Spartan Planning & Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Spartan Planning & 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
2026 Q1	–	Sell	-736	Closed	-$426K	–	91
2025 Q4	$426K	Buy	+736	New	+$416K	0.31%	46
2023 Q4	$103K	Buy	+194	New	+$93.9K	0.11%	93
2022 Q4	$59.5K	Buy	+108	New	+$57.2K	0.07%	94
2022 Q2	–	Sell	-4,630	Closed	-$2.73M	–	150
2022 Q1	$2.73M	Buy	+4,630	New	+$2.66M	3.42%	10

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

Spartan Planning & Wealth Management's TMO Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 736 shares — an estimated $426K sold.

Spartan Planning & Wealth Management first reported a position in TMO in Q1 2022 and held it in 4 quarters. The position peaked at $2.73M in Q1 2022. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Spartan Planning & Wealth Management reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 736 Thermo Fisher Scientific shares in Q1 2026, an estimated $426K.
Spartan Planning & Wealth Management first reported a position in Thermo Fisher Scientific in Q1 2022 and held it in 4 quarters.
Spartan Planning & Wealth Management's Thermo Fisher Scientific position peaked at $2.73M in Q1 2022.
2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.