Smith & Howard Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Smith & Howard Wealth Management’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
2025 Q2	–	Sell	-419	Closed	-$209K	–	85
2025 Q1	$209K	Hold	419	–	–	0.06%	81
2024 Q4	$218K	Hold	419	–	–	0.06%	77
2024 Q3	$259K	Sell	419 -89	-18%	-$52.7K	0.07%	70
2024 Q2	$281K	Buy	508 +84	+20%	+$48.1K	0.08%	68
2024 Q1	$247K	Hold	424	–	–	0.08%	68
2023 Q4	$225K	Hold	424	–	–	0.08%	66
2023 Q3	$215K	Buy	424 +6	+1%	+$3.2K	0.08%	69
2023 Q2	$218K	Sell	418 -5	-1%	-$2.7K	0.08%	67
2023 Q1	$244K	Hold	423	–	–	0.08%	63
2022 Q4	$233K	Sell	423 -142	-25%	-$75.2K	0.09%	63
2022 Q3	$287K	Hold	565	–	–	0.12%	55
2022 Q2	$307K	Sell	565 -8	-1%	-$4.4K	0.13%	55
2022 Q1	$339K	Sell	573 -3	-0.5%	-$1.72K	0.14%	51
2021 Q4	$384K	Buy	576 +8	+1%	+$5K	0.17%	48
2021 Q3	$325K	Buy	+568	New	+$312K	0.15%	53
2021 Q2	–	Sell	-465	Closed	-$212K	–	64
2021 Q1	$212K	Hold	465	–	–	0.11%	58
2020 Q4	$217K	Hold	465	–	–	0.12%	61
2020 Q3	$205K	Buy	+465	New	+$192K	0.12%	63
2020 Q1	–	Sell	-668	Closed	-$217K	–	87
2019 Q4	$217K	Buy	+668	New	+$203K	0.07%	83

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Smith & Howard Wealth Management's TMO Position: Q2 2025 in Review

Smith & Howard Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q2 2025, closing a stake of 419 shares — an estimated $209K sold.

Smith & Howard Wealth Management first reported a position in TMO in Q4 2019 and held it in 19 quarters. The position peaked at $384K in Q4 2021. 2,458 funds tracked by Wall St. Rank hold TMO as of Q2 2025.

Smith & Howard Wealth Management reported no remaining Thermo Fisher Scientific position as of Q2 2025 after selling out during the quarter.
Smith & Howard Wealth Management sold 419 Thermo Fisher Scientific shares in Q2 2025, an estimated $209K.
Smith & Howard Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2019 and held it in 19 quarters.
Smith & Howard Wealth Management's Thermo Fisher Scientific position peaked at $384K in Q4 2021.
2,458 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2025.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.