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Institute for Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Institute for 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 		$509K Buy
1,016
+39
+4% +$18.7K 0.05% 322
2026
Q1 		$480K Sell
977
-2
-0.2% -$1.08K 0.05% 333
2025
Q4 		$567K Buy
979
+23
+2% +$13K 0.06% 283
2025
Q3 		$464K Buy
956
+55
+6% +$25.6K 0.05% 338
2025
Q2 		$365K Sell
901
-16
-2% -$6.69K 0.04% 384
2025
Q1 		$456K Hold
917
– – 0.06% 311
2024
Q4 		$477K Sell
917
-46
-5% -$25.3K 0.06% 292
2024
Q3 		$595K Sell
963
-28
-3% -$16.6K 0.08% 263
2024
Q2 		$548K Sell
991
-14
-1% -$8.02K 0.07% 264
2024
Q1 		$584K Sell
1,005
-177
-15% -$99.3K 0.08% 260
2023
Q4 		$627K Hold
1,182
– – 0.1% 227
2023
Q3 		$598K Buy
1,182
+162
+16% +$86.3K 0.11% 224
2023
Q2 		$532K Sell
1,020
-30
-3% -$16.2K 0.09% 252
2023
Q1 		$605K Buy
1,050
+26
+3% +$14.7K 0.12% 229
2022
Q4 		$564K Buy
1,024
+18
+2% +$9.54K 0.12% 239
2022
Q3 		$510K Hold
1,006
– – 0.11% 232
2022
Q2 		$546K Hold
1,006
– – 0.11% 255
2022
Q1 		$594K Sell
1,006
-38
-4% -$21.8K 0.1% 259
2021
Q4 		$696K Sell
1,044
-1
-0.1% -$624 0.11% 218
2021
Q3 		$597K Buy
1,045
+159
+18% +$87.3K 0.1% 236
2021
Q2 		$447K Sell
886
-23
-3% -$10.9K 0.08% 297
2021
Q1 		$415K Buy
909
+23
+3% +$11K 0.08% 296
2020
Q4 		$413K Sell
886
-170
-16% -$79.7K 0.08% 293
2020
Q3 		$466K Buy
1,056
+157
+17% +$64.9K 0.11% 239
2020
Q2 		$326K Buy
899
+19
+2% +$6.37K 0.08% 312
2020
Q1 		$250K Sell
880
-92
-9% -$29K 0.08% 318
2019
Q4 		$316K Buy
972
+26
+3% +$7.88K 0.07% 335
2019
Q3 		$276K Sell
946
-396
-30% -$113K 0.07% 341
2019
Q2 		$394K Buy
1,342
+62
+5% +$17.1K 0.09% 294
2019
Q1 		$350K Buy
+1,280
New +$319K 0.08% 304
2017
Q3 		– Sell
-1,447
Closed -$250K – 383
2017
Q2 		$250K Buy
+1,447
New +$243K 0.07% 338

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

Institute for Wealth Management's TMO Position: Q2 2026 in Review

Institute for Wealth Management increased its Thermo Fisher Scientific (TMO) stake by 4% in Q2 2026, buying an estimated $18.7K and bringing the position to 1,016 shares worth $509K. The position accounts for 0.05% of the portfolio, ranked #322.

Institute for Wealth Management first reported a position in TMO in Q2 2017 and has held it in 31 quarters since. The position peaked at $696K in Q4 2021. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Institute for Wealth Management held 1,016 shares of Thermo Fisher Scientific worth $509K as of Q2 2026.
  • Institute for Wealth Management bought 39 Thermo Fisher Scientific shares in Q2 2026, an estimated $18.7K.
  • Thermo Fisher Scientific made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #322 holding.
  • Institute for Wealth Management first reported a position in Thermo Fisher Scientific in Q2 2017 and has held it in 31 quarters since.
  • Institute for Wealth Management's Thermo Fisher Scientific position peaked at $696K in Q4 2021.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.