Breakwater Investment Management’s Thermo Fisher Scientific TMO Stock Holding History

Breakwater Investment 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	$180K	Buy	360 +3	+0.8%	+$1.44K	0.06%	101
2026 Q1	$175K	Sell	357 -2	-0.6%	-$1.08K	0.07%	99
2025 Q4	$208K	Sell	359 -1	-0.3%	-$566	0.08%	88
2025 Q3	$175K	Buy	360 +2	+0.6%	+$931	0.06%	94
2025 Q2	$145K	Hold	358	–	–	0.06%	97
2025 Q1	$178K	Hold	358	–	–	0.08%	87
2024 Q4	$186K	Hold	358	–	–	0.08%	86
2024 Q3	$221K	Hold	358	–	–	0.09%	77
2024 Q2	$198K	Hold	358	–	–	0.09%	80
2024 Q1	$208K	Buy	+358	New	+$201K	0.1%	70

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

Breakwater Investment Management's TMO Position: Q2 2026 in Review

Breakwater Investment Management increased its Thermo Fisher Scientific (TMO) stake by 0.84% in Q2 2026, buying an estimated $1.44K and bringing the position to 360 shares worth $180K. The position accounts for 0.06% of the portfolio, ranked #101.

Breakwater Investment Management first reported a position in TMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $221K in Q3 2024. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Breakwater Investment Management held 360 shares of Thermo Fisher Scientific worth $180K as of Q2 2026.
Breakwater Investment Management bought 3 Thermo Fisher Scientific shares in Q2 2026, an estimated $1.44K.
Thermo Fisher Scientific made up 0.06% of Breakwater Investment Management's portfolio in Q2 2026, its #101 holding.
Breakwater Investment Management first reported a position in Thermo Fisher Scientific in Q1 2024 and has held it in 10 quarters since.
Breakwater Investment Management's Thermo Fisher Scientific position peaked at $221K in Q3 2024.
2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.