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Summit Financial’s Thermo Fisher Scientific TMO Stock Holding History

Summit Financial’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 		$1.75M Buy
3,555
+249
+8% +$135K 0.02% 615
2025
Q4 		$1.92M Sell
3,306
-214
-6% -$121K 0.03% 509
2025
Q3 		$1.71M Sell
3,520
-1,018
-22% -$474K 0.03% 512
2025
Q2 		$1.84M Sell
4,538
-1,229
-21% -$514K 0.04% 304
2025
Q1 		$2.87M Buy
5,767
+606
+12% +$328K 0.08% 213
2024
Q4 		$2.69M Sell
5,161
-258
-5% -$142K 0.09% 172
2024
Q3 		$3.35M Buy
5,419
+705
+15% +$417K 0.13% 124
2024
Q2 		$2.61M Buy
4,714
+2,305
+96% +$1.32M 0.12% 122
2024
Q1 		$1.4M Sell
2,409
-405
-14% -$227K 0.08% 146
2023
Q4 		$1.49M Buy
2,814
+147
+6% +$71.2K 0.1% 129
2023
Q3 		$1.35M Buy
2,667
+303
+13% +$161K 0.1% 130
2023
Q2 		$1.23M Buy
2,364
+9
+0.4% +$4.86K 0.09% 132
2023
Q1 		$1.36M Buy
2,355
+65
+3% +$36.6K 0.12% 87
2022
Q4 		$1.26M Sell
2,290
-57
-2% -$30.2K 0.12% 94
2022
Q3 		$1.19M Buy
2,347
+435
+23% +$243K 0.11% 89
2022
Q2 		$1.04M Buy
1,912
+25
+1% +$13.8K 0.1% 96
2022
Q1 		$1.12M Buy
1,887
+137
+8% +$78.7K 0.09% 107
2021
Q4 		$1.17M Buy
1,750
+480
+38% +$300K 0.09% 96
2021
Q3 		$726K Buy
1,270
+619
+95% +$340K 0.06% 106
2021
Q2 		$329K Buy
+651
New +$307K 0.03% 120

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Summit Financial's TMO Position: Q1 2026 in Review

Summit Financial increased its Thermo Fisher Scientific (TMO) stake by 7.5% in Q1 2026, buying an estimated $135K and bringing the position to 3,555 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #615.

Summit Financial first reported a position in TMO in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.35M in Q3 2024. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Summit Financial held 3,555 shares of Thermo Fisher Scientific worth $1.75M as of Q1 2026.
  • Summit Financial bought 249 Thermo Fisher Scientific shares in Q1 2026, an estimated $135K.
  • Thermo Fisher Scientific made up 0.02% of Summit Financial's portfolio in Q1 2026, its #615 holding.
  • Summit Financial first reported a position in Thermo Fisher Scientific in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's Thermo Fisher Scientific position peaked at $3.35M in Q3 2024.
  • 2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.