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Roberts Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Roberts Wealth 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 		$4.66M Buy
9,476
+595
+7% +$323K 1.18% 25
2025
Q4 		$5.15M Buy
8,881
+81
+0.9% +$45.8K 1.34% 21
2025
Q3 		$4.27M Buy
8,800
+175
+2% +$81.5K 1.14% 29
2025
Q2 		$3.5M Buy
8,625
+321
+4% +$134K 1.01% 33
2025
Q1 		$4.13M Buy
8,304
+100
+1% +$54.2K 1.27% 28
2024
Q4 		$4.52M Buy
8,204
+47
+0.6% +$25.8K 1.37% 25
2024
Q3 		$4.86M Buy
8,157
+140
+2% +$82.9K 1.57% 20
2024
Q2 		$4.26M Buy
8,017
+91
+1% +$52.1K 1.46% 22
2024
Q1 		$4.42M Buy
+7,926
New +$4.45M 1.65% 17
2023
Q4 		– Sell
-7,546
Closed -$3.69M – 80
2023
Q3 		$3.69M Buy
7,546
+121
+2% +$64.5K 1.62% 20
2023
Q2 		$3.87M Sell
7,425
-37
-0.5% -$20K 1.7% 19
2023
Q1 		$4.3M Buy
7,462
+121
+2% +$68.2K 1.97% 11
2022
Q4 		$4.06M Buy
7,341
+127
+2% +$67.3K 1.96% 11
2022
Q3 		$3.9M Buy
7,214
+111
+2% +$62.1K 1.92% 14
2022
Q2 		$3.93M Buy
7,103
+251
+4% +$138K 1.71% 14
2022
Q1 		$4.06M Buy
6,852
+118
+2% +$67.8K 1.59% 19
2021
Q4 		$4.34M Buy
6,734
+142
+2% +$88.7K 1.56% 19
2021
Q3 		$3.77M Buy
+6,592
New +$3.62M 1.49% 22

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

Roberts Wealth Advisors's TMO Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Thermo Fisher Scientific (TMO) stake by 6.7% in Q1 2026, buying an estimated $323K and bringing the position to 9,476 shares worth $4.66M. The position accounts for 1.18% of the portfolio, ranked #25.

Roberts Wealth Advisors first reported a position in TMO in Q3 2021 and has held it in 18 quarters since. The position peaked at $5.15M in Q4 2025. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Roberts Wealth Advisors held 9,476 shares of Thermo Fisher Scientific worth $4.66M as of Q1 2026.
  • Roberts Wealth Advisors bought 595 Thermo Fisher Scientific shares in Q1 2026, an estimated $323K.
  • Thermo Fisher Scientific made up 1.18% of Roberts Wealth Advisors's portfolio in Q1 2026, its #25 holding.
  • Roberts Wealth Advisors first reported a position in Thermo Fisher Scientific in Q3 2021 and has held it in 18 quarters since.
  • Roberts Wealth Advisors's Thermo Fisher Scientific position peaked at $5.15M in Q4 2025.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.