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Klingman & Associates’s Thermo Fisher Scientific TMO Stock Holding History

Klingman & Associates’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 		$951K Sell
1,896
-48
-2% -$23K 0.04% 144
2026
Q1 		$956K Buy
1,944
+65
+3% +$35.3K 0.05% 133
2025
Q4 		$1.09M Buy
1,879
+30
+2% +$17K 0.05% 126
2025
Q3 		$897K Buy
1,849
+184
+11% +$85.6K 0.05% 128
2025
Q2 		$675K Buy
1,665
+120
+8% +$50.2K 0.04% 141
2025
Q1 		$769K Sell
1,545
-642
-29% -$348K 0.05% 119
2024
Q4 		$1.14M Sell
2,187
-950
-30% -$522K 0.07% 96
2024
Q3 		$1.94M Buy
3,137
+2,353
+300% +$1.39M 0.12% 75
2024
Q2 		$434K Buy
784
+232
+42% +$133K 0.03% 151
2024
Q1 		$321K Buy
552
+28
+5% +$15.7K 0.02% 187
2023
Q4 		$278K Sell
524
-59
-10% -$28.6K 0.02% 190
2023
Q3 		$295K Buy
583
+144
+33% +$76.7K 0.02% 181
2023
Q2 		$229K Buy
439
+21
+5% +$11.3K 0.02% 197
2023
Q1 		$241K Sell
418
-13
-3% -$7.33K 0.02% 176
2022
Q4 		$237K Buy
+431
New +$228K 0.02% 179
2022
Q3 		– Sell
-369
Closed -$200K – 201
2022
Q2 		$200K Buy
369
+11
+3% +$6.05K 0.02% 188
2022
Q1 		$211K Sell
358
-44
-11% -$25.3K 0.02% 196
2021
Q4 		$268K Buy
+402
New +$251K 0.02% 153
2016
Q4 		– Sell
-691
Closed -$110K – 292
2016
Q3 		$110K Hold
691
– – 0.03% 131
2016
Q2 		$102K Hold
691
– – 0.03% 139
2016
Q1 		$98K Sell
691
-1,675
-71% -$224K 0.04% 144
2015
Q4 		$336K Hold
2,366
– – 0.13% 78
2015
Q3 		$289K Buy
2,366
+1,675
+242% +$218K 0.11% 84
2015
Q2 		$90K Hold
691
– – 0.04% 140
2015
Q1 		$93K Hold
691
– – 0.04% 134
2014
Q4 		$86K Buy
+691
New +$84K 0.04% 140

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

Klingman & Associates's TMO Position: Q2 2026 in Review

Klingman & Associates reduced its Thermo Fisher Scientific (TMO) stake by 2.5% in Q2 2026, selling an estimated $23K and leaving 1,896 shares worth $951K. The position accounts for 0.04% of the portfolio, ranked #144.

Klingman & Associates first reported a position in TMO in Q4 2014 and has held it in 26 quarters since. The position peaked at $1.94M in Q3 2024. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Klingman & Associates held 1,896 shares of Thermo Fisher Scientific worth $951K as of Q2 2026.
  • Klingman & Associates sold 48 Thermo Fisher Scientific shares in Q2 2026, an estimated $23K.
  • Thermo Fisher Scientific made up 0.04% of Klingman & Associates's portfolio in Q2 2026, its #144 holding.
  • Klingman & Associates first reported a position in Thermo Fisher Scientific in Q4 2014 and has held it in 26 quarters since.
  • Klingman & Associates's Thermo Fisher Scientific position peaked at $1.94M in Q3 2024.
  • 2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.