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Montis Financial’s Thermo Fisher Scientific TMO Stock Holding History

Montis Financial’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 		$376K Hold
765
– – 0.08% 110
2025
Q4 		$443K Hold
765
– – 0.09% 106
2025
Q3 		$371K Buy
765
+165
+28% +$76.8K 0.09% 119
2025
Q2 		$243K Hold
600
– – 0.07% 122
2025
Q1 		$299K Hold
600
– – 0.09% 112
2024
Q4 		$312K Hold
600
– – 0.1% 112
2024
Q3 		$371K Buy
+600
New +$355K 0.13% 81

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

Montis Financial's TMO Position: Q1 2026 in Review

Montis Financial held its Thermo Fisher Scientific (TMO) position steady in Q1 2026 at 765 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #110.

Montis Financial first reported a position in TMO in Q3 2024 and has held it in 7 quarters since. The position peaked at $443K in Q4 2025. 2,589 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Montis Financial held 765 shares of Thermo Fisher Scientific worth $376K as of Q1 2026.
  • Montis Financial left its Thermo Fisher Scientific share count unchanged in Q1 2026.
  • Thermo Fisher Scientific made up 0.08% of Montis Financial's portfolio in Q1 2026, its #110 holding.
  • Montis Financial first reported a position in Thermo Fisher Scientific in Q3 2024 and has held it in 7 quarters since.
  • Montis Financial's Thermo Fisher Scientific position peaked at $443K in Q4 2025.
  • 2,589 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.