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

Bernard 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	-20	Closed	-$9.83K	–	367
2026 Q1	$9.83K	Hold	20	–	–	﹤0.01%	232
2025 Q4	$11.6K	Hold	20	–	–	﹤0.01%	212
2025 Q3	$9.7K	Hold	20	–	–	﹤0.01%	219
2025 Q2	$8.11K	Sell	20 -31	-61%	-$13K	﹤0.01%	222
2025 Q1	$25.4K	Buy	51 +3	+6%	+$1.63K	0.01%	168
2024 Q4	$25K	Buy	+48	New	+$26.4K	0.01%	167

Other funds holding TMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Bernard Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q2 2026, closing a stake of 20 shares — an estimated $9.83K sold.

Bernard Wealth Management first reported a position in TMO in Q4 2024 and held it in 6 quarters. The position peaked at $25.4K in Q1 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Bernard Wealth Management reported no remaining Thermo Fisher Scientific position as of Q2 2026 after selling out during the quarter.
Bernard Wealth Management sold 20 Thermo Fisher Scientific shares in Q2 2026, an estimated $9.83K.
Bernard Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2024 and held it in 6 quarters.
Bernard Wealth Management's Thermo Fisher Scientific position peaked at $25.4K in Q1 2025.
2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.