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CM Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

CM Wealth Advisors’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 		$850K Sell
1,693
-203
-11% -$97.5K 0.15% 62
2026
Q1 		$933K Sell
1,896
-9
-0.5% -$4.88K 0.2% 46
2025
Q4 		$1.1M Buy
1,905
+601
+46% +$340K 0.25% 38
2025
Q3 		$633K Hold
1,304
– – 0.17% 48
2025
Q2 		$529K Sell
1,304
-9
-0.7% -$3.76K 0.16% 52
2025
Q1 		$654K Sell
1,313
-225
-15% -$122K 0.21% 46
2024
Q4 		$801K Hold
1,538
– – 0.26% 35
2024
Q3 		$952K Buy
1,538
+576
+60% +$341K 0.31% 28
2024
Q2 		$532K Sell
962
-351
-27% -$201K 0.25% 39
2024
Q1 		$752K Buy
1,313
+351
+36% +$197K 0.22% 47
2023
Q4 		$511K Hold
962
– – 0.22% 43
2023
Q3 		$442K Sell
962
-351
-27% -$187K 0.17% 46
2023
Q2 		$738K Buy
1,313
+294
+29% +$159K 0.24% 41
2023
Q1 		$543K Buy
1,019
+67
+7% +$37.8K 0.11% 242
2022
Q4 		$525K Hold
952
– – 0.27% 37
2022
Q3 		$483M Hold
952
– – 0.27% 39
2022
Q2 		$517K Buy
+952
New +$524K 0.32% 39

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

CM Wealth Advisors's TMO Position: Q2 2026 in Review

CM Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 11% in Q2 2026, selling an estimated $97.5K and leaving 1,693 shares worth $850K. The position accounts for 0.15% of the portfolio, ranked #62.

CM Wealth Advisors first reported a position in TMO in Q2 2022 and has held it in 17 quarters since. The position peaked at $483M in Q3 2022. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • CM Wealth Advisors held 1,693 shares of Thermo Fisher Scientific worth $850K as of Q2 2026.
  • CM Wealth Advisors sold 203 Thermo Fisher Scientific shares in Q2 2026, an estimated $97.5K.
  • Thermo Fisher Scientific made up 0.15% of CM Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • CM Wealth Advisors first reported a position in Thermo Fisher Scientific in Q2 2022 and has held it in 17 quarters since.
  • CM Wealth Advisors's Thermo Fisher Scientific position peaked at $483M in Q3 2022.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.