MGWM
TMO icon

Marks Group Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Marks Group 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 		$2.17M Sell
4,424
-974
-18% -$529K 0.21% 127
2025
Q4 		$3.13M Buy
5,398
+47
+0.9% +$26.6K 0.3% 102
2025
Q3 		$2.6M Sell
5,351
-4,341
-45% -$2.02M 0.24% 109
2025
Q2 		$3.93M Buy
9,692
+305
+3% +$128K 0.37% 88
2025
Q1 		$4.67M Buy
9,387
+296
+3% +$160K 0.45% 80
2024
Q4 		$4.73M Buy
9,091
+271
+3% +$149K 0.47% 81
2024
Q3 		$5.46M Sell
8,820
-752
-8% -$445K 0.52% 79
2024
Q2 		$5.29M Buy
9,572
+307
+3% +$176K 0.56% 74
2024
Q1 		$5.38M Buy
9,265
+408
+5% +$229K 0.56% 73
2023
Q4 		$4.7M Buy
8,857
+504
+6% +$244K 0.54% 77
2023
Q3 		$4.23M Sell
8,353
-101
-1% -$53.8K 0.52% 78
2023
Q2 		$4.41M Sell
8,454
-34
-0.4% -$18.3K 0.52% 80
2023
Q1 		$4.89M Buy
8,488
+160
+2% +$90.2K 0.63% 71
2022
Q4 		$4.59M Buy
8,328
+2,910
+54% +$1.54M 0.63% 71
2022
Q3 		$2.75M Buy
5,418
+23
+0.4% +$12.9K 0.42% 88
2022
Q2 		$2.93M Buy
5,395
+45
+0.8% +$24.8K 0.42% 82
2022
Q1 		$3.16M Buy
5,350
+268
+5% +$154K 0.4% 89
2021
Q4 		$3.38M Buy
5,082
+23
+0.5% +$14.4K 0.41% 91
2021
Q3 		$2.91M Buy
5,059
+1,003
+25% +$550K 0.39% 93
2021
Q2 		$2.16M Buy
4,056
+63
+2% +$29.7K 0.3% 111
2021
Q1 		$1.79M Buy
3,993
+149
+4% +$71.1K 0.27% 109
2020
Q4 		$1.79M Buy
3,844
+134
+4% +$62.8K 0.28% 113
2020
Q3 		$1.64M Buy
3,710
+123
+3% +$50.8K 0.3% 109
2020
Q2 		$1.3M Buy
3,587
+1,291
+56% +$433K 0.26% 116
2020
Q1 		$654K Buy
2,296
+51
+2% +$16.1K 0.17% 136
2019
Q4 		$729K Buy
+2,245
New +$681K 0.14% 150

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

Marks Group Wealth Management's TMO Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 18% in Q1 2026, selling an estimated $529K and leaving 4,424 shares worth $2.17M. The position accounts for 0.21% of the portfolio, ranked #127.

Marks Group Wealth Management first reported a position in TMO in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.46M in Q3 2024. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Marks Group Wealth Management held 4,424 shares of Thermo Fisher Scientific worth $2.17M as of Q1 2026.
  • Marks Group Wealth Management sold 974 Thermo Fisher Scientific shares in Q1 2026, an estimated $529K.
  • Thermo Fisher Scientific made up 0.21% of Marks Group Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Marks Group Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Thermo Fisher Scientific position peaked at $5.46M in Q3 2024.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.