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Annex Advisory Services’s Thermo Fisher Scientific TMO Stock Holding History

Annex Advisory Services’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 		$12.4M Buy
24,656
+2,756
+13% +$1.32M 0.21% 75
2026
Q1 		$10.8M Buy
21,900
+811
+4% +$440K 0.2% 82
2025
Q4 		$12.2M Buy
21,089
+3,469
+20% +$1.96M 0.23% 78
2025
Q3 		$8.55M Buy
17,620
+8,524
+94% +$3.97M 0.18% 77
2025
Q2 		$3.69M Buy
9,096
+309
+4% +$129K 0.09% 98
2025
Q1 		$4.37M Sell
8,787
-445
-5% -$241K 0.12% 92
2024
Q4 		$4.8M Buy
9,232
+660
+8% +$363K 0.14% 88
2024
Q3 		$5.3M Buy
8,572
+515
+6% +$305K 0.17% 83
2024
Q2 		$4.46M Buy
8,057
+138
+2% +$79.1K 0.16% 84
2024
Q1 		$4.6M Sell
7,919
-120
-1% -$67.3K 0.16% 82
2023
Q4 		$4.27M Buy
8,039
+861
+12% +$417K 0.18% 81
2023
Q3 		$3.63M Buy
7,178
+396
+6% +$211K 0.22% 76
2023
Q2 		$3.54M Sell
6,782
-649
-9% -$350K 0.2% 76
2023
Q1 		$4.28M Sell
7,431
-666
-8% -$375K 0.23% 64
2022
Q4 		$4.46M Sell
8,097
-6,638
-45% -$3.52M 0.25% 63
2022
Q3 		$7.47M Sell
14,735
-502
-3% -$281K 0.5% 34
2022
Q2 		$8.28M Buy
15,237
+397
+3% +$219K 0.6% 28
2022
Q1 		$8.77M Buy
14,840
+820
+6% +$471K 0.64% 26
2021
Q4 		$9.36M Buy
14,020
+196
+1% +$122K 0.64% 25
2021
Q3 		$7.9M Buy
13,824
+93
+0.7% +$51K 0.65% 21
2021
Q2 		$6.97M Buy
13,731
+2,819
+26% +$1.33M 0.56% 22
2021
Q1 		$4.98M Sell
10,912
-552
-5% -$263K 0.48% 31
2020
Q4 		$5.34M Buy
+11,464
New +$5.38M 0.52% 24

Other funds holding TMO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Annex Advisory Services's TMO Position: Q2 2026 in Review

Annex Advisory Services increased its Thermo Fisher Scientific (TMO) stake by 13% in Q2 2026, buying an estimated $1.32M and bringing the position to 24,656 shares worth $12.4M. The position accounts for 0.21% of the portfolio, ranked #75.

Annex Advisory Services first reported a position in TMO in Q4 2020 and has held it in 23 quarters since. 429 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Annex Advisory Services held 24,656 shares of Thermo Fisher Scientific worth $12.4M as of Q2 2026.
  • Annex Advisory Services bought 2,756 Thermo Fisher Scientific shares in Q2 2026, an estimated $1.32M.
  • Thermo Fisher Scientific made up 0.21% of Annex Advisory Services's portfolio in Q2 2026, its #75 holding.
  • Annex Advisory Services first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 23 quarters since.
  • 429 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.