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Marcum Wealth’s Thermo Fisher Scientific TMO Stock Holding History

Marcum 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
2025
Q1 		$483K Sell
971
-58
-6% -$31.4K 0.04% 197
2024
Q4 		$535K Sell
1,029
-79
-7% -$43.4K 0.05% 185
2024
Q3 		$685K Sell
1,108
-60
-5% -$35.5K 0.06% 151
2024
Q2 		$646K Buy
1,168
+6
+0.5% +$3.44K 0.06% 154
2024
Q1 		$675K Sell
1,162
-46
-4% -$25.8K 0.07% 145
2023
Q4 		$641K Sell
1,208
-65
-5% -$31.5K 0.07% 143
2023
Q3 		$644K Buy
1,273
+72
+6% +$38.4K 0.08% 139
2023
Q2 		$627K Sell
1,201
-125
-9% -$67.5K 0.07% 138
2023
Q1 		$764K Buy
1,326
+26
+2% +$14.7K 0.1% 124
2022
Q4 		$716K Buy
1,300
+33
+3% +$17.5K 0.09% 126
2022
Q3 		$643K Buy
1,267
+155
+14% +$86.7K 0.1% 130
2022
Q2 		$604K Buy
1,112
+53
+5% +$29.2K 0.09% 136
2022
Q1 		$625K Buy
1,059
+60
+6% +$34.5K 0.09% 134
2021
Q4 		$667K Sell
999
-33
-3% -$20.6K 0.09% 140
2021
Q3 		$590K Buy
1,032
+220
+27% +$121K 0.09% 138
2021
Q2 		$410K Sell
812
-374
-32% -$176K 0.07% 175
2021
Q1 		$541K Buy
1,186
+656
+124% +$313K 0.09% 140
2020
Q4 		$247K Buy
+530
New +$249K 0.06% 116

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Marcum Wealth's TMO Position: Q1 2025 in Review

Marcum Wealth reduced its Thermo Fisher Scientific (TMO) stake by 5.6% in Q1 2025, selling an estimated $31.4K and leaving 971 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #197.

Marcum Wealth first reported a position in TMO in Q4 2020 and has held it in 18 quarters since. The position peaked at $764K in Q1 2023. 2,571 funds tracked by Wall St. Rank hold TMO as of Q1 2025.

  • Marcum Wealth held 971 shares of Thermo Fisher Scientific worth $483K as of Q1 2025.
  • Marcum Wealth sold 58 Thermo Fisher Scientific shares in Q1 2025, an estimated $31.4K.
  • Thermo Fisher Scientific made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #197 holding.
  • Marcum Wealth first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 18 quarters since.
  • Marcum Wealth's Thermo Fisher Scientific position peaked at $764K in Q1 2023.
  • 2,571 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.