LWM Advisory Services’s Thermo Fisher Scientific TMO Stock Holding History

LWM Advisory Services’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	$352K	Sell	708 -200	-22%	-$109K	0.38%	61
2025 Q4	$526K	Sell	908 -4	-0.4%	-$2.26K	0.31%	48
2025 Q3	$462K	Buy	912 +2	+0.2%	+$931	0.27%	58
2025 Q2	$369K	Sell	910 -100	-10%	-$41.8K	0.25%	70
2025 Q1	$496K	Buy	1,010 +268	+36%	+$145K	0.34%	55
2024 Q4	$387K	Sell	742 -312	-30%	-$172K	0.27%	66
2024 Q3	$652K	Buy	1,054 +323	+44%	+$191K	0.48%	37
2024 Q2	$404K	Sell	731 -124	-15%	-$71K	0.34%	53
2024 Q1	$497K	Sell	855 -10	-1%	-$5.61K	0.4%	43
2023 Q4	$459K	Buy	865 +355	+70%	+$172K	0.4%	48
2023 Q3	$253K	Sell	510 -6	-1%	-$3.2K	0.27%	62
2023 Q2	$266K	Sell	516 -5	-1%	-$2.7K	0.28%	63
2023 Q1	$300K	Buy	521 +21	+4%	+$11.8K	0.32%	63
2022 Q4	$295K	Sell	500 -793	-61%	-$420K	0.33%	62
2022 Q3	$668K	Buy	1,293 +122	+10%	+$68.3K	0.76%	35
2022 Q2	$637K	Buy	1,171 +16	+1%	+$8.81K	0.76%	36
2022 Q1	$679K	Buy	1,155 +107	+10%	+$61.5K	0.84%	33
2021 Q4	$699K	Buy	+1,048	New	+$654K	0.87%	34

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

LWM Advisory Services's TMO Position: Q1 2026 in Review

LWM Advisory Services reduced its Thermo Fisher Scientific (TMO) stake by 22% in Q1 2026, selling an estimated $109K and leaving 708 shares worth $352K. The position accounts for 0.38% of the portfolio, ranked #61.

LWM Advisory Services first reported a position in TMO in Q4 2021 and has held it in 18 quarters since. The position peaked at $699K in Q4 2021. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

LWM Advisory Services held 708 shares of Thermo Fisher Scientific worth $352K as of Q1 2026.
LWM Advisory Services sold 200 Thermo Fisher Scientific shares in Q1 2026, an estimated $109K.
Thermo Fisher Scientific made up 0.38% of LWM Advisory Services's portfolio in Q1 2026, its #61 holding.
LWM Advisory Services first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 18 quarters since.
LWM Advisory Services's Thermo Fisher Scientific position peaked at $699K in Q4 2021.
2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.