XF
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XML Financial’s Thermo Fisher Scientific TMO Stock Holding History

XML Financial’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
Q2 		$473K Sell
943
-102
-10% -$49K 0.03% 294
2026
Q1 		$514K Sell
1,045
-20
-2% -$10.9K 0.04% 260
2025
Q4 		$617K Sell
1,065
-92
-8% -$52K 0.05% 230
2025
Q3 		$561K Buy
1,157
+101
+10% +$47K 0.05% 236
2025
Q2 		$428K Buy
1,056
+97
+10% +$40.6K 0.04% 257
2025
Q1 		$477K Buy
959
+96
+11% +$52K 0.04% 230
2024
Q4 		$449K Buy
863
+286
+50% +$157K 0.04% 239
2024
Q3 		$357K Buy
577
+122
+27% +$72.2K 0.03% 272
2024
Q2 		$251K Sell
455
-39
-8% -$22.3K 0.03% 295
2024
Q1 		$287K Buy
494
+21
+4% +$11.8K 0.03% 283
2023
Q4 		$251K Sell
473
-4
-0.8% -$1.94K 0.03% 283
2023
Q3 		$241K Sell
477
-110
-19% -$58.6K 0.03% 282
2023
Q2 		$306K Buy
587
+100
+21% +$54K 0.04% 271
2023
Q1 		$280K Buy
487
+1
+0.2% +$564 0.03% 269
2022
Q4 		$268K Buy
+486
New +$258K 0.03% 277
2022
Q3 		– Sell
-412
Closed -$224K – 327
2022
Q2 		$224K Hold
412
– – 0.05% 200
2022
Q1 		$244K Hold
412
– – 0.03% 287
2021
Q4 		$275K Hold
412
– – 0.03% 268
2021
Q3 		$236K Hold
412
– – 0.03% 274
2021
Q2 		$208K Buy
+412
New +$194K 0.05% 213
2021
Q1 		– Sell
-431
Closed -$201K – 227
2020
Q4 		$201K Buy
+431
New +$202K 0.05% 200
2020
Q3 		– Sell
-993
Closed -$360K – 205
2020
Q2 		$360K Sell
993
-596
-38% -$200K 0.12% 127
2020
Q1 		$451K Sell
1,589
-13
-0.8% -$4.1K 0.19% 98
2019
Q4 		$521K Buy
+1,602
New +$486K 0.19% 97

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

XML Financial's TMO Position: Q2 2026 in Review

XML Financial reduced its Thermo Fisher Scientific (TMO) stake by 9.8% in Q2 2026, selling an estimated $49K and leaving 943 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #294.

XML Financial first reported a position in TMO in Q4 2019 and has held it in 24 quarters since. The position peaked at $617K in Q4 2025. 2,631 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • XML Financial held 943 shares of Thermo Fisher Scientific worth $473K as of Q2 2026.
  • XML Financial sold 102 Thermo Fisher Scientific shares in Q2 2026, an estimated $49K.
  • Thermo Fisher Scientific made up 0.03% of XML Financial's portfolio in Q2 2026, its #294 holding.
  • XML Financial first reported a position in Thermo Fisher Scientific in Q4 2019 and has held it in 24 quarters since.
  • XML Financial's Thermo Fisher Scientific position peaked at $617K in Q4 2025.
  • 2,631 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.