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Independent Solutions Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Independent Solutions 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 		$209K Sell
417
-165
-28% -$79.2K 0.03% 190
2026
Q1 		$286K Sell
582
-100
-15% -$54.3K 0.04% 164
2025
Q4 		$395K Sell
682
-51
-7% -$28.8K 0.07% 134
2025
Q3 		$356K Buy
733
+215
+42% +$100K 0.06% 143
2025
Q2 		$210K Sell
518
-131
-20% -$54.8K 0.04% 173
2025
Q1 		$323K Sell
649
-34
-5% -$18.4K 0.07% 146
2024
Q4 		$355K Sell
683
-74
-10% -$40.7K 0.08% 132
2024
Q3 		$468K Sell
757
-51
-6% -$30.2K 0.11% 121
2024
Q2 		$447K Sell
808
-12
-1% -$6.88K 0.1% 125
2024
Q1 		$477K Sell
820
-49
-6% -$27.5K 0.11% 127
2023
Q4 		$461K Buy
869
+28
+3% +$13.6K 0.12% 126
2023
Q3 		$426K Sell
841
-17
-2% -$9.06K 0.11% 136
2023
Q2 		$448K Sell
858
-47
-5% -$25.4K 0.11% 138
2023
Q1 		$522K Sell
905
-75
-8% -$42.3K 0.15% 117
2022
Q4 		$540K Sell
980
-35
-3% -$18.5K 0.16% 118
2022
Q3 		$515K Sell
1,015
-55
-5% -$30.8K 0.17% 112
2022
Q2 		$581K Sell
1,070
-260
-20% -$143K 0.18% 105
2022
Q1 		$786K Sell
1,330
-33
-2% -$19K 0.18% 100
2021
Q4 		$909K Sell
1,363
-50
-4% -$31.2K 0.21% 96
2021
Q3 		$807K Sell
1,413
-487
-26% -$267K 0.2% 102
2021
Q2 		$958K Sell
1,900
-1,004
-35% -$474K 0.23% 93
2021
Q1 		$1.33M Sell
2,904
-324
-10% -$155K 0.36% 66
2020
Q4 		$1.5M Sell
3,228
-156
-5% -$73.1K 0.47% 51
2020
Q3 		$1.49M Sell
3,384
-196
-5% -$81K 0.57% 45
2020
Q2 		$1.3M Hold
3,580
– – 0.55% 42
2020
Q1 		$1.02M Sell
3,580
-113
-3% -$35.6K 0.56% 39
2019
Q4 		$1.2M Buy
+3,693
New +$1.12M 0.53% 37

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

Independent Solutions Wealth Management's TMO Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 28% in Q2 2026, selling an estimated $79.2K and leaving 417 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #190.

Independent Solutions Wealth Management first reported a position in TMO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.5M in Q4 2020. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Independent Solutions Wealth Management held 417 shares of Thermo Fisher Scientific worth $209K as of Q2 2026.
  • Independent Solutions Wealth Management sold 165 Thermo Fisher Scientific shares in Q2 2026, an estimated $79.2K.
  • Thermo Fisher Scientific made up 0.03% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Independent Solutions Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Thermo Fisher Scientific position peaked at $1.5M in Q4 2020.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

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