Mount Yale Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.74M | Buy |
15,725
+8,089
| +106% | +$4.39M | 0.18% | 128 |
|
|
2025
Q4 | $4.43M | Buy |
7,636
+4,730
| +163% | +$2.67M | 0.21% | 106 |
|
|
2025
Q3 | $1.41M | Buy |
2,906
+1,478
| +104% | +$688K | 0.1% | 216 |
|
|
2025
Q2 | $579K | Buy |
1,428
+62
| +5% | +$25.9K | 0.05% | 310 |
|
|
2025
Q1 | $680K | Buy |
1,366
+149
| +12% | +$80.7K | 0.06% | 265 |
|
|
2024
Q4 | $633K | Sell |
1,217
-61
| -5% | -$33.5K | 0.05% | 304 |
|
|
2024
Q3 | $791K | Sell |
1,278
-381
| -23% | -$226K | 0.08% | 242 |
|
|
2024
Q2 | $917K | Buy |
1,659
+4
| +0.2% | +$2.29K | 0.07% | 225 |
|
|
2024
Q1 | $962K | Sell |
1,655
-31
| -2% | -$17.4K | 0.07% | 226 |
|
|
2023
Q4 | $895K | Sell |
1,686
-34
| -2% | -$16.5K | 0.09% | 220 |
|
|
2023
Q3 | $871K | Sell |
1,720
-9
| -0.5% | -$4.8K | 0.09% | 204 |
|
|
2023
Q2 | $902K | Sell |
1,729
-92
| -5% | -$49.6K | 0.1% | 209 |
|
|
2023
Q1 | $1.05M | Sell |
1,821
-1,032
| -36% | -$582K | 0.12% | 172 |
|
|
2022
Q4 | $1.57M | Sell |
2,853
-8
| -0.3% | -$4.24K | 0.18% | 130 |
|
|
2022
Q3 | $1.45M | Sell |
2,861
-19
| -0.7% | -$10.6K | 0.19% | 115 |
|
|
2022
Q2 | $1.56M | Sell |
2,880
-431
| -13% | -$237K | 0.2% | 113 |
|
|
2022
Q1 | $1.96M | Sell |
3,311
-425
| -11% | -$244K | 0.21% | 113 |
|
|
2021
Q4 | $2.49M | Sell |
3,736
-48
| -1% | -$30K | 0.26% | 90 |
|
|
2021
Q3 | $2.16M | Sell |
3,784
-166
| -4% | -$91.1K | 0.25% | 97 |
|
|
2021
Q2 | $1.99M | Sell |
3,950
-62
| -2% | -$29.3K | 0.24% | 88 |
|
|
2021
Q1 | $1.83M | Sell |
4,012
-421
| -9% | -$201K | 0.24% | 90 |
|
|
2020
Q4 | $2.06M | Sell |
4,433
-42
| -0.9% | -$19.7K | 0.29% | 85 |
|
|
2020
Q3 | $1.98M | Sell |
4,475
-1,568
| -26% | -$648K | 0.28% | 82 |
|
|
2020
Q2 | $2.19M | Sell |
6,043
-1,301
| -18% | -$436K | 0.39% | 68 |
|
|
2020
Q1 | $2.08M | Buy |
7,344
+53
| +0.7% | +$16.7K | 0.47% | 51 |
|
|
2019
Q4 | $2.28M | Sell |
7,291
-793
| -10% | -$240K | 0.4% | 56 |
|
|
2019
Q3 | $2.39M | Sell |
8,084
-479
| -6% | -$137K | 0.43% | 59 |
|
|
2019
Q2 | $2.35M | Sell |
8,563
-14
| -0.2% | -$3.86K | 0.43% | 54 |
|
|
2019
Q1 | $2.35M | Sell |
8,577
-44
| -0.5% | -$10.9K | 0.44% | 54 |
|
|
2018
Q4 | $2.11M | Sell |
8,621
-524
| -6% | -$123K | 0.43% | 56 |
|
|
2018
Q3 | $2.25M | Sell |
9,145
-2,597
| -22% | -$597K | 0.39% | 57 |
|
|
2018
Q2 | $2.43M | Sell |
11,742
-56
| -0.5% | -$11.9K | 0.46% | 52 |
|
|
2018
Q1 | $2.44M | Buy |
+11,798
| New | +$2.48M | 0.52% | 49 |
|
Other funds holding TMO
VCM
Mount Yale Investment Advisors's TMO Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Thermo Fisher Scientific (TMO) stake by 106% in Q1 2026, buying an estimated $4.39M and bringing the position to 15,725 shares worth $7.74M. The position accounts for 0.18% of the portfolio, ranked #128.
Mount Yale Investment Advisors first reported a position in TMO in Q1 2018 and has held it in 33 quarters since. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.
- Mount Yale Investment Advisors held 15,725 shares of Thermo Fisher Scientific worth $7.74M as of Q1 2026.
- Mount Yale Investment Advisors bought 8,089 Thermo Fisher Scientific shares in Q1 2026, an estimated $4.39M.
- Thermo Fisher Scientific made up 0.18% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #128 holding.
- Mount Yale Investment Advisors first reported a position in Thermo Fisher Scientific in Q1 2018 and has held it in 33 quarters since.
- 2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.