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Symphony Financial’s Thermo Fisher Scientific TMO Stock Holding History

Symphony 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 		$310K Sell
642
-66
-9% -$35.8K 0.04% 225
2025
Q4 		$413K Sell
708
-136
-16% -$76.9K 0.06% 187
2025
Q3 		$398K Sell
844
-2,248
-73% -$1.05M 0.05% 184
2025
Q2 		$653K Buy
+3,092
New +$1.29M 0.09% 131
2025
Q1 		– Sell
-1,357
Closed -$778K – 205
2024
Q4 		$778K Sell
1,357
-37
-3% -$20.3K 0.12% 116
2024
Q3 		$856K Buy
1,394
+820
+143% +$485K 0.14% 108
2024
Q2 		$315K Buy
574
+128
+29% +$73.3K 0.06% 164
2024
Q1 		$259K Buy
+446
New +$250K 0.06% 157
2023
Q4 		– Sell
-493
Closed -$244K – 207
2023
Q3 		$244K Sell
493
-419
-46% -$223K 0.06% 142
2023
Q2 		$469K Buy
912
+19
+2% +$10.3K 0.12% 121
2023
Q1 		$504K Sell
893
-215
-19% -$121K 0.13% 132
2022
Q4 		$626K Sell
1,108
-48
-4% -$25.4K 0.17% 113
2022
Q3 		$597K Sell
1,156
-34
-3% -$19K 0.2% 112
2022
Q2 		$638K Sell
1,190
-82
-6% -$45.1K 0.19% 105
2022
Q1 		$767K Buy
1,272
+241
+23% +$138K 0.18% 100
2021
Q4 		$665K Buy
1,031
+133
+15% +$83K 0.18% 97
2021
Q3 		$520K Sell
898
-26
-3% -$14.3K 0.18% 95
2021
Q2 		$466K Buy
924
+105
+13% +$49.5K 0.16% 104
2021
Q1 		$384K Sell
819
-371
-31% -$177K 0.1% 133
2020
Q4 		$562K Buy
1,190
+104
+10% +$48.8K 0.2% 85
2020
Q3 		$480K Buy
+1,086
New +$449K 0.2% 80

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

Symphony Financial's TMO Position: Q1 2026 in Review

Symphony Financial reduced its Thermo Fisher Scientific (TMO) stake by 9.3% in Q1 2026, selling an estimated $35.8K and leaving 642 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #225.

Symphony Financial first reported a position in TMO in Q3 2020 and has held it in 21 quarters since. The position peaked at $856K in Q3 2024. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Symphony Financial held 642 shares of Thermo Fisher Scientific worth $310K as of Q1 2026.
  • Symphony Financial sold 66 Thermo Fisher Scientific shares in Q1 2026, an estimated $35.8K.
  • Thermo Fisher Scientific made up 0.04% of Symphony Financial's portfolio in Q1 2026, its #225 holding.
  • Symphony Financial first reported a position in Thermo Fisher Scientific in Q3 2020 and has held it in 21 quarters since.
  • Symphony Financial's Thermo Fisher Scientific position peaked at $856K in Q3 2024.
  • 2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.