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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Advisors Wealth Management's TMO Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Thermo Fisher Scientific (TMO) stake by 7.7% in Q2 2026, buying an estimated $25.4K and bringing the position to 738 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #169.

Capital Advisors Wealth Management first reported a position in TMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $372K in Q4 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Capital Advisors Wealth Management held 738 shares of Thermo Fisher Scientific worth $370K as of Q2 2026.
  • Capital Advisors Wealth Management bought 53 Thermo Fisher Scientific shares in Q2 2026, an estimated $25.4K.
  • Thermo Fisher Scientific made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Capital Advisors Wealth Management first reported a position in Thermo Fisher Scientific in Q3 2025 and has held it in 4 quarters since.
  • Capital Advisors Wealth Management's Thermo Fisher Scientific position peaked at $372K in Q4 2025.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.