Lockerman Financial Group’s Thermo Fisher Scientific TMO Stock Holding History

Lockerman Financial Group’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
2025 Q4	–	Sell	-526	Closed	-$255K	–	120
2025 Q3	$255K	Sell	526 -3	-0.6%	-$1.4K	0.32%	103
2025 Q2	$214K	Buy	529 +3	+0.6%	+$1.25K	0.29%	117
2025 Q1	$262K	Hold	526	–	–	0.4%	87
2024 Q4	$274K	Sell	526 -3	-0.6%	-$1.65K	0.47%	74
2024 Q3	$327K	Buy	529 +57	+12%	+$33.7K	0.55%	60
2024 Q2	$261K	Buy	472 +99	+27%	+$56.7K	0.47%	77
2024 Q1	$217K	Buy	+373	New	+$209K	0.41%	97
2023 Q4	–	Sell	-400	Closed	-$202K	–	90
2023 Q3	$202K	Buy	400 +9	+2%	+$4.8K	0.54%	77
2023 Q2	$204K	Sell	391 -6	-2%	-$3.24K	0.57%	67
2023 Q1	$229K	Sell	397 -7	-2%	-$3.94K	0.63%	62
2022 Q4	$222K	Buy	+404	New	+$214K	0.65%	62

Other funds holding TMO

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Lockerman Financial Group's TMO Position: Q4 2025 in Review

Lockerman Financial Group sold out of Thermo Fisher Scientific (TMO) in Q4 2025, closing a stake of 526 shares — an estimated $255K sold.

Lockerman Financial Group first reported a position in TMO in Q4 2022 and held it in 11 quarters. The position peaked at $327K in Q3 2024. 2,699 funds tracked by Wall St. Rank hold TMO as of Q4 2025.

Lockerman Financial Group reported no remaining Thermo Fisher Scientific position as of Q4 2025 after selling out during the quarter.
Lockerman Financial Group sold 526 Thermo Fisher Scientific shares in Q4 2025, an estimated $255K.
Lockerman Financial Group first reported a position in Thermo Fisher Scientific in Q4 2022 and held it in 11 quarters.
Lockerman Financial Group's Thermo Fisher Scientific position peaked at $327K in Q3 2024.
2,699 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.