FIRST AMERICAN TRUST, FSB TMO THERMO FISHER COMMON STOCK

Ownership history in FIRST AMERICAN TRUST, FSB  ·  57 quarters on record

AI Ownership Summary

FIRST AMERICAN TRUST, FSB reported THERMO FISHER COMMON STOCK (TMO) in 57 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.07% in 2023 Q4. The latest visible filing shows TMO at 0.69% 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 FIRST AMERICAN TRUST, FSB's position in THERMO FISHER COMMON STOCK, 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 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 FIRST AMERICAN TRUST, FSB held TMO — position size vs. price
% of Fund (quarterly)    TMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 20,828 -132 -0.6% 0.69% $10.2M 2026-05-12 $459.30
2025 Q4 REDUCED 20,960 -302 -1.4% 0.83% $12.1M 2026-02-11 $526.65
2025 Q3 ADDED 21,262 +162 +0.8% 0.75% $10.3M 2025-11-10 $575.35
2025 Q2 REDUCED 21,100 -204 -1.0% 0.68% $8.6M 2025-08-11 $461.17
2025 Q1 ADDED 21,304 +5,149 +31.9% 0.97% $10.6M 2025-05-12 $431.00
2024 Q4 REDUCED 16,155 -6 -0.0% 0.84% $8.4M 2025-02-11 $542.77
2024 Q3 REDUCED 12.1% -16.1% 16,161 -2,227 -12.1% 0.99% $10.0M 2024-11-12 $537.91
2024 Q2 ADDED 18,388 +880 +5.0% 1.02% $10.2M 2024-08-12 $595.55
2024 Q1 ADDED 17,508 +1,149 +7.0% 1.07% $10.2M 2024-05-13 $586.83
2023 Q4 REDUCED 16,359 -407 -2.4% 1.07% $8.7M 2024-01-30 $563.03
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIRST AMERICAN TRUST, FSB and TMO

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

How long has FIRST AMERICAN TRUST, FSB reported owning TMO?

FIRST AMERICAN TRUST, FSB reported TMO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TMO position in FIRST AMERICAN TRUST, FSB's portfolio?

The largest reported portfolio weight for TMO was 1.07% in 2023 Q4.

What is the latest reported TMO position on this page?

The most recent filing on this page is 2026 Q1, when FIRST AMERICAN TRUST, FSB reported 20,828 shares, equal to 0.69% of portfolio, with an estimated market value of $10.2M.

What does the chart on this TMO ownership page compare?

The chart compares FIRST AMERICAN TRUST, FSB'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.

How well did FIRST AMERICAN TRUST, FSB time their TMO position?

Based on 13F filing dates vs. subsequent TMO price moves, FIRST AMERICAN TRUST, FSB correctly timed 28 out of 56 reported position changes (50%). The annualised alpha on TMO relative to SPY over the holding period was +1.8%.

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