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Westbourne Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Westbourne Investment 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 		– Sell
-368
Closed -$213K – 118
2025
Q4 		$213K Buy
+368
New +$208K 0.06% 112
2024
Q4 		– Sell
-368
Closed -$228K – 91
2024
Q3 		$228K Sell
368
-200
-35% -$118K 0.08% 84
2024
Q2 		$314K Hold
568
– – 0.11% 75
2024
Q1 		$330K Hold
568
– – 0.12% 76
2023
Q4 		$301K Hold
568
– – 0.12% 76
2023
Q3 		$288K Hold
568
– – 0.13% 75
2023
Q2 		$296K Buy
568
+20
+4% +$10.8K 0.13% 79
2023
Q1 		$316K Buy
548
+20
+4% +$11.3K 0.15% 77
2022
Q4 		$291K Buy
528
+20
+4% +$10.6K 0.15% 77
2022
Q3 		$258K Buy
508
+15
+3% +$8.39K 0.14% 80
2022
Q2 		$268K Hold
493
– – 0.17% 70
2022
Q1 		$291K Buy
493
+125
+34% +$71.8K 0.12% 80
2021
Q4 		$246K Hold
368
– – 0.1% 92
2021
Q3 		$210K Sell
368
-365
-50% -$200K 0.1% 80
2021
Q2 		$370K Sell
733
-30
-4% -$14.2K 0.17% 66
2021
Q1 		$348K Hold
763
– – 0.17% 66
2020
Q4 		$355K Buy
763
+85
+13% +$39.9K 0.21% 62
2020
Q3 		$299K Buy
+678
New +$280K 0.34% 39

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

Westbourne Investment Advisors's TMO Position: Q1 2026 in Review

Westbourne Investment Advisors sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 368 shares — an estimated $213K sold.

Westbourne Investment Advisors first reported a position in TMO in Q3 2020 and held it in 18 quarters. The position peaked at $370K in Q2 2021. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Westbourne Investment Advisors reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
  • Westbourne Investment Advisors sold 368 Thermo Fisher Scientific shares in Q1 2026, an estimated $213K.
  • Westbourne Investment Advisors first reported a position in Thermo Fisher Scientific in Q3 2020 and held it in 18 quarters.
  • Westbourne Investment Advisors's Thermo Fisher Scientific position peaked at $370K in Q2 2021.
  • 2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.