Wallace Advisory Group’s Thermo Fisher Scientific TMO Stock Holding History

Wallace Advisory 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
2026 Q1	$308K	Buy	627 +25	+4%	+$13.6K	0.33%	77
2025 Q4	$349K	Sell	602 -1,717	-74%	-$971K	0.37%	70
2025 Q3	$940K	Sell	2,319 -671	-22%	-$312K	0.76%	31
2025 Q2	$1.49M	Buy	2,990 +90	+3%	+$37.6K	1.08%	19
2025 Q1	$1.51M	Sell	2,900 -42	-1%	-$22.7K	1.04%	19
2024 Q4	$1.82M	Sell	2,942 -42	-1%	-$23.1K	1.26%	14
2024 Q3	$1.65M	Sell	2,984 -37	-1%	-$21.9K	1.21%	16
2024 Q2	$1.67M	Buy	3,021 +1,078	+55%	+$618K	1.2%	17
2024 Q1	$1.03M	Sell	1,943 -276	-12%	-$155K	0.77%	33
2023 Q4	$1.12M	Sell	2,219 -124	-5%	-$60K	0.88%	25
2023 Q3	$1.22M	Buy	2,343 +259	+12%	+$138K	0.88%	26
2023 Q2	$1.2M	Hold	2,084	–	–	0.91%	26
2023 Q1	$1.2M	Sell	2,084 -90	-4%	-$50.7K	0.91%	26
2022 Q4	$1.2M	Buy	+2,174	New	+$1.15M	0.95%	20

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

Wallace Advisory Group's TMO Position: Q1 2026 in Review

Wallace Advisory Group increased its Thermo Fisher Scientific (TMO) stake by 4.2% in Q1 2026, buying an estimated $13.6K and bringing the position to 627 shares worth $308K. The position accounts for 0.33% of the portfolio, ranked #77.

Wallace Advisory Group first reported a position in TMO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.82M in Q4 2024. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Wallace Advisory Group held 627 shares of Thermo Fisher Scientific worth $308K as of Q1 2026.
Wallace Advisory Group bought 25 Thermo Fisher Scientific shares in Q1 2026, an estimated $13.6K.
Thermo Fisher Scientific made up 0.33% of Wallace Advisory Group's portfolio in Q1 2026, its #77 holding.
Wallace Advisory Group first reported a position in Thermo Fisher Scientific in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Thermo Fisher Scientific position peaked at $1.82M in Q4 2024.
2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.