Modern Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Modern 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	$2.68M	Buy	5,422 +592	+12%	+$321K	0.05%	272
2025 Q4	$2.8M	Sell	4,830 -472	-9%	-$267K	0.05%	253
2025 Q3	$2.57M	Sell	5,302 -766	-13%	-$357K	0.05%	256
2025 Q2	$2.46M	Sell	6,068 -6	-0.1%	-$2.51K	0.06%	243
2025 Q1	$3.02M	Buy	6,074 +420	+7%	+$227K	0.1%	171
2024 Q4	$2.94M	Buy	5,654 +164	+3%	+$90.2K	0.11%	153
2024 Q3	$3.4M	Buy	5,490 +422	+8%	+$250K	0.21%	82
2024 Q2	$2.8M	Buy	5,068 +165	+3%	+$94.5K	0.21%	69
2024 Q1	$2.85M	Buy	+4,903	New	+$2.75M	0.26%	50

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

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

Modern Wealth Management increased its Thermo Fisher Scientific (TMO) stake by 12% in Q1 2026, buying an estimated $321K and bringing the position to 5,422 shares worth $2.68M. The position accounts for 0.05% of the portfolio, ranked #272.

Modern Wealth Management first reported a position in TMO in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.4M in Q3 2024. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Modern Wealth Management held 5,422 shares of Thermo Fisher Scientific worth $2.68M as of Q1 2026.
Modern Wealth Management bought 592 Thermo Fisher Scientific shares in Q1 2026, an estimated $321K.
Thermo Fisher Scientific made up 0.05% of Modern Wealth Management's portfolio in Q1 2026, its #272 holding.
Modern Wealth Management first reported a position in Thermo Fisher Scientific in Q1 2024 and has held it in 9 quarters since.
Modern Wealth Management's Thermo Fisher Scientific position peaked at $3.4M in Q3 2024.
2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.