Old North State Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Old North State 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 Q2	$333K	Buy	661 +60	+10%	+$28.8K	0.14%	93
2026 Q1	$296K	Sell	601 -10	-2%	-$5.43K	0.14%	99
2025 Q4	$355K	Sell	611 -53	-8%	-$30K	0.17%	91
2025 Q3	$323K	Sell	664 -140	-17%	-$65.2K	0.15%	98
2025 Q2	$327K	Buy	804 +156	+24%	+$65.2K	0.17%	93
2025 Q1	$323K	Buy	648 +120	+23%	+$65K	0.18%	89
2024 Q4	$275K	Buy	528 +65	+14%	+$35.7K	0.15%	93
2024 Q3	$287K	Sell	463 -34	-7%	-$20.1K	0.16%	90
2024 Q2	$275K	Buy	497 +77	+18%	+$44.1K	0.18%	76
2024 Q1	$244K	Buy	420 +20	+5%	+$11.2K	0.16%	81
2023 Q4	$213K	Buy	+400	New	+$194K	0.16%	79
2023 Q2	–	Sell	-355	Closed	-$205K	–	74
2023 Q1	$205K	Buy	+355	New	+$200K	0.19%	66

Other funds holding TMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Old North State Wealth Management's TMO Position: Q2 2026 in Review

Old North State Wealth Management increased its Thermo Fisher Scientific (TMO) stake by 10% in Q2 2026, buying an estimated $28.8K and bringing the position to 661 shares worth $333K. The position accounts for 0.14% of the portfolio, ranked #93.

Old North State Wealth Management first reported a position in TMO in Q1 2023 and has held it in 12 quarters since. The position peaked at $355K in Q4 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Old North State Wealth Management held 661 shares of Thermo Fisher Scientific worth $333K as of Q2 2026.
Old North State Wealth Management bought 60 Thermo Fisher Scientific shares in Q2 2026, an estimated $28.8K.
Thermo Fisher Scientific made up 0.14% of Old North State Wealth Management's portfolio in Q2 2026, its #93 holding.
Old North State Wealth Management first reported a position in Thermo Fisher Scientific in Q1 2023 and has held it in 12 quarters since.
Old North State Wealth Management's Thermo Fisher Scientific position peaked at $355K in Q4 2025.
2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.