Annex Advisory Services
TMO icon

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
Q3 		$17.6M Buy
26,081
+1,425
+6% +$847K 0.29% 70
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 		$8.76M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Annex Advisory Services's TMO Position: Q3 2026 in Review

Annex Advisory Services increased its Thermo Fisher Scientific (TMO) stake by 5.8% in Q3 2026, buying an estimated $847K and bringing the position to 26,081 shares worth $17.6M. The position accounts for 0.29% of the portfolio, ranked #70.

Annex Advisory Services first reported a position in TMO in Q4 2020 and has held it in 24 quarters since. 1,753 funds tracked by Wall St. Rank hold TMO as of Q3 2026.

  • Annex Advisory Services held 26,081 shares of Thermo Fisher Scientific worth $17.6M as of Q3 2026.
  • Annex Advisory Services bought 1,425 Thermo Fisher Scientific shares in Q3 2026, an estimated $847K.
  • Thermo Fisher Scientific made up 0.29% of Annex Advisory Services's portfolio in Q3 2026, its #70 holding.
  • Annex Advisory Services first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 24 quarters since.
  • 1,753 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.