Carson Wealth (CWM LLC)
TMO icon

Carson Wealth (CWM LLC)’s Thermo Fisher Scientific TMO Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$12.9M Buy
26,183
+556
+2% +$302K 0.03% 459
2025
Q4 		$14.8M Buy
25,627
+9,690
+61% +$5.48M 0.04% 401
2025
Q3 		$7.73M Buy
15,937
+4,558
+40% +$2.12M 0.02% 554
2025
Q2 		$4.61M Sell
11,379
-346
-3% -$145K 0.02% 615
2025
Q1 		$5.83M Sell
11,725
-7,070
-38% -$3.83M 0.02% 481
2024
Q4 		$9.78M Sell
18,795
-16,319
-46% -$8.97M 0.04% 326
2024
Q3 		$21.7M Buy
35,114
+16,756
+91% +$9.92M 0.09% 194
2024
Q2 		$10.2M Buy
18,358
+1,590
+9% +$911K 0.05% 291
2024
Q1 		$9.74M Buy
16,768
+3,577
+27% +$2.01M 0.05% 294
2023
Q4 		$7M Buy
13,191
+1,583
+14% +$766K 0.04% 342
2023
Q3 		$5.88M Buy
11,608
+738
+7% +$393K 0.04% 336
2023
Q2 		$5.67M Sell
10,870
-65
-0.6% -$35.1K 0.04% 318
2023
Q1 		$6.3M Buy
10,935
+1,115
+11% +$628K 0.04% 281
2022
Q4 		$5.41M Buy
9,820
+1,191
+14% +$631K 0.04% 291
2022
Q3 		$4.38M Buy
8,629
+631
+8% +$353K 0.03% 303
2022
Q2 		$4.34M Buy
7,998
+821
+11% +$452K 0.03% 311
2022
Q1 		$4.24M Buy
7,177
+468
+7% +$269K 0.03% 319
2021
Q4 		$4.48M Buy
+6,709
New +$4.19M 0.03% 311
2021
Q2 		$3.49M Hold
6,914
– – 0.03% 333
2021
Q1 		$3.49M Hold
6,914
– – 0.03% 333
2020
Q4 		$3.49M Hold
6,914
– – 0.03% 333
2020
Q3 		$3.49M Hold
6,914
– – 0.03% 333
2020
Q2 		$3.49M Hold
6,914
– – 0.03% 333
2020
Q1 		$3.49M Hold
6,914
– – 0.03% 333
2019
Q4 		$3.49M Hold
6,914
– – 0.03% 333
2019
Q3 		$3.49M Hold
6,914
– – 0.03% 333
2019
Q2 		$3.49M Hold
6,914
– – 0.03% 333
2019
Q1 		$3.49M Buy
6,914
+4,698
+212% +$1.17M 0.03% 333
2018
Q4 		$496K Sell
2,216
-31
-1% -$7.27K 0.01% 458
2018
Q3 		$548K Buy
2,247
+68
+3% +$15.6K 0.01% 376
2018
Q2 		$451K Buy
2,179
+727
+50% +$154K 0.01% 345
2018
Q1 		$300K Buy
1,452
+615
+73% +$129K 0.01% 329
2017
Q4 		$159K Buy
837
+10
+1% +$1.92K 0.01% 371
2017
Q3 		$156K Buy
827
+117
+16% +$21.2K 0.01% 356
2017
Q2 		$124K Buy
710
+103
+17% +$17.3K 0.01% 362
2017
Q1 		$93K Sell
607
-69
-10% -$10.5K 0.01% 371
2016
Q4 		$95K Buy
676
+673
+22,433% +$99.2K 0.01% 356
2016
Q3 		$0 Sell
3
-21
-88% -$3.24K ﹤0.01% 1065
2016
Q2 		$4K Buy
24
+3
+14% +$443 ﹤0.01% 663
2016
Q1 		$3K Sell
21
-7
-25% -$938 ﹤0.01% 658
2015
Q4 		$4K Buy
28
+7
+33% +$934 ﹤0.01% 558
2015
Q3 		$3K Buy
+21
New +$2.74K ﹤0.01% 558
2014
Q1 		– Sell
-21
Closed -$2K – 457
2013
Q4 		$2K Hold
21
– – ﹤0.01% 596
2013
Q3 		$2K Buy
+21
New +$1.9K ﹤0.01% 429

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TMO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Thermo Fisher Scientific (TMO) stake by 2.2% in Q1 2026, buying an estimated $302K and bringing the position to 26,183 shares worth $12.9M. The position accounts for 0.03% of the portfolio, ranked #459.

Carson Wealth (CWM LLC) first reported a position in TMO in Q3 2013 and has held it in 44 quarters since. The position peaked at $21.7M in Q3 2024. 2,598 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,183 shares of Thermo Fisher Scientific worth $12.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 556 Thermo Fisher Scientific shares in Q1 2026, an estimated $302K.
  • Thermo Fisher Scientific made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #459 holding.
  • Carson Wealth (CWM LLC) first reported a position in Thermo Fisher Scientific in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Thermo Fisher Scientific position peaked at $21.7M in Q3 2024.
  • 2,598 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.