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Challenger Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Challenger 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
Q1 		$359K Sell
730
-18
-2% -$9.77K 0.29% 49
2025
Q4 		$434K Hold
748
– – 0.33% 47
2025
Q3 		$363K Buy
748
+13
+2% +$6.05K 0.28% 48
2025
Q2 		$298K Buy
735
+22
+3% +$9.2K 0.21% 73
2025
Q1 		$355K Sell
713
-114
-14% -$61.7K 0.28% 64
2024
Q4 		$430K Buy
+827
New +$455K 0.37% 53

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Challenger Wealth Management's TMO Position: Q1 2026 in Review

Challenger Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 2.4% in Q1 2026, selling an estimated $9.77K and leaving 730 shares worth $359K. The position accounts for 0.29% of the portfolio, ranked #49.

Challenger Wealth Management first reported a position in TMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $434K in Q4 2025. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Challenger Wealth Management held 730 shares of Thermo Fisher Scientific worth $359K as of Q1 2026.
  • Challenger Wealth Management sold 18 Thermo Fisher Scientific shares in Q1 2026, an estimated $9.77K.
  • Thermo Fisher Scientific made up 0.29% of Challenger Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Challenger Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2024 and has held it in 6 quarters since.
  • Challenger Wealth Management's Thermo Fisher Scientific position peaked at $434K in Q4 2025.
  • 2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.