Capital Asset Advisory Services’s Thermo Fisher Scientific TMO Stock Holding History

Capital Asset Advisory Services’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	$4.36M	Buy	8,698 +1,080	+14%	+$518K	0.16%	81
2026 Q1	$4.01M	Buy	7,618 +329	+5%	+$179K	0.15%	80
2025 Q4	$4.52M	Sell	7,289 -1,295	-15%	-$732K	0.18%	72
2025 Q3	$4.16M	Buy	8,584 +2,070	+32%	+$964K	0.18%	71
2025 Q2	$2.75M	Sell	6,514 -98	-1%	-$41K	0.13%	97
2025 Q1	$3.23M	Buy	6,612 +537	+9%	+$291K	0.16%	85
2024 Q4	$3.23M	Buy	6,075 +127	+2%	+$69.8K	0.16%	87
2024 Q3	$3.54M	Buy	5,948 +308	+5%	+$182K	0.18%	74
2024 Q2	$3M	Buy	5,640 +1,362	+32%	+$780K	0.16%	77
2024 Q1	$2.48M	Sell	4,278 -318	-7%	-$178K	0.14%	90
2023 Q4	$2.44M	Buy	4,596 +173	+4%	+$83.7K	0.15%	86
2023 Q3	$2.18M	Buy	4,423 +385	+10%	+$205K	0.15%	82
2023 Q2	$2.14M	Buy	4,038 +191	+5%	+$103K	0.15%	78
2023 Q1	$2.22M	Buy	3,847 +93	+2%	+$52.4K	0.16%	73
2022 Q4	$2.11M	Sell	3,754 -194	-5%	-$103K	0.17%	72
2022 Q3	$2M	Sell	3,948 -225	-5%	-$126K	0.26%	51
2022 Q2	$2.27M	Sell	4,173 -123	-3%	-$67.7K	0.25%	60
2022 Q1	$2.54M	Buy	4,296 +1,181	+38%	+$678K	0.27%	54
2021 Q4	$2.08M	Buy	3,115 +522	+20%	+$326K	0.22%	62
2021 Q3	$1.48M	Buy	2,593 +773	+42%	+$424K	0.17%	85
2021 Q2	$919K	Buy	1,820 +157	+9%	+$74.1K	0.1%	144
2021 Q1	$759K	Buy	1,663 +258	+18%	+$123K	0.11%	168
2020 Q4	$655K	Buy	1,405 +380	+37%	+$178K	0.12%	153
2020 Q3	$453K	Buy	1,025 +10	+1%	+$4.13K	0.09%	176
2020 Q2	$413K	Buy	1,015 +95	+10%	+$31.8K	0.09%	204
2020 Q1	$307K	Buy	920 +45	+5%	+$14.2K	0.08%	215
2019 Q4	$296K	Buy	+875	New	+$265K	0.07%	272

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 $3.38T AUM 44.17% 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

Capital Asset Advisory Services's TMO Position: Q2 2026 in Review

Capital Asset Advisory Services increased its Thermo Fisher Scientific (TMO) stake by 14% in Q2 2026, buying an estimated $518K and bringing the position to 8,698 shares worth $4.36M. The position accounts for 0.16% of the portfolio, ranked #81.

Capital Asset Advisory Services first reported a position in TMO in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.52M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Capital Asset Advisory Services held 8,698 shares of Thermo Fisher Scientific worth $4.36M as of Q2 2026.
Capital Asset Advisory Services bought 1,080 Thermo Fisher Scientific shares in Q2 2026, an estimated $518K.
Thermo Fisher Scientific made up 0.16% of Capital Asset Advisory Services's portfolio in Q2 2026, its #81 holding.
Capital Asset Advisory Services first reported a position in Thermo Fisher Scientific in Q4 2019 and has held it in 27 quarters since.
Capital Asset Advisory Services's Thermo Fisher Scientific position peaked at $4.52M in Q4 2025.
2,630 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.