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Waverly Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Waverly 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 		$17.6M Buy
35,833
+5,044
+16% +$2.74M 0.13% 152
2025
Q4 		$17.8M Buy
30,789
+5,458
+22% +$3.09M 0.14% 138
2025
Q3 		$12.3M Buy
25,331
+216
+0.9% +$101K 0.12% 168
2025
Q2 		$10.2M Buy
25,115
+1,610
+7% +$673K 0.11% 189
2025
Q1 		$11.7M Buy
23,505
+1,982
+9% +$1.07M 0.14% 159
2024
Q4 		$11.2M Buy
21,523
+1,346
+7% +$740K 0.17% 123
2024
Q3 		$12.5M Buy
20,177
+1,442
+8% +$854K 0.23% 90
2024
Q2 		$10.4M Buy
18,735
+16,349
+685% +$9.37M 0.2% 104
2024
Q1 		$1.39M Buy
2,386
+158
+7% +$88.7K 0.03% 314
2023
Q4 		$1.18M Sell
2,228
-5
-0.2% -$2.42K 0.04% 201
2023
Q3 		$1.13M Buy
2,233
+131
+6% +$69.8K 0.05% 185
2023
Q2 		$1.1M Buy
2,102
+99
+5% +$53.4K 0.05% 175
2023
Q1 		$1.15M Sell
2,003
-1
-0% -$564 0.06% 135
2022
Q4 		$1.1M Buy
2,004
+198
+11% +$105K 0.06% 127
2022
Q3 		$916K Buy
1,806
+282
+19% +$158K 0.06% 117
2022
Q2 		$828K Sell
1,524
-50
-3% -$27.5K 0.08% 95
2022
Q1 		$930K Sell
1,574
-2
-0.1% -$1.15K 0.08% 80
2021
Q4 		$892K Sell
1,576
-58
-4% -$36.2K 0.08% 84
2021
Q3 		$1.03M Hold
1,634
– – 0.09% 76
2021
Q2 		$890K Buy
1,634
+240
+17% +$113K 0.08% 74
2021
Q1 		$649K Buy
1,394
+49
+4% +$23.4K 0.06% 89
2020
Q4 		$664K Sell
1,345
-35
-3% -$16.4K 0.07% 84
2020
Q3 		$653K Hold
1,380
– – 0.09% 77
2020
Q2 		$575K Buy
1,380
+75
+6% +$25.1K 0.07% 81
2020
Q1 		$370K Buy
1,305
+16
+1% +$5.04K 0.06% 94
2019
Q4 		$428K Hold
1,289
– – 0.06% 90
2019
Q3 		$375K Hold
1,289
– – 0.05% 93
2019
Q2 		$379K Buy
1,289
+75
+6% +$20.7K 0.06% 87
2019
Q1 		$332K Hold
1,214
– – 0.05% 90
2018
Q4 		$272K Sell
1,214
-191
-14% -$44.8K 0.05% 95
2018
Q3 		$343K Sell
1,405
-315
-18% -$72.5K 0.05% 143
2018
Q2 		$356K Buy
1,720
+315
+22% +$66.9K 0.06% 140
2018
Q1 		$290K Buy
1,405
+153
+12% +$32.1K 0.05% 150
2017
Q4 		$238K Sell
1,252
-35
-3% -$6.71K 0.03% 213
2017
Q3 		$244K Sell
1,287
-35
-3% -$6.34K 0.05% 197
2017
Q2 		$231K Buy
+1,322
New +$222K 0.06% 194
2014
Q4 		– Sell
-47
Closed -$6K – 655
2014
Q3 		$6K Hold
47
– – ﹤0.01% 600
2014
Q2 		$6K Hold
47
– – ﹤0.01% 561
2014
Q1 		$6K Sell
47
-928
-95% -$110K ﹤0.01% 526
2013
Q4 		$109K Buy
975
+75
+8% +$7.46K 0.04% 213
2013
Q3 		$83K Buy
+900
New +$81.4K 0.04% 174

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

Waverly Advisors's TMO Position: Q1 2026 in Review

Waverly Advisors increased its Thermo Fisher Scientific (TMO) stake by 16% in Q1 2026, buying an estimated $2.74M and bringing the position to 35,833 shares worth $17.6M. The position accounts for 0.13% of the portfolio, ranked #152.

Waverly Advisors first reported a position in TMO in Q3 2013 and has held it in 41 quarters since. The position peaked at $17.8M in Q4 2025. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Waverly Advisors held 35,833 shares of Thermo Fisher Scientific worth $17.6M as of Q1 2026.
  • Waverly Advisors bought 5,044 Thermo Fisher Scientific shares in Q1 2026, an estimated $2.74M.
  • Thermo Fisher Scientific made up 0.13% of Waverly Advisors's portfolio in Q1 2026, its #152 holding.
  • Waverly Advisors first reported a position in Thermo Fisher Scientific in Q3 2013 and has held it in 41 quarters since.
  • Waverly Advisors's Thermo Fisher Scientific position peaked at $17.8M in Q4 2025.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.