Shepherd Financial Partners’s Thermo Fisher Scientific TMO Stock Holding History

Shepherd Financial Partners’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	$223K	Hold	453	–	–	0.02%	227
2025 Q4	$262K	Hold	453	–	–	0.02%	211
2025 Q3	$220K	Buy	+453	New	+$211K	0.02%	235
2025 Q2	–	Sell	-421	Closed	-$209K	–	246
2025 Q1	$209K	Buy	421 +30	+8%	+$16.2K	0.02%	226
2024 Q4	$203K	Sell	391 -47	-11%	-$25.8K	0.02%	215
2024 Q3	$271K	Hold	438	–	–	0.03%	188
2024 Q2	$242K	Hold	438	–	–	0.03%	190
2024 Q1	$255K	Buy	+438	New	+$246K	0.03%	191

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

Shepherd Financial Partners's TMO Position: Q1 2026 in Review

Shepherd Financial Partners held its Thermo Fisher Scientific (TMO) position steady in Q1 2026 at 453 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #227.

Shepherd Financial Partners first reported a position in TMO in Q1 2024 and has held it in 8 quarters since. The position peaked at $271K in Q3 2024. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Shepherd Financial Partners held 453 shares of Thermo Fisher Scientific worth $223K as of Q1 2026.
Shepherd Financial Partners left its Thermo Fisher Scientific share count unchanged in Q1 2026.
Thermo Fisher Scientific made up 0.02% of Shepherd Financial Partners's portfolio in Q1 2026, its #227 holding.
Shepherd Financial Partners first reported a position in Thermo Fisher Scientific in Q1 2024 and has held it in 8 quarters since.
Shepherd Financial Partners's Thermo Fisher Scientific position peaked at $271K in Q3 2024.
2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

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