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BAM Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

BAM Wealth Management’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 		– Sell
-1,329
Closed -$653K – 186
2026
Q1 		$653K Sell
1,329
-128
-9% -$69.5K 0.49% 60
2025
Q4 		$844K Sell
1,457
-401
-22% -$227K 0.61% 45
2025
Q3 		$901K Buy
+1,858
New +$865K 0.7% 35

Other funds holding TMO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

BAM Wealth Management's TMO Position: Q2 2026 in Review

BAM Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q2 2026, closing a stake of 1,329 shares — an estimated $653K sold.

BAM Wealth Management first reported a position in TMO in Q3 2025 and held it in 3 quarters. The position peaked at $901K in Q3 2025. 1,512 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • BAM Wealth Management reported no remaining Thermo Fisher Scientific position as of Q2 2026 after selling out during the quarter.
  • BAM Wealth Management sold 1,329 Thermo Fisher Scientific shares in Q2 2026, an estimated $653K.
  • BAM Wealth Management first reported a position in Thermo Fisher Scientific in Q3 2025 and held it in 3 quarters.
  • BAM Wealth Management's Thermo Fisher Scientific position peaked at $901K in Q3 2025.
  • 1,512 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.