Q2 2021.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.