Key Financial Inc’s Thermo Fisher Scientific TMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$378K Buy
770
+15
+2% +$8.14K 0.07% 213
2025
Q4
$437K Hold
755
0.08% 191
2025
Q3
$401K Sell
755
-15
-2% -$6.98K 0.07% 197
2025
Q2
$312K Hold
770
0.06% 221
2025
Q1
$383K Hold
770
0.08% 185
2024
Q4
$401K Buy
770
+21
+3% +$11.5K 0.09% 167
2024
Q3
$463K Buy
749
+2
+0.3% +$1.18K 0.1% 161
2024
Q2
$413K Buy
747
+97
+15% +$55.6K 0.1% 157
2024
Q1
$378K Hold
650
0.1% 166
2023
Q4
$345K Buy
650
+25
+4% +$12.1K 0.09% 161
2023
Q3
$316K Sell
625
-21
-3% -$11.2K 0.11% 152
2023
Q2
$337K Buy
646
+39
+6% +$21K 0.11% 151
2023
Q1
$350K Buy
607
+111
+22% +$62.6K 0.13% 140
2022
Q4
$252K Hold
496
0.12% 140
2022
Q3
$252K Hold
496
0.12% 142
2022
Q2
$272K Buy
496
+16
+3% +$8.81K 0.15% 121
2022
Q1
$284K Buy
480
+90
+23% +$51.7K 0.14% 122
2021
Q4
$260K Sell
390
-321
-45% -$200K 0.13% 125
2021
Q3
$406K Buy
711
+325
+84% +$178K 0.23% 90
2021
Q2
$208K Hold
386
0.12% 149
2021
Q1
$176K Buy
386
+25
+7% +$11.9K 0.12% 150
2020
Q4
$168K Buy
+361
New +$169K 0.13% 137
2020
Q2
Sell
-325
Closed -$93K 575
2020
Q1
$93K Buy
+325
New +$102K 0.1% 166

Other funds holding TMO

Key Financial Inc's TMO Position: Q1 2026 in Review

Key Financial Inc increased its Thermo Fisher Scientific (TMO) stake by 2% in Q1 2026, buying an estimated $8.14K and bringing the position to 770 shares worth $378K. The position accounts for 0.07% of the portfolio, ranked #213.

Key Financial Inc first reported a position in TMO in Q1 2020 and has held it in 23 quarters since. The position peaked at $463K in Q3 2024. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Key Financial Inc held 770 shares of Thermo Fisher Scientific worth $378K as of Q1 2026.
  • Key Financial Inc bought 15 Thermo Fisher Scientific shares in Q1 2026, an estimated $8.14K.
  • Thermo Fisher Scientific made up 0.07% of Key Financial Inc's portfolio in Q1 2026, its #213 holding.
  • Key Financial Inc first reported a position in Thermo Fisher Scientific in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Thermo Fisher Scientific position peaked at $463K in Q3 2024.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.