LifePlan Financial’s Thermo Fisher Scientific TMO Stock Holding History

LifePlan Financial’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	–	Sell	-570	Closed	-$330K	–	87
2025 Q4	$330K	Sell	570 -100	-15%	-$56.5K	0.25%	74
2025 Q3	$325K	Sell	670 -8	-1%	-$3.72K	0.26%	73
2025 Q2	$275K	Sell	678 -30	-4%	-$12.5K	0.23%	84
2025 Q1	$352K	Buy	+708	New	+$383K	0.31%	75

Other funds holding TMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LifePlan Financial's TMO Position: Q1 2026 in Review

LifePlan Financial sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 570 shares — an estimated $330K sold.

LifePlan Financial first reported a position in TMO in Q1 2025 and held it in 4 quarters. The position peaked at $352K in Q1 2025. 2,592 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

LifePlan Financial reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
LifePlan Financial sold 570 Thermo Fisher Scientific shares in Q1 2026, an estimated $330K.
LifePlan Financial first reported a position in Thermo Fisher Scientific in Q1 2025 and held it in 4 quarters.
LifePlan Financial's Thermo Fisher Scientific position peaked at $352K in Q1 2025.
2,592 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on LifePlan Financial's 13F filing for Q1 2026, filed 14 Apr 2026.