LWM
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Lyell Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Lyell Wealth Management’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 		$17M Buy
34,546
+323
+0.9% +$175K 1.25% 23
2025
Q4 		$19.8M Buy
34,223
+1,453
+4% +$822K 1.44% 20
2025
Q3 		$15.9M Buy
32,770
+656
+2% +$305K 1.18% 30
2025
Q2 		$13M Buy
32,114
+1,333
+4% +$557K 1.03% 34
2025
Q1 		$15.3M Buy
30,781
+1,013
+3% +$549K 1.43% 17
2024
Q4 		$15.5M Buy
29,768
+408
+1% +$224K 1.39% 18
2024
Q3 		$18.2M Buy
29,360
+247
+0.8% +$146K 1.65% 14
2024
Q2 		$16.1M Buy
29,113
+839
+3% +$481K 1.54% 16
2024
Q1 		$16.4M Buy
28,274
+374
+1% +$210K 1.67% 15
2023
Q4 		$14.8M Buy
27,900
+2,679
+11% +$1.3M 1.68% 14
2023
Q3 		$12.8M Sell
25,221
-429
-2% -$229K 1.72% 13
2023
Q2 		$13.4M Buy
25,650
+491
+2% +$265K 1.71% 12
2023
Q1 		$14.5M Sell
25,159
-519
-2% -$293K 2.03% 6
2022
Q4 		$14.1M Sell
25,678
-1,140
-4% -$604K 2.23% 4
2022
Q3 		$13.6M Buy
26,818
+710
+3% +$397K 2.32% 5
2022
Q2 		$14.2M Sell
26,108
-219
-0.8% -$121K 2.31% 5
2022
Q1 		$15.6M Sell
26,327
-1,142
-4% -$656K 2% 9
2021
Q4 		$18.3M Buy
27,469
+267
+1% +$167K 2.09% 10
2021
Q3 		$15.5M Buy
27,202
+58
+0.2% +$31.8K 1.89% 13
2021
Q2 		$13.7M Buy
27,144
+1,197
+5% +$565K 1.7% 15
2021
Q1 		$11.8M Buy
25,947
+1,632
+7% +$779K 1.73% 16
2020
Q4 		$11.3M Buy
24,315
+1,626
+7% +$762K 1.81% 15
2020
Q3 		$10M Sell
22,689
-107
-0.5% -$44.2K 1.88% 15
2020
Q2 		$8.27M Buy
22,796
+951
+4% +$319K 1.81% 18
2020
Q1 		$6.2M Buy
21,845
+415
+2% +$131K 1.85% 17
2019
Q4 		$6.97M Buy
21,430
+650
+3% +$197K 1.86% 15
2019
Q3 		$6.06M Buy
20,780
+887
+4% +$254K 1.82% 17
2019
Q2 		$5.85M Buy
19,893
+922
+5% +$254K 1.76% 15
2019
Q1 		$5.2M Buy
18,971
+708
+4% +$176K 1.73% 16
2018
Q4 		$4.09M Buy
18,263
+97
+0.5% +$22.8K 1.71% 17
2018
Q3 		$4.44M Buy
18,166
+554
+3% +$127K 1.49% 23
2018
Q2 		$3.65M Buy
17,612
+385
+2% +$81.7K 1.33% 32
2018
Q1 		$3.56M Buy
17,227
+640
+4% +$134K 1.32% 34
2017
Q4 		$3.15M Buy
16,587
+360
+2% +$69K 1.25% 33
2017
Q3 		$3.07M Buy
16,227
+205
+1% +$37.1K 1.33% 35
2017
Q2 		$2.8M Buy
16,022
+812
+5% +$136K 1.36% 33
2017
Q1 		$2.34M Sell
15,210
-260
-2% -$39.7K 1.27% 39
2016
Q4 		$2.19M Buy
+15,470
New +$2.28M 1.36% 33

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

Lyell Wealth Management's TMO Position: Q1 2026 in Review

Lyell Wealth Management increased its Thermo Fisher Scientific (TMO) stake by 0.94% in Q1 2026, buying an estimated $175K and bringing the position to 34,546 shares worth $17M. The position accounts for 1.25% of the portfolio, ranked #23.

Lyell Wealth Management first reported a position in TMO in Q4 2016 and has held it in 38 quarters since. The position peaked at $19.8M in Q4 2025. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Lyell Wealth Management held 34,546 shares of Thermo Fisher Scientific worth $17M as of Q1 2026.
  • Lyell Wealth Management bought 323 Thermo Fisher Scientific shares in Q1 2026, an estimated $175K.
  • Thermo Fisher Scientific made up 1.25% of Lyell Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Lyell Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2016 and has held it in 38 quarters since.
  • Lyell Wealth Management's Thermo Fisher Scientific position peaked at $19.8M in Q4 2025.
  • 2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.