Stamos Capital Partners’s Thermo Fisher Scientific TMO Stock Holding History

Stamos Capital 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	$2.22M	Buy	4,526 +934	+26%	+$507K	0.35%	89
2025 Q4	$2.08M	Buy	3,592 +40	+1%	+$22.6K	0.33%	90
2025 Q3	$1.72M	Sell	3,552 -919	-21%	-$428K	0.33%	79
2025 Q2	$1.81M	Buy	4,471 +1,848	+70%	+$773K	0.33%	92
2025 Q1	$1.31M	Buy	+2,623	New	+$1.42M	0.34%	85
2023 Q4	–	Sell	-3,840	Closed	-$1.94M	–	130
2023 Q3	$1.94M	Hold	3,840	–	–	0.43%	69
2023 Q2	$2M	Buy	3,840 +140	+4%	+$75.5K	0.47%	64
2023 Q1	$2.13M	Buy	3,700 +2,800	+311%	+$1.58M	0.55%	56
2022 Q4	$496K	Sell	900 -1,040	-54%	-$551K	0.16%	114
2022 Q3	$984K	Buy	1,940 +1,210	+166%	+$677K	0.25%	82
2022 Q2	$397K	Hold	730	–	–	0.12%	94
2022 Q1	$431K	Buy	+730	New	+$419K	0.14%	83
2020 Q4	–	Sell	-700	Closed	-$309K	–	73
2020 Q3	$309K	Hold	700	–	–	0.11%	60
2020 Q2	$254K	Sell	700 -2,923	-81%	-$980K	0.15%	46
2020 Q1	$1.03M	Buy	+3,623	New	+$1.14M	0.54%	56
2019 Q2	–	Sell	-1,000	Closed	-$264K	–	84
2019 Q1	$264K	Sell	1,000 -1,500	-60%	-$373K	0.34%	55
2018 Q4	$559K	Buy	+2,500	New	+$587K	0.42%	56

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

Stamos Capital Partners's TMO Position: Q1 2026 in Review

Stamos Capital Partners increased its Thermo Fisher Scientific (TMO) stake by 26% in Q1 2026, buying an estimated $507K and bringing the position to 4,526 shares worth $2.22M. The position accounts for 0.35% of the portfolio, ranked #89.

Stamos Capital Partners first reported a position in TMO in Q4 2018 and has held it in 17 quarters since. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Stamos Capital Partners held 4,526 shares of Thermo Fisher Scientific worth $2.22M as of Q1 2026.
Stamos Capital Partners bought 934 Thermo Fisher Scientific shares in Q1 2026, an estimated $507K.
Thermo Fisher Scientific made up 0.35% of Stamos Capital Partners's portfolio in Q1 2026, its #89 holding.
Stamos Capital Partners first reported a position in Thermo Fisher Scientific in Q4 2018 and has held it in 17 quarters since.
2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.