Peak Financial Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Peak Financial 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	–	Sell	-369	Closed	-$214K	–	96
2025 Q4	$214K	Buy	+369	New	+$209K	0.1%	86
2024 Q4	–	Sell	-369	Closed	-$228K	–	86
2024 Q3	$228K	Hold	369	–	–	0.12%	70
2024 Q2	$204K	Sell	369 -22	-6%	-$12.6K	0.12%	71
2024 Q1	$227K	Sell	391 -19	-5%	-$10.7K	0.14%	66
2023 Q4	$218K	Hold	410	–	–	0.15%	70
2023 Q3	$208K	Hold	410	–	–	0.22%	51
2023 Q2	$214K	Hold	410	–	–	0.17%	66
2023 Q1	$236K	Hold	410	–	–	0.2%	55
2022 Q4	$226K	Hold	410	–	–	0.21%	59
2022 Q3	$208K	Hold	410	–	–	0.26%	57
2022 Q2	$223K	Hold	410	–	–	0.22%	63
2022 Q1	$242K	Sell	410 -38	-8%	-$21.8K	0.21%	72
2021 Q4	$299K	Hold	448	–	–	0.23%	62
2021 Q3	$256K	Hold	448	–	–	0.23%	62
2021 Q2	$226K	Sell	448 -173	-28%	-$81.6K	0.19%	66
2021 Q1	$283K	Sell	621 -23	-4%	-$11K	0.24%	60
2020 Q4	$300K	Buy	+644	New	+$302K	0.26%	51

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

Peak Financial Advisors's TMO Position: Q1 2026 in Review

Peak Financial Advisors sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 369 shares — an estimated $214K sold.

Peak Financial Advisors first reported a position in TMO in Q4 2020 and held it in 17 quarters. The position peaked at $300K in Q4 2020. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Peak Financial Advisors reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
Peak Financial Advisors sold 369 Thermo Fisher Scientific shares in Q1 2026, an estimated $214K.
Peak Financial Advisors first reported a position in Thermo Fisher Scientific in Q4 2020 and held it in 17 quarters.
Peak Financial Advisors's Thermo Fisher Scientific position peaked at $300K in Q4 2020.
2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.