Live Oak Private Wealth’s Thermo Fisher Scientific TMO Stock Holding History

Live Oak 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 Q1	$6.83M	Buy	13,905 +459	+3%	+$249K	0.95%	44
2025 Q4	$7.79M	Sell	13,446 -199	-1%	-$113K	1.06%	37
2025 Q3	$6.62M	Buy	13,645 +2,607	+24%	+$1.21M	0.92%	43
2025 Q2	$4.48M	Buy	11,038 +1,167	+12%	+$488K	0.67%	52
2025 Q1	$4.91M	Buy	9,871 +1,176	+14%	+$637K	0.8%	47
2024 Q4	$4.52M	Buy	8,695 +1,791	+26%	+$985K	0.76%	51
2024 Q3	$4.27M	Buy	6,904 +403	+6%	+$239K	0.69%	52
2024 Q2	$3.6M	Buy	6,501 +185	+3%	+$106K	0.62%	57
2024 Q1	$3.67M	Buy	6,316 +5,881	+1,352%	+$3.3M	0.64%	53
2023 Q4	$231K	Hold	435	–	–	0.04%	148
2023 Q3	$220K	Hold	435	–	–	0.05%	143
2023 Q2	$227K	Hold	435	–	–	0.05%	147
2023 Q1	$251K	Sell	435 -6	-1%	-$3.38K	0.05%	136
2022 Q4	$243K	Hold	441	–	–	0.05%	148
2022 Q3	$224K	Hold	441	–	–	0.05%	151
2022 Q2	$240K	Buy	441 +30	+7%	+$16.5K	0.05%	154
2022 Q1	$243K	Sell	411 -4	-1%	-$2.3K	0.05%	156
2021 Q4	$277K	Buy	415 +2	+0.5%	+$1.25K	0.05%	157
2021 Q3	$236K	Buy	+413	New	+$227K	0.05%	163

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

Live Oak Private Wealth's TMO Position: Q1 2026 in Review

Live Oak Private Wealth increased its Thermo Fisher Scientific (TMO) stake by 3.4% in Q1 2026, buying an estimated $249K and bringing the position to 13,905 shares worth $6.83M. The position accounts for 0.95% of the portfolio, ranked #44.

Live Oak Private Wealth first reported a position in TMO in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.79M in Q4 2025. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Live Oak Private Wealth held 13,905 shares of Thermo Fisher Scientific worth $6.83M as of Q1 2026.
Live Oak Private Wealth bought 459 Thermo Fisher Scientific shares in Q1 2026, an estimated $249K.
Thermo Fisher Scientific made up 0.95% of Live Oak Private Wealth's portfolio in Q1 2026, its #44 holding.
Live Oak Private Wealth first reported a position in Thermo Fisher Scientific in Q3 2021 and has held it in 19 quarters since.
Live Oak Private Wealth's Thermo Fisher Scientific position peaked at $7.79M in Q4 2025.
2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.