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

HB 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
Q2 		$11.6M Sell
23,096
-2,967
-11% -$1.42M 0.06% 154
2026
Q1 		$12.8M Sell
26,063
-2,663
-9% -$1.45M 0.08% 131
2025
Q4 		$16.6M Buy
28,726
+1,304
+5% +$737K 0.11% 103
2025
Q3 		$13.3M Buy
27,422
+3,465
+14% +$1.61M 0.09% 123
2025
Q2 		$9.71M Sell
23,957
-4,204
-15% -$1.76M 0.08% 138
2025
Q1 		$14M Buy
28,161
+15,134
+116% +$8.2M 0.12% 104
2024
Q4 		$6.78M Buy
13,027
+256
+2% +$141K 0.07% 134
2024
Q3 		$7.9M Buy
12,771
+1,210
+10% +$716K 0.08% 113
2024
Q2 		$6.39M Buy
11,561
+1,649
+17% +$945K 0.07% 128
2024
Q1 		$5.76M Buy
9,912
+1,255
+14% +$704K 0.07% 138
2023
Q4 		$4.6M Buy
8,657
+1,420
+20% +$687K 0.07% 142
2023
Q3 		$3.66M Buy
7,237
+243
+3% +$129K 0.06% 152
2023
Q2 		$3.65M Sell
6,994
-396
-5% -$214K 0.06% 152
2023
Q1 		$4.26M Buy
7,390
+233
+3% +$131K 0.07% 135
2022
Q4 		$3.94M Buy
7,157
+1,978
+38% +$1.05M 0.07% 137
2022
Q3 		$2.63M Buy
5,179
+81
+2% +$45.3K 0.06% 151
2022
Q2 		$2.77M Buy
5,098
+840
+20% +$462K 0.06% 147
2022
Q1 		$2.52M Buy
4,258
+579
+16% +$333K 0.05% 159
2021
Q4 		$2.46M Buy
+3,679
New +$2.3M 0.05% 145

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

HB Wealth Management's TMO Position: Q2 2026 in Review

HB Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 11% in Q2 2026, selling an estimated $1.42M and leaving 23,096 shares worth $11.6M. The position accounts for 0.06% of the portfolio, ranked #154.

HB Wealth Management first reported a position in TMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.6M in Q4 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • HB Wealth Management held 23,096 shares of Thermo Fisher Scientific worth $11.6M as of Q2 2026.
  • HB Wealth Management sold 2,967 Thermo Fisher Scientific shares in Q2 2026, an estimated $1.42M.
  • Thermo Fisher Scientific made up 0.06% of HB Wealth Management's portfolio in Q2 2026, its #154 holding.
  • HB Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Thermo Fisher Scientific position peaked at $16.6M in Q4 2025.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.