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Wellington Shields & Co’s Thermo Fisher Scientific TMO Stock Holding History

Wellington Shields & Co’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 		$684K Sell
1,392
-118
-8% -$64K 0.17% 117
2025
Q4 		$875K Buy
1,510
+43
+3% +$24.3K 0.22% 99
2025
Q3 		$712K Sell
1,467
-213
-13% -$99.1K 0.19% 109
2025
Q2 		$681K Sell
1,680
-919
-35% -$384K 0.19% 111
2025
Q1 		$1.29M Sell
2,599
-136
-5% -$73.7K 0.4% 60
2024
Q4 		$1.42M Sell
2,735
-188
-6% -$103K 0.44% 52
2024
Q3 		$1.81M Buy
2,923
+56
+2% +$33.1K 0.55% 41
2024
Q2 		$1.59M Buy
2,867
+257
+10% +$147K 0.52% 42
2024
Q1 		$1.52M Buy
2,610
+115
+5% +$64.5K 0.51% 43
2023
Q4 		$1.32M Sell
2,495
-229
-8% -$111K 0.49% 46
2023
Q3 		$1.38M Buy
2,724
+99
+4% +$52.8K 0.34% 41
2023
Q2 		$1.37M Buy
2,625
+261
+11% +$141K 0.32% 40
2023
Q1 		$1.36M Buy
2,364
+244
+12% +$138K 0.31% 47
2022
Q4 		$1.17M Buy
2,120
+173
+9% +$91.7K 0.27% 51
2022
Q3 		$987K Buy
1,947
+294
+18% +$165K 0.43% 56
2022
Q2 		$898K Buy
1,653
+83
+5% +$45.7K 0.22% 71
2022
Q1 		$927K Sell
1,570
-50
-3% -$28.7K 0.3% 82
2021
Q4 		$1.08M Buy
1,620
+895
+123% +$559K 0.22% 72
2021
Q3 		$414K Sell
725
-70
-9% -$38.4K 0.14% 125
2021
Q2 		$401K Sell
795
-165
-17% -$77.9K 0.13% 125
2021
Q1 		$438K Buy
960
+67
+8% +$32K 0.16% 122
2020
Q4 		$416K Buy
893
+310
+53% +$145K 0.15% 116
2020
Q3 		$257K Buy
+583
New +$241K 0.11% 140
2019
Q4 		– Sell
-3,000
Closed -$874K – 219
2019
Q3 		$874K Buy
+3,000
New +$859K 1.35% 22

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

Wellington Shields & Co's TMO Position: Q1 2026 in Review

Wellington Shields & Co reduced its Thermo Fisher Scientific (TMO) stake by 7.8% in Q1 2026, selling an estimated $64K and leaving 1,392 shares worth $684K. The position accounts for 0.17% of the portfolio, ranked #117.

Wellington Shields & Co first reported a position in TMO in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.81M in Q3 2024. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Wellington Shields & Co held 1,392 shares of Thermo Fisher Scientific worth $684K as of Q1 2026.
  • Wellington Shields & Co sold 118 Thermo Fisher Scientific shares in Q1 2026, an estimated $64K.
  • Thermo Fisher Scientific made up 0.17% of Wellington Shields & Co's portfolio in Q1 2026, its #117 holding.
  • Wellington Shields & Co first reported a position in Thermo Fisher Scientific in Q3 2019 and has held it in 24 quarters since.
  • Wellington Shields & Co's Thermo Fisher Scientific position peaked at $1.81M in Q3 2024.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.