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

SFMG 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
Q2 		$4.94M Buy
9,852
+140
+1% +$67.2K 0.3% 44
2026
Q1 		$4.77M Sell
9,712
-23
-0.2% -$12.5K 0.32% 43
2025
Q4 		$5.64M Buy
9,735
+38
+0.4% +$21.5K 0.38% 40
2025
Q3 		$4.7M Buy
9,697
+360
+4% +$168K 0.33% 46
2025
Q2 		$3.79M Buy
9,337
+2,925
+46% +$1.22M 0.28% 47
2025
Q1 		$3.19M Buy
6,412
+325
+5% +$176K 0.25% 53
2024
Q4 		$3.17M Sell
6,087
-73
-1% -$40.1K 0.25% 51
2024
Q3 		$3.81M Buy
6,160
+111
+2% +$65.7K 0.31% 39
2024
Q2 		$3.34M Buy
6,049
+213
+4% +$122K 0.29% 47
2024
Q1 		$3.39M Buy
5,836
+118
+2% +$66.2K 0.29% 47
2023
Q4 		$3.03M Buy
5,718
+66
+1% +$31.9K 0.28% 47
2023
Q3 		$2.86M Buy
5,652
+131
+2% +$69.8K 0.29% 49
2023
Q2 		$2.88M Buy
5,521
+222
+4% +$120K 0.3% 49
2023
Q1 		$3.05M Buy
5,299
+98
+2% +$55.2K 0.33% 44
2022
Q4 		$2.86M Buy
5,201
+131
+3% +$69.4K 0.32% 45
2022
Q3 		$2.54M Buy
5,070
+620
+14% +$347K 0.3% 46
2022
Q2 		$2.42M Buy
4,450
+349
+9% +$192K 0.28% 52
2022
Q1 		$2.42M Buy
4,101
+493
+14% +$283K 0.24% 57
2021
Q4 		$2.41M Buy
3,608
+426
+13% +$266K 0.23% 57
2021
Q3 		$1.82M Buy
3,182
+671
+27% +$368K 0.2% 66
2021
Q2 		$1.27M Buy
2,511
+480
+24% +$226K 0.14% 78
2021
Q1 		$927K Buy
2,031
+1,449
+249% +$692K 0.11% 96
2020
Q4 		$271K Buy
+582
New +$273K 0.03% 177

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SFMG Wealth Advisors's TMO Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Thermo Fisher Scientific (TMO) stake by 1.4% in Q2 2026, buying an estimated $67.2K and bringing the position to 9,852 shares worth $4.94M. The position accounts for 0.3% of the portfolio, ranked #44.

SFMG Wealth Advisors first reported a position in TMO in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.64M in Q4 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • SFMG Wealth Advisors held 9,852 shares of Thermo Fisher Scientific worth $4.94M as of Q2 2026.
  • SFMG Wealth Advisors bought 140 Thermo Fisher Scientific shares in Q2 2026, an estimated $67.2K.
  • Thermo Fisher Scientific made up 0.3% of SFMG Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • SFMG Wealth Advisors first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 23 quarters since.
  • SFMG Wealth Advisors's Thermo Fisher Scientific position peaked at $5.64M in Q4 2025.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.