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Lake Street Private Wealth’s Thermo Fisher Scientific TMO Stock Holding History

Lake Street Private Wealth’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 		$208K Sell
414
-16
-4% -$7.68K 0.02% 268
2026
Q1 		$211K Buy
430
+2
+0.5% +$1.08K 0.03% 251
2025
Q4 		$248K Sell
428
-5
-1% -$2.83K 0.03% 242
2025
Q3 		$210K Buy
+433
New +$202K 0.03% 262
2025
Q2 		– Sell
-431
Closed -$214K – 275
2025
Q1 		$214K Sell
431
-34
-7% -$18.4K 0.03% 231
2024
Q4 		$242K Sell
465
-1,075
-70% -$591K 0.04% 215
2024
Q3 		$953K Sell
1,540
-2,573
-63% -$1.52M 0.15% 113
2024
Q2 		$2.27M Buy
4,113
+1,084
+36% +$621K 0.29% 81
2024
Q1 		$1.76M Buy
3,029
+5
+0.2% +$2.81K 0.24% 102
2023
Q4 		$1.61M Buy
3,024
+1,261
+72% +$610K 0.25% 100
2023
Q3 		$887K Buy
1,763
+16
+0.9% +$8.53K 0.16% 130
2023
Q2 		$911K Buy
1,747
+41
+2% +$22.1K 0.16% 140
2023
Q1 		$983K Sell
1,706
-96
-5% -$54.1K 0.18% 128
2022
Q4 		$992K Buy
1,802
+102
+6% +$54K 0.21% 124
2022
Q3 		$862K Buy
1,700
+110
+7% +$61.6K 0.2% 122
2022
Q2 		$864K Buy
1,590
+815
+105% +$449K 0.18% 124
2022
Q1 		$458K Sell
775
-8
-1% -$4.6K 0.08% 195
2021
Q4 		$522K Buy
783
+104
+15% +$64.9K 0.09% 193
2021
Q3 		$388K Sell
679
-18
-3% -$9.88K 0.09% 168
2021
Q2 		$355K Sell
697
-188
-21% -$88.7K 0.09% 165
2021
Q1 		$404K Sell
885
-438
-33% -$209K 0.11% 155
2020
Q4 		$616K Sell
1,323
-22
-2% -$10.3K 0.18% 118
2020
Q3 		$594K Sell
1,345
-5
-0.4% -$2.07K 0.2% 105
2020
Q2 		$489K Buy
1,350
+141
+12% +$47.3K 0.18% 102
2020
Q1 		$343K Buy
1,209
+32
+3% +$10.1K 0.16% 112
2019
Q4 		$382K Buy
1,177
+103
+10% +$31.2K 0.15% 129
2019
Q3 		$313K Buy
1,074
+211
+24% +$60.4K 0.14% 124
2019
Q2 		$253K Buy
+863
New +$238K 0.15% 106

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

Lake Street Private Wealth's TMO Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Thermo Fisher Scientific (TMO) stake by 3.7% in Q2 2026, selling an estimated $7.68K and leaving 414 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #268.

Lake Street Private Wealth first reported a position in TMO in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.27M in Q2 2024. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Lake Street Private Wealth held 414 shares of Thermo Fisher Scientific worth $208K as of Q2 2026.
  • Lake Street Private Wealth sold 16 Thermo Fisher Scientific shares in Q2 2026, an estimated $7.68K.
  • Thermo Fisher Scientific made up 0.02% of Lake Street Private Wealth's portfolio in Q2 2026, its #268 holding.
  • Lake Street Private Wealth first reported a position in Thermo Fisher Scientific in Q2 2019 and has held it in 28 quarters since.
  • Lake Street Private Wealth's Thermo Fisher Scientific position peaked at $2.27M in Q2 2024.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.