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Capital Advisors Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Capital Advisors 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
Q3 		$523K Buy
775
+37
+5% +$22K 0.06% 141
2026
Q2 		$370K Buy
738
+53
+8% +$25.4K 0.04% 169
2026
Q1 		$337K Buy
685
+42
+7% +$22.8K 0.05% 160
2025
Q4 		$372K Buy
643
+89
+16% +$50.3K 0.05% 150
2025
Q3 		$269K Buy
+554
New +$258K 0.04% 184

Other funds holding TMO

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Capital Advisors Wealth Management's TMO Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Thermo Fisher Scientific (TMO) stake by 5% in Q3 2026, buying an estimated $22K and bringing the position to 775 shares worth $523K. The position accounts for 0.06% of the portfolio, ranked #141.

Capital Advisors Wealth Management first reported a position in TMO in Q3 2025 and has held it in 5 quarters since. 134 funds tracked by Wall St. Rank hold TMO as of Q3 2026.

  • Capital Advisors Wealth Management held 775 shares of Thermo Fisher Scientific worth $523K as of Q3 2026.
  • Capital Advisors Wealth Management bought 37 Thermo Fisher Scientific shares in Q3 2026, an estimated $22K.
  • Thermo Fisher Scientific made up 0.06% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #141 holding.
  • Capital Advisors Wealth Management first reported a position in Thermo Fisher Scientific in Q3 2025 and has held it in 5 quarters since.
  • 134 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.