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Phoenix Financial’s Thermo Fisher Scientific TMO Stock Holding History

Phoenix 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 		$5.13M Buy
10,421
+1,580
+18% +$857K 0.05% 117
2025
Q4 		$3.71M Buy
8,841
+1,889
+27% +$1.07M 0.04% 150
2025
Q3 		$2.56M Buy
6,952
+2,065
+42% +$961K 0.03% 169
2025
Q2 		$2M Buy
4,887
+992
+25% +$415K 0.03% 186
2025
Q1 		$1.94M Sell
3,895
-7,336
-65% -$3.97M 0.03% 179
2024
Q4 		$5.85M Sell
11,231
-355
-3% -$195K 0.08% 119
2024
Q3 		$7.18M Sell
11,586
-2,510
-18% -$1.49M 0.11% 111
2024
Q2 		$7.8M Buy
14,096
+773
+6% +$443K 0.12% 100
2024
Q1 		$7.75M Buy
13,323
+2,043
+18% +$1.15M 0.11% 91
2023
Q4 		$6.75M Buy
11,280
+1,914
+20% +$926K 0.11% 90
2023
Q3 		$4.75M Buy
9,366
+1,654
+21% +$881K 0.09% 107
2023
Q2 		$4.03M Sell
7,712
-166,195
-96% -$89.7M 0.08% 104
2023
Q1 		$100M Buy
173,907
+2,855
+2% +$1.61M 2.24% 15
2022
Q4 		$94.2M Buy
171,052
+56,605
+49% +$30M 1.82% 17
2022
Q3 		$59.2M Buy
114,447
+111,703
+4,071% +$62.5M 1.3% 23
2022
Q2 		$1.49M Sell
2,744
-159
-5% -$87.5K 0.03% 195
2022
Q1 		$1.72M Buy
+2,903
New +$1.67M 0.03% 210

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

Phoenix Financial's TMO Position: Q1 2026 in Review

Phoenix Financial increased its Thermo Fisher Scientific (TMO) stake by 18% in Q1 2026, buying an estimated $857K and bringing the position to 10,421 shares worth $5.13M. The position accounts for 0.05% of the portfolio, ranked #117.

Phoenix Financial first reported a position in TMO in Q1 2022 and has held it in 17 quarters since. The position peaked at $100M in Q1 2023. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Phoenix Financial held 10,421 shares of Thermo Fisher Scientific worth $5.13M as of Q1 2026.
  • Phoenix Financial bought 1,580 Thermo Fisher Scientific shares in Q1 2026, an estimated $857K.
  • Thermo Fisher Scientific made up 0.05% of Phoenix Financial's portfolio in Q1 2026, its #117 holding.
  • Phoenix Financial first reported a position in Thermo Fisher Scientific in Q1 2022 and has held it in 17 quarters since.
  • Phoenix Financial's Thermo Fisher Scientific position peaked at $100M in Q1 2023.
  • 2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

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