Broadway Wealth Solutions
TMO icon

Broadway Wealth Solutions’s Thermo Fisher Scientific TMO Stock Holding History

Broadway Wealth Solutions’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 		$436K Sell
645
-106
-14% -$63K 0.2% 41
2026
Q2 		$377K Buy
751
+59
+9% +$28.3K 0.18% 46
2026
Q1 		$340K Buy
692
+79
+13% +$42.9K 0.18% 58
2025
Q4 		$355K Sell
613
-80
-12% -$45.2K 0.19% 52
2025
Q3 		$336K Buy
693
+13
+2% +$6.05K 0.19% 54
2025
Q2 		$276K Buy
680
+128
+23% +$53.5K 0.17% 74
2025
Q1 		$275K Hold
552
– – 0.2% 63
2024
Q4 		$287K Buy
+552
New +$303K 0.22% 65

Other funds holding TMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Broadway Wealth Solutions's TMO Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its Thermo Fisher Scientific (TMO) stake by 14% in Q3 2026, selling an estimated $63K and leaving 645 shares worth $436K. The position accounts for 0.2% of the portfolio, ranked #41.

Broadway Wealth Solutions first reported a position in TMO in Q4 2024 and has held it in 8 quarters since. 2,173 funds tracked by Wall St. Rank hold TMO as of Q3 2026.

  • Broadway Wealth Solutions held 645 shares of Thermo Fisher Scientific worth $436K as of Q3 2026.
  • Broadway Wealth Solutions sold 106 Thermo Fisher Scientific shares in Q3 2026, an estimated $63K.
  • Thermo Fisher Scientific made up 0.2% of Broadway Wealth Solutions's portfolio in Q3 2026, its #41 holding.
  • Broadway Wealth Solutions first reported a position in Thermo Fisher Scientific in Q4 2024 and has held it in 8 quarters since.
  • 2,173 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.