TMO β€” THERMO FISHER SCIENTIFIC INC

Ownership history in BEACON FINANCIAL GROUP  Β·  2 quarters on record

AI Ownership Summary

BEACON FINANCIAL GROUP reported THERMO FISHER SCIENTIFIC INC (TMO) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows TMO at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BEACON FINANCIAL GROUP's position in THERMO FISHER SCIENTIFIC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TMO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BEACON FINANCIAL GROUP held TMO β€” position size vs. price
% of Fund (quarterly)    TMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 382 -1,316 -77.5% 0.02% $221K 2026-05-15 (Est.) $531.67
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BEACON FINANCIAL GROUP and TMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has BEACON FINANCIAL GROUP reported owning TMO?

BEACON FINANCIAL GROUP reported TMO across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported TMO position in BEACON FINANCIAL GROUP's portfolio?

The largest reported portfolio weight for TMO was 0.02% in 2026 Q1.

What is the latest reported TMO position on this page?

The most recent filing on this page is 2026 Q1, when BEACON FINANCIAL GROUP reported 382 shares, equal to 0.02% of portfolio, with an estimated market value of $221K.

What does the chart on this TMO ownership page compare?

The chart compares BEACON FINANCIAL GROUP's quarterly TMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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