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Williams Jones Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Williams Jones 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 		$29.5M Sell
60,073
-17,679
-23% -$9.59M 0.36% 55
2025
Q4 		$45.1M Sell
77,752
-2,374
-3% -$1.34M 0.51% 50
2025
Q3 		$38.9M Sell
80,126
-29,433
-27% -$13.7M 0.44% 53
2025
Q2 		$44.4M Sell
109,559
-45,380
-29% -$19M 0.53% 45
2025
Q1 		$77.1M Sell
154,939
-33,480
-18% -$18.1M 0.99% 34
2024
Q4 		$98M Sell
188,419
-21,600
-10% -$11.9M 1.18% 30
2024
Q3 		$130M Buy
210,019
+53
+0% +$31.4K 1.52% 20
2024
Q2 		$116M Sell
209,966
-7,415
-3% -$4.25M 1.44% 21
2024
Q1 		$126M Sell
217,381
-943
-0.4% -$529K 1.61% 20
2023
Q4 		$116M Sell
218,324
-4,366
-2% -$2.11M 1.62% 18
2023
Q3 		$113M Buy
222,690
+1,973
+0.9% +$1.05M 1.73% 17
2023
Q2 		$115M Buy
220,717
+930
+0.4% +$502K 1.72% 16
2023
Q1 		$127M Sell
219,787
-3,178
-1% -$1.79M 1.98% 12
2022
Q4 		$123M Sell
222,965
-7,248
-3% -$3.84M 2.06% 11
2022
Q3 		$117M Sell
230,213
-3,610
-2% -$2.02M 2.03% 15
2022
Q2 		$127M Sell
233,823
-7,355
-3% -$4.05M 2.06% 15
2022
Q1 		$142M Sell
241,178
-8,848
-4% -$5.08M 1.98% 16
2021
Q4 		$167M Sell
250,026
-1,265
-0.5% -$790K 2.08% 13
2021
Q3 		$144M Sell
251,291
-1,797
-0.7% -$986K 2.01% 13
2021
Q2 		$128M Buy
253,088
+17,178
+7% +$8.11M 1.79% 19
2021
Q1 		$108M Buy
235,910
+422
+0.2% +$201K 1.68% 19
2020
Q4 		$110M Buy
235,488
+23,857
+11% +$11.2M 1.79% 18
2020
Q3 		$93.4M Sell
211,631
-5,149
-2% -$2.13M 1.73% 19
2020
Q2 		$78.5M Buy
216,780
+10,461
+5% +$3.51M 1.61% 19
2020
Q1 		$58.5M Sell
206,319
-52,751
-20% -$16.6M 1.53% 25
2019
Q4 		$84.2M Buy
259,070
+1,221
+0.5% +$370K 1.61% 18
2019
Q3 		$75.1M Buy
+257,849
New +$73.8M 1.54% 18

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

Williams Jones Wealth Management's TMO Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 23% in Q1 2026, selling an estimated $9.59M and leaving 60,073 shares worth $29.5M. The position accounts for 0.36% of the portfolio, ranked #55.

Williams Jones Wealth Management first reported a position in TMO in Q3 2019 and has held it in 27 quarters since. The position peaked at $167M in Q4 2021. 2,589 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Williams Jones Wealth Management held 60,073 shares of Thermo Fisher Scientific worth $29.5M as of Q1 2026.
  • Williams Jones Wealth Management sold 17,679 Thermo Fisher Scientific shares in Q1 2026, an estimated $9.59M.
  • Thermo Fisher Scientific made up 0.36% of Williams Jones Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Williams Jones Wealth Management first reported a position in Thermo Fisher Scientific in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Thermo Fisher Scientific position peaked at $167M in Q4 2021.
  • 2,589 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.