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Strategic Planning Group’s Thermo Fisher Scientific TMO Stock Holding History

Strategic Planning Group’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
Q3 		– Sell
-613
Closed -$249K – 86
2025
Q2 		$249K Sell
613
-7,316
-92% -$3.06M 0.04% 74
2025
Q1 		$3.95M Buy
7,929
+1,314
+20% +$712K 0.77% 49
2024
Q4 		$3.44M Buy
6,615
+286
+5% +$157K 0.63% 53
2024
Q3 		$3.92M Buy
6,329
+343
+6% +$203K 0.77% 46
2024
Q2 		$3.31M Buy
5,986
+1,279
+27% +$733K 0.72% 49
2024
Q1 		$2.74M Buy
4,707
+617
+15% +$346K 0.68% 46
2023
Q4 		$2.17M Buy
+4,090
New +$1.98M 0.72% 47

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Strategic Planning Group's TMO Position: Q3 2025 in Review

Strategic Planning Group sold out of Thermo Fisher Scientific (TMO) in Q3 2025, closing a stake of 613 shares — an estimated $249K sold.

Strategic Planning Group first reported a position in TMO in Q4 2023 and held it in 7 quarters. The position peaked at $3.95M in Q1 2025. 2,508 funds tracked by Wall St. Rank hold TMO as of Q3 2025.

  • Strategic Planning Group reported no remaining Thermo Fisher Scientific position as of Q3 2025 after selling out during the quarter.
  • Strategic Planning Group sold 613 Thermo Fisher Scientific shares in Q3 2025, an estimated $249K.
  • Strategic Planning Group first reported a position in Thermo Fisher Scientific in Q4 2023 and held it in 7 quarters.
  • Strategic Planning Group's Thermo Fisher Scientific position peaked at $3.95M in Q1 2025.
  • 2,508 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2025.

Based on Strategic Planning Group's 13F filing for Q3 2025, filed 23 Oct 2025.