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IBEX Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

IBEX Wealth Advisors’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 		– Sell
-6,687
Closed -$3.87M – 209
2025
Q4 		$3.87M Buy
+6,687
New +$3.78M 0.38% 76
2024
Q4 		– Sell
-29,918
Closed -$2.67M – 231
2024
Q3 		$2.67M Buy
29,918
+29,893
+119,572% +$17.7M 0.73% 46
2024
Q2 		$13.8K Sell
25
-10,991
-100% -$6.3M ﹤0.01% 210
2024
Q1 		$6.07M Buy
+11,016
New +$6.18M 1.64% 24
2023
Q1 		$4.78M Sell
8,285
-2,731
-25% -$1.54M 1.24% 33
2022
Q4 		$6.07M Buy
11,016
+2,841
+35% +$1.51M 1.37% 25
2022
Q3 		$4.15M Sell
8,175
-279
-3% -$156K 1.08% 32
2022
Q2 		$4.59M Buy
8,454
+45
+0.5% +$24.8K 1.06% 36
2022
Q1 		$4.97M Sell
8,409
-1,414
-14% -$812K 0.95% 40
2021
Q4 		$6.55M Buy
9,823
+1,529
+18% +$955K 1.16% 24
2021
Q3 		$4.74M Buy
8,294
+132
+2% +$72.4K 0.91% 35
2021
Q2 		$4.12M Buy
+8,162
New +$3.85M 0.82% 46
2021
Q1 		– Sell
-12,798
Closed -$5.96M – 125
2020
Q4 		$5.96M Buy
12,798
+378
+3% +$177K 1.56% 16
2020
Q3 		$5.48M Sell
12,420
-98
-0.8% -$40.5K 1.59% 18
2020
Q2 		$4.54M Buy
+12,518
New +$4.2M 1.46% 22
2019
Q3 		– Sell
-6,035
Closed -$1.77M – 364
2019
Q2 		$1.77M Buy
+6,035
New +$1.66M 0.51% 79

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

IBEX Wealth Advisors's TMO Position: Q1 2026 in Review

IBEX Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 6,687 shares — an estimated $3.87M sold.

IBEX Wealth Advisors first reported a position in TMO in Q2 2019 and held it in 16 quarters. The position peaked at $6.55M in Q4 2021. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • IBEX Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
  • IBEX Wealth Advisors sold 6,687 Thermo Fisher Scientific shares in Q1 2026, an estimated $3.87M.
  • IBEX Wealth Advisors first reported a position in Thermo Fisher Scientific in Q2 2019 and held it in 16 quarters.
  • IBEX Wealth Advisors's Thermo Fisher Scientific position peaked at $6.55M in Q4 2021.
  • 2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.