Question 1

Does EP Wealth Advisors own TMO stock?

Accepted Answer

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 15,882 shares of TMO (Thermo Fisher Scientific), worth $8M.

Question 2

How many shares of TMO does EP Wealth Advisors own?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors holds 15,882 shares of TMO (Thermo Fisher Scientific).

Question 3

What is EP Wealth Advisors' TMO position worth?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors' TMO position is worth $8M.

Question 4

Is EP Wealth Advisors buying or selling TMO?

Accepted Answer

In Q2 2026, EP Wealth Advisors reduced its TMO position by 9,369 shares (-37.1%).

Question 5

When did EP Wealth Advisors first buy TMO?

Accepted Answer

EP Wealth Advisors already held TMO in its Q4 2018 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	15,882	-37.1%	$8M	0.0%	$500.98	0
2026-Q1	Decreased	25,251	-4.1%	$12.4M	0.1%	$490.66	0
2025-Q4	Decreased	26,320	-12.6%	$15.3M	0.1%	$577.86	0
2025-Q2	Increased	30,129	+71.6%	$12.2M	0.1%	$403.68	42
2025-Q1	Increased	17,562	+10.8%	$8.7M	0.1%	$494.90	31
2024-Q4	Decreased	15,858	-2.3%	$8.2M	0.1%	$516.97	0
2024-Q3	Increased	16,236	+8.3%	$10M	0.1%	$614.24	30