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Summit Trail Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Summit Trail Advisors’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 		$6.44M Buy
13,108
+3,669
+39% +$1.99M 0.09% 121
2025
Q4 		$5.47M Sell
9,439
-1,668
-15% -$943K 0.09% 119
2025
Q3 		$5.39M Buy
11,107
+2,357
+27% +$1.1M 0.07% 135
2025
Q2 		$3.55M Buy
+8,750
New +$3.66M 0.06% 161
2024
Q4 		– Sell
-5,378
Closed -$3.33M – 727
2024
Q3 		$3.33M Buy
5,378
+1,214
+29% +$719K 0.08% 111
2024
Q2 		$2.3M Buy
4,164
+157
+4% +$89.9K 0.06% 129
2024
Q1 		$2.33M Buy
4,007
+488
+14% +$274K 0.06% 117
2023
Q4 		$1.87M Sell
3,519
-161
-4% -$77.9K 0.06% 108
2023
Q3 		$1.86M Sell
3,680
-14
-0.4% -$7.46K 0.07% 98
2023
Q2 		$1.93M Buy
3,694
+1,743
+89% +$941K 0.07% 101
2023
Q1 		$1.13M Sell
1,951
-34
-2% -$19.2K 0.05% 117
2022
Q4 		$1.09M Buy
1,985
+74
+4% +$39.2K 0.05% 112
2022
Q3 		$970K Buy
1,911
+230
+14% +$129K 0.05% 112
2022
Q2 		$914K Buy
1,681
+110
+7% +$60.5K 0.06% 125
2022
Q1 		$928K Buy
1,571
+430
+38% +$247K 0.08% 110
2021
Q4 		$762K Sell
1,141
-91
-7% -$56.8K 0.05% 146
2021
Q3 		$704K Buy
1,232
+73
+6% +$40.1K 0.05% 140
2021
Q2 		$585K Buy
1,159
+172
+17% +$81.2K 0.05% 128
2021
Q1 		$451K Sell
987
-75
-7% -$35.8K 0.05% 128
2020
Q4 		$495K Sell
1,062
-429
-29% -$201K 0.06% 115
2020
Q3 		$725K Buy
1,491
+417
+39% +$172K 0.14% 79
2020
Q2 		$389K Sell
1,074
-69
-6% -$23.1K 0.07% 110
2020
Q1 		$324K Buy
+1,143
New +$360K 0.09% 88
2018
Q2 		– Sell
-4,120
Closed -$545K – 667
2018
Q1 		$545K Buy
4,120
+1,041
+34% +$219K 0.09% 196
2017
Q4 		$648K Buy
+3,079
New +$590K 0.08% 193

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 Trail Advisors's TMO Position: Q1 2026 in Review

Summit Trail Advisors increased its Thermo Fisher Scientific (TMO) stake by 39% in Q1 2026, buying an estimated $1.99M and bringing the position to 13,108 shares worth $6.44M. The position accounts for 0.09% of the portfolio, ranked #121.

Summit Trail Advisors first reported a position in TMO in Q4 2017 and has held it in 25 quarters since. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Summit Trail Advisors held 13,108 shares of Thermo Fisher Scientific worth $6.44M as of Q1 2026.
  • Summit Trail Advisors bought 3,669 Thermo Fisher Scientific shares in Q1 2026, an estimated $1.99M.
  • Thermo Fisher Scientific made up 0.09% of Summit Trail Advisors's portfolio in Q1 2026, its #121 holding.
  • Summit Trail Advisors first reported a position in Thermo Fisher Scientific in Q4 2017 and has held it in 25 quarters since.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.