Blue Bell Private Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Blue Bell Private 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	$279K	Hold	557	–	–	0.03%	248
2026 Q1	$274K	Buy	557 +5	+0.9%	+$2.71K	0.04%	234
2025 Q4	$320K	Sell	552 -37	-6%	-$20.9K	0.05%	208
2025 Q3	$286K	Buy	589 +37	+7%	+$17.2K	0.04%	214
2025 Q2	$224K	Buy	552 +250	+83%	+$105K	0.04%	223
2025 Q1	$150K	Buy	302 +33	+12%	+$17.9K	0.03%	254
2024 Q4	$140K	Buy	269 +5	+2%	+$2.75K	0.03%	239
2024 Q3	$163K	Buy	264 +21	+9%	+$12.4K	0.03%	234
2024 Q2	$134K	Buy	243 +6	+3%	+$3.44K	0.03%	239
2024 Q1	$138K	Buy	237 +2	+0.9%	+$1.12K	0.03%	223
2023 Q4	$125K	Buy	235 +16	+7%	+$7.75K	0.03%	210
2023 Q3	$111K	Buy	219 +12	+6%	+$6.39K	0.03%	187
2023 Q2	$108K	Buy	207 +5	+2%	+$2.7K	0.03%	187
2023 Q1	$116K	Hold	202	–	–	0.03%	162
2022 Q4	$111K	Hold	202	–	–	0.04%	155
2022 Q3	$102K	Hold	202	–	–	0.04%	151
2022 Q2	$110K	Hold	202	–	–	0.04%	150
2022 Q1	$119K	Hold	202	–	–	0.03%	147
2021 Q4	$135K	Buy	+202	New	+$126K	0.04%	134
2016 Q4	–	Sell	-402	Closed	-$64K	–	385
2016 Q3	$64K	Hold	402	–	–	0.04%	180
2016 Q2	$60K	Hold	402	–	–	0.04%	190
2016 Q1	$57K	Hold	402	–	–	0.04%	212
2015 Q4	$57K	Hold	402	–	–	0.04%	199
2015 Q3	$49K	Hold	402	–	–	0.03%	218
2015 Q2	$52K	Hold	402	–	–	0.03%	215
2015 Q1	$54K	Hold	402	–	–	0.03%	210
2014 Q4	$50K	Hold	402	–	–	0.03%	226
2014 Q3	$49K	Hold	402	–	–	0.03%	232
2014 Q2	$47K	Hold	402	–	–	0.03%	225
2014 Q1	$48K	Hold	402	–	–	0.03%	191
2013 Q4	$45K	Buy	+402	New	+$40K	0.03%	203

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

Blue Bell Private Wealth Management's TMO Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Thermo Fisher Scientific (TMO) position steady in Q2 2026 at 557 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #248.

Blue Bell Private Wealth Management first reported a position in TMO in Q4 2013 and has held it in 31 quarters since. The position peaked at $320K in Q4 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Blue Bell Private Wealth Management held 557 shares of Thermo Fisher Scientific worth $279K as of Q2 2026.
Blue Bell Private Wealth Management left its Thermo Fisher Scientific share count unchanged in Q2 2026.
Thermo Fisher Scientific made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #248 holding.
Blue Bell Private Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2013 and has held it in 31 quarters since.
Blue Bell Private Wealth Management's Thermo Fisher Scientific position peaked at $320K in Q4 2025.
2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.