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Whalen Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Whalen Wealth 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 		$678K Sell
1,380
-1,343
-49% -$729K 0.36% 75
2025
Q4 		$1.58M Sell
2,723
-666
-20% -$377K 0.85% 23
2025
Q3 		$1.64M Buy
3,389
+2,469
+268% +$1.15M 0.96% 24
2025
Q2 		$373K Buy
+920
New +$385K 0.23% 121

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

Whalen Wealth Management's TMO Position: Q1 2026 in Review

Whalen Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 49% in Q1 2026, selling an estimated $729K and leaving 1,380 shares worth $678K. The position accounts for 0.36% of the portfolio, ranked #75.

Whalen Wealth Management first reported a position in TMO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.64M in Q3 2025. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Whalen Wealth Management held 1,380 shares of Thermo Fisher Scientific worth $678K as of Q1 2026.
  • Whalen Wealth Management sold 1,343 Thermo Fisher Scientific shares in Q1 2026, an estimated $729K.
  • Thermo Fisher Scientific made up 0.36% of Whalen Wealth Management's portfolio in Q1 2026, its #75 holding.
  • Whalen Wealth Management first reported a position in Thermo Fisher Scientific in Q2 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's Thermo Fisher Scientific position peaked at $1.64M in Q3 2025.
  • 2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.