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Legacy Financial Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Legacy Financial 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 		$973K Sell
1,980
-78
-4% -$42.3K 0.14% 131
2025
Q4 		$1.19M Buy
2,058
+230
+13% +$130K 0.16% 112
2025
Q3 		$887K Buy
1,828
+187
+11% +$87K 0.12% 149
2025
Q2 		$665K Sell
1,641
-614
-27% -$257K 0.1% 171
2025
Q1 		$1.12M Buy
2,255
+127
+6% +$68.8K 0.19% 94
2024
Q4 		$1.11M Sell
2,128
-41
-2% -$22.5K 0.18% 93
2024
Q3 		$1.34M Buy
2,169
+54
+3% +$32K 0.23% 74
2024
Q2 		$1.17M Buy
2,115
+144
+7% +$82.5K 0.21% 76
2024
Q1 		$1.15M Buy
1,971
+120
+6% +$67.3K 0.21% 86
2023
Q4 		$983K Buy
1,851
+433
+31% +$210K 0.19% 86
2023
Q3 		$718K Buy
1,418
+265
+23% +$141K 0.14% 96
2023
Q2 		$602K Sell
1,153
-149
-11% -$80.4K 0.11% 113
2023
Q1 		$750K Buy
1,302
+201
+18% +$113K 0.15% 78
2022
Q4 		$606K Buy
1,101
+103
+10% +$54.6K 0.13% 92
2022
Q3 		$506K Buy
998
+79
+9% +$44.2K 0.12% 95
2022
Q2 		$499K Sell
919
-11
-1% -$6.05K 0.12% 90
2022
Q1 		$549K Buy
930
+14
+2% +$8.04K 0.12% 94
2021
Q4 		$611K Buy
916
+20
+2% +$12.5K 0.14% 72
2021
Q3 		$512K Buy
896
+172
+24% +$94.4K 0.13% 74
2021
Q2 		$365K Buy
724
+37
+5% +$17.5K 0.09% 100
2021
Q1 		$314K Buy
687
+56
+9% +$26.7K 0.09% 104
2020
Q4 		$294K Buy
631
+40
+7% +$18.8K 0.08% 99
2020
Q3 		$261K Buy
+591
New +$244K 0.08% 97
2019
Q2 		– Sell
-591
Closed -$162K – 827
2019
Q1 		$162K Buy
591
+141
+31% +$35.1K 0.05% 120
2018
Q4 		$101K Buy
450
+196
+77% +$46K 0.04% 143
2018
Q3 		$61K Buy
254
+17
+7% +$3.91K 0.02% 225
2018
Q2 		$50K Buy
237
+28
+13% +$5.94K 0.02% 252
2018
Q1 		$44K Hold
209
– – 0.02% 258
2017
Q4 		$39K Buy
+209
New +$40K 0.02% 279

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

Legacy Financial Advisors's TMO Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Thermo Fisher Scientific (TMO) stake by 3.8% in Q1 2026, selling an estimated $42.3K and leaving 1,980 shares worth $973K. The position accounts for 0.14% of the portfolio, ranked #131.

Legacy Financial Advisors first reported a position in TMO in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.34M in Q3 2024. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Legacy Financial Advisors held 1,980 shares of Thermo Fisher Scientific worth $973K as of Q1 2026.
  • Legacy Financial Advisors sold 78 Thermo Fisher Scientific shares in Q1 2026, an estimated $42.3K.
  • Thermo Fisher Scientific made up 0.14% of Legacy Financial Advisors's portfolio in Q1 2026, its #131 holding.
  • Legacy Financial Advisors first reported a position in Thermo Fisher Scientific in Q4 2017 and has held it in 29 quarters since.
  • Legacy Financial Advisors's Thermo Fisher Scientific position peaked at $1.34M in Q3 2024.
  • 2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

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