LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA TMO THERMO ELECTRON CORP

Ownership history in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA  ·  93 quarters on record

AI Ownership Summary

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported THERMO ELECTRON CORP (TMO) in 93 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 3.05% in 2025 Q4. The latest visible filing shows TMO at 2.39% 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 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's position in THERMO ELECTRON CORP, 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 Q2

TMO was reported at 2.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.05% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 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 Q2 REDUCED 491,482 -39,739 -7.5% 2.39% $246.4M 2026-07-30 $576.77
2026 Q1 REDUCED 531,221 -8,402 -1.6% 2.64% $263.5M 2026-04-13 $513.72
2025 Q4 REDUCED 539,623 -3,064 -0.6% 3.05% $336.7M 2026-01-28 $606.81
2025 Q3 REDUCED 542,687 -2,850 -0.5% 2.72% $310.4M 2025-10-24 $570.93
2025 Q2 ADDED 545,537 +22,057 +4.2% 1.95% $221.2M 2025-07-30 $475.55
2025 Q1 ADDED 523,480 +710 +0.1% 2.20% $226.0M 2025-04-24 $424.67
2024 Q4 REDUCED 522,770 -2,615 -0.5% 2.62% $305.1M 2025-01-28 $581.07
2024 Q3 REDUCED 525,385 -3,036 -0.6% 2.61% $292.8M 2024-10-25 $550.92
2024 Q2 ADDED 528,421 +886 +0.2% 2.70% $293.5M 2024-07-17 $551.24
2024 Q1 REDUCED 527,535 -7,386 -1.4% 2.88% $289.3M 2024-04-23 $570.25
83 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA and TMO

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

How long has LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported owning TMO?

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported TMO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported TMO position in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's portfolio?

The largest reported portfolio weight for TMO was 3.05% in 2025 Q4.

What is the latest reported TMO position on this page?

The most recent filing on this page is 2026 Q2, when LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported 491,482 shares, equal to 2.39% of portfolio, with an estimated market value of $246.4M.

What does the chart on this TMO ownership page compare?

The chart compares LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA'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 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA time their TMO position?

Based on 13F filing dates vs. subsequent TMO price moves, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA correctly timed 40 out of 69 reported position changes (58%). The annualised alpha on TMO relative to SPY over the holding period was +6.6%.

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