PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Thermo Fisher Scientific TMO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$125K	Sell	249 -94	-27%	-$45.1K	0.03%	222
2026 Q1	$169K	Sell	343 -25	-7%	-$13.6K	0.05%	179
2025 Q4	$214K	Sell	368 -3	-0.8%	-$1.7K	0.06%	167
2025 Q3	$180K	Buy	371 +198	+114%	+$92.2K	0.06%	155
2025 Q2	$70.7K	Sell	173 -505	-74%	-$211K	0.02%	234
2025 Q1	$338K	Buy	678 +26	+4%	+$14.1K	0.13%	106
2024 Q4	$340K	Buy	652 +523	+405%	+$288K	0.14%	105
2024 Q3	$80.6K	Buy	129 +99	+330%	+$58.6K	0.04%	176
2024 Q2	$16.8K	Hold	30	–	–	0.01%	260
2024 Q1	$17.7K	Sell	30 -6	-17%	-$3.37K	0.01%	249
2023 Q4	$19.3K	Buy	36 +6	+20%	+$2.9K	0.01%	230
2023 Q3	$15.4K	Sell	30 -1,894	-98%	-$1.01M	0.01%	195
2023 Q2	$15.8K	Buy	1,924 +1,894	+6,313%	+$1.02M	0.01%	194
2023 Q1	$17.5K	Hold	30	–	–	0.01%	198
2022 Q4	$16.7K	Buy	+30	New	+$15.9K	0.01%	199

Other funds holding TMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TMO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Thermo Fisher Scientific (TMO) stake by 27% in Q2 2026, selling an estimated $45.1K and leaving 249 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #222.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $340K in Q4 2024. 1,619 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 249 shares of Thermo Fisher Scientific worth $125K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 94 Thermo Fisher Scientific shares in Q2 2026, an estimated $45.1K.
Thermo Fisher Scientific made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #222 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Thermo Fisher Scientific in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Thermo Fisher Scientific position peaked at $340K in Q4 2024.
1,619 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.