WestEnd Advisors’s Thermo Fisher Scientific TMO Stock Holding History

WestEnd 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	$40.6M	Sell	82,614 -5,032	-6%	-$2.73M	0.98%	24
2025 Q4	$50.8M	Sell	87,646 -547	-0.6%	-$309K	1.18%	24
2025 Q3	$42.8M	Buy	88,193 +2,701	+3%	+$1.26M	1%	30
2025 Q2	$34.7M	Buy	85,492 +18,950	+28%	+$7.92M	0.86%	33
2025 Q1	$33.1M	Buy	66,542 +3,952	+6%	+$2.14M	0.88%	33
2024 Q4	$32.6M	Sell	62,590 -7,520	-11%	-$4.13M	0.83%	32
2024 Q3	$43.4M	Sell	70,110 -143	-0.2%	-$84.7K	1.06%	27
2024 Q2	$38.8M	Buy	70,253 +7,468	+12%	+$4.28M	1%	28
2024 Q1	$36.5M	Buy	62,785 +8,745	+16%	+$4.91M	0.95%	26
2023 Q4	$28.7M	Sell	54,040 -9,700	-15%	-$4.7M	0.79%	33
2023 Q3	$32.3M	Buy	63,740 +5,111	+9%	+$2.72M	0.97%	30
2023 Q2	$30.6M	Buy	+58,629	New	+$31.6M	0.9%	31
2023 Q1	–	Sell	-58,834	Closed	-$33.2M	–	21
2022 Q4	$32.4M	Sell	58,834 -3,950	-6%	-$2.09M	1.06%	24
2022 Q3	$31.8M	Sell	62,784 -3,517	-5%	-$1.97M	1.07%	26
2022 Q2	$36M	Buy	+66,301	New	+$36.5M	1.14%	25
2022 Q1	–	Sell	-3	Closed	-$1.72K	–	76
2021 Q4	$2K	Buy	+3	New	+$1.87K	﹤0.01%	78
2021 Q3	–	Hold	0	–	–	–	72
2021 Q2	–	Hold	0	–	–	–	81

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

WestEnd Advisors's TMO Position: Q1 2026 in Review

WestEnd Advisors reduced its Thermo Fisher Scientific (TMO) stake by 5.7% in Q1 2026, selling an estimated $2.73M and leaving 82,614 shares worth $40.6M. The position accounts for 0.98% of the portfolio, ranked #24.

WestEnd Advisors first reported a position in TMO in Q4 2021 and has held it in 16 quarters since. The position peaked at $50.8M in Q4 2025. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

WestEnd Advisors held 82,614 shares of Thermo Fisher Scientific worth $40.6M as of Q1 2026.
WestEnd Advisors sold 5,032 Thermo Fisher Scientific shares in Q1 2026, an estimated $2.73M.
Thermo Fisher Scientific made up 0.98% of WestEnd Advisors's portfolio in Q1 2026, its #24 holding.
WestEnd Advisors first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 16 quarters since.
WestEnd Advisors's Thermo Fisher Scientific position peaked at $50.8M in Q4 2025.
2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.