WMG Financial Advisors’s Thermo Fisher Scientific TMO Stock Holding History

WMG Financial 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
2025 Q4	–	Sell	-440	Closed	-$213K	–	196
2025 Q3	$213K	Buy	+440	New	+$205K	0.07%	194
2025 Q2	–	Sell	-452	Closed	-$225K	–	195
2025 Q1	$225K	Buy	452 +2	+0.4%	+$1.08K	0.1%	154
2024 Q4	$234K	Buy	450 +10	+2%	+$5.5K	0.1%	143
2024 Q3	$272K	Sell	440 -49	-10%	-$29K	0.12%	124
2024 Q2	$270K	Buy	489 +70	+17%	+$40.1K	0.14%	110
2024 Q1	$244K	Buy	+419	New	+$235K	0.14%	116
2023 Q3	–	Sell	-402	Closed	-$210K	–	120
2023 Q2	$210K	Buy	402 +33	+9%	+$17.8K	0.15%	112
2023 Q1	$256K	Buy	+369	New	+$208K	0.21%	83
2022 Q3	–	Sell	-406	Closed	-$221K	–	153
2022 Q2	$221K	Hold	406	–	–	0.19%	123
2022 Q1	$239K	Buy	406 +77	+23%	+$44.2K	0.18%	140
2021 Q4	$220K	Buy	+329	New	+$205K	0.17%	158

Other funds holding TMO

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WMG Financial Advisors's TMO Position: Q4 2025 in Review

WMG Financial Advisors sold out of Thermo Fisher Scientific (TMO) in Q4 2025, closing a stake of 440 shares — an estimated $213K sold.

WMG Financial Advisors first reported a position in TMO in Q4 2021 and held it in 11 quarters. The position peaked at $272K in Q3 2024. 2,700 funds tracked by Wall St. Rank hold TMO as of Q4 2025.

WMG Financial Advisors reported no remaining Thermo Fisher Scientific position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 440 Thermo Fisher Scientific shares in Q4 2025, an estimated $213K.
WMG Financial Advisors first reported a position in Thermo Fisher Scientific in Q4 2021 and held it in 11 quarters.
WMG Financial Advisors's Thermo Fisher Scientific position peaked at $272K in Q3 2024.
2,700 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.