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Jessup Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Jessup Wealth Management’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 		– Sell
-714
Closed -$351K – 83
2026
Q1 		$351K Buy
714
+59
+9% +$32K 0.13% 62
2025
Q4 		$380K Sell
655
-28
-4% -$15.8K 0.13% 62
2025
Q3 		$331K Buy
683
+1
+0.1% +$465 0.12% 61
2025
Q2 		$276K Sell
682
-30
-4% -$12.5K 0.11% 62
2025
Q1 		$354K Sell
712
-65
-8% -$35.2K 0.15% 57
2024
Q4 		$404K Buy
777
+6
+0.8% +$3.3K 0.17% 50
2024
Q3 		$477K Buy
771
+2
+0.3% +$1.18K 0.22% 40
2024
Q2 		$425K Sell
769
-295
-28% -$169K 0.18% 42
2024
Q1 		$619K Sell
1,064
-60
-5% -$33.7K 0.26% 42
2023
Q4 		$597K Sell
1,124
-879
-44% -$425K 0.3% 37
2023
Q3 		$1.01M Sell
2,003
-5
-0.2% -$2.66K 0.58% 34
2023
Q2 		$1.05M Sell
2,008
-1,118
-36% -$603K 0.56% 33
2023
Q1 		$1.8M Sell
3,126
-1,013
-24% -$571K 1.07% 25
2022
Q4 		$2.28M Buy
+4,139
New +$2.19M 1.45% 22

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

Jessup Wealth Management's TMO Position: Q2 2026 in Review

Jessup Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q2 2026, closing a stake of 714 shares — an estimated $351K sold.

Jessup Wealth Management first reported a position in TMO in Q4 2022 and held it in 14 quarters. The position peaked at $2.28M in Q4 2022. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Jessup Wealth Management reported no remaining Thermo Fisher Scientific position as of Q2 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 714 Thermo Fisher Scientific shares in Q2 2026, an estimated $351K.
  • Jessup Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2022 and held it in 14 quarters.
  • Jessup Wealth Management's Thermo Fisher Scientific position peaked at $2.28M in Q4 2022.
  • 2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.