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WealthPlan Investment Management’s Thermo Fisher Scientific TMO Stock Holding History

WealthPlan Investment Management’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 		$3.48M Sell
7,070
-2,107
-23% -$1.14M 0.19% 114
2025
Q4 		$5.32M Sell
9,177
-6,326
-41% -$3.58M 0.34% 80
2025
Q3 		$7.52M Sell
15,503
-772
-5% -$359K 0.5% 72
2025
Q2 		$6.6M Buy
16,275
+9,848
+153% +$4.12M 0.48% 69
2025
Q1 		$3.2M Buy
6,427
+2,216
+53% +$1.2M 0.31% 85
2024
Q4 		$2.19M Buy
4,211
+241
+6% +$133K 0.22% 98
2024
Q3 		$2.46M Buy
3,970
+1,231
+45% +$729K 0.25% 93
2024
Q2 		$1.51M Buy
2,739
+110
+4% +$63K 0.23% 85
2024
Q1 		$1.53M Buy
2,629
+374
+17% +$210K 0.23% 82
2023
Q4 		$1.2M Buy
2,255
+305
+16% +$148K 0.19% 91
2023
Q3 		$987K Buy
1,950
+942
+93% +$502K 0.17% 86
2023
Q2 		$526K Sell
1,008
-694
-41% -$375K 0.16% 90
2023
Q1 		$981K Sell
1,702
-2,753
-62% -$1.55M 0.17% 87
2022
Q4 		$2.56M Buy
4,455
+645
+17% +$342K 0.18% 108
2022
Q3 		$2.13M Buy
+3,810
New +$2.13M 0.16% 109
2022
Q1 		$437K Buy
+790
New +$454K 0.03% 268

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

WealthPlan Investment Management's TMO Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Thermo Fisher Scientific (TMO) stake by 23% in Q1 2026, selling an estimated $1.14M and leaving 7,070 shares worth $3.48M. The position accounts for 0.19% of the portfolio, ranked #114.

WealthPlan Investment Management first reported a position in TMO in Q1 2022 and has held it in 16 quarters since. The position peaked at $7.52M in Q3 2025. 2,589 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • WealthPlan Investment Management held 7,070 shares of Thermo Fisher Scientific worth $3.48M as of Q1 2026.
  • WealthPlan Investment Management sold 2,107 Thermo Fisher Scientific shares in Q1 2026, an estimated $1.14M.
  • Thermo Fisher Scientific made up 0.19% of WealthPlan Investment Management's portfolio in Q1 2026, its #114 holding.
  • WealthPlan Investment Management first reported a position in Thermo Fisher Scientific in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Thermo Fisher Scientific position peaked at $7.52M in Q3 2025.
  • 2,589 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.