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Naples Global Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Naples Global Advisors’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 		$642K Buy
1,305
+27
+2% +$14.7K 0.05% 289
2025
Q4 		$741K Buy
1,278
+15
+1% +$8.48K 0.06% 270
2025
Q3 		$613K Buy
1,263
+397
+46% +$185K 0.05% 291
2025
Q2 		$352K Buy
866
+110
+15% +$46K 0.03% 348
2025
Q1 		$377K Hold
756
– – 0.04% 330
2024
Q4 		$394K Buy
756
+41
+6% +$22.5K 0.04% 322
2024
Q3 		$443K Sell
715
-6
-0.8% -$3.55K 0.04% 313
2024
Q2 		$399K Hold
721
– – 0.04% 308
2024
Q1 		$419K Sell
721
-34
-5% -$19.1K 0.04% 307
2023
Q4 		$401K Hold
755
– – 0.04% 306
2023
Q3 		$382K Buy
755
+205
+37% +$109K 0.05% 305
2023
Q2 		$287K Buy
550
+82
+18% +$44.3K 0.03% 347
2023
Q1 		$270K Sell
468
-4
-0.8% -$2.25K 0.03% 348
2022
Q4 		$260K Buy
472
+35
+8% +$18.5K 0.03% 346
2022
Q3 		$222K Buy
+437
New +$245K 0.03% 350
2022
Q2 		– Sell
-354
Closed -$209K – 392
2022
Q1 		$209K Hold
354
– – 0.02% 382
2021
Q4 		$236K Sell
354
-8
-2% -$5K 0.03% 374
2021
Q3 		$207K Buy
+362
New +$199K 0.03% 371

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

Naples Global Advisors's TMO Position: Q1 2026 in Review

Naples Global Advisors increased its Thermo Fisher Scientific (TMO) stake by 2.1% in Q1 2026, buying an estimated $14.7K and bringing the position to 1,305 shares worth $642K. The position accounts for 0.05% of the portfolio, ranked #289.

Naples Global Advisors first reported a position in TMO in Q3 2021 and has held it in 18 quarters since. The position peaked at $741K in Q4 2025. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Naples Global Advisors held 1,305 shares of Thermo Fisher Scientific worth $642K as of Q1 2026.
  • Naples Global Advisors bought 27 Thermo Fisher Scientific shares in Q1 2026, an estimated $14.7K.
  • Thermo Fisher Scientific made up 0.05% of Naples Global Advisors's portfolio in Q1 2026, its #289 holding.
  • Naples Global Advisors first reported a position in Thermo Fisher Scientific in Q3 2021 and has held it in 18 quarters since.
  • Naples Global Advisors's Thermo Fisher Scientific position peaked at $741K in Q4 2025.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.