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Integrated Wealth Concepts’s Thermo Fisher Scientific TMO Stock Holding History

Integrated Wealth Concepts’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
Q1 		$3.03M Buy
6,163
+2,259
+58% +$1.23M 0.02% 598
2025
Q4 		$2.26M Sell
3,904
-1,987
-34% -$1.12M 0.03% 506
2025
Q3 		$2.86M Sell
5,891
-124
-2% -$57.7K 0.03% 550
2025
Q2 		$2.44M Sell
6,015
-451
-7% -$189K 0.02% 555
2025
Q1 		$3.22M Buy
6,466
+137
+2% +$74.2K 0.04% 439
2024
Q4 		$3.29M Buy
6,329
+652
+11% +$358K 0.04% 401
2024
Q3 		$3.51M Buy
5,677
+912
+19% +$540K 0.04% 371
2024
Q2 		$2.63M Sell
4,765
-1,625
-25% -$931K 0.04% 427
2024
Q1 		$3.71M Buy
6,390
+1,048
+20% +$588K 0.05% 326
2023
Q4 		$2.84M Sell
5,342
-2
-0% -$968 0.05% 362
2023
Q3 		$2.7M Buy
5,344
+109
+2% +$58.1K 0.05% 353
2023
Q2 		$2.73M Buy
5,235
+1,461
+39% +$788K 0.05% 353
2023
Q1 		$2.17M Sell
3,774
-2,855
-43% -$1.61M 0.04% 379
2022
Q4 		$3.65M Buy
6,629
+449
+7% +$238K 0.1% 198
2022
Q3 		$3.13M Buy
6,180
+641
+12% +$359K 0.1% 198
2022
Q2 		$3.01M Buy
5,539
+281
+5% +$155K 0.09% 202
2022
Q1 		$3.11M Sell
5,258
-307
-6% -$176K 0.09% 185
2021
Q4 		$3.71M Buy
5,565
+434
+8% +$271K 0.11% 162
2021
Q3 		$2.93M Buy
5,131
+356
+7% +$195K 0.1% 186
2021
Q2 		$2.41M Buy
4,775
+480
+11% +$226K 0.09% 195
2021
Q1 		$1.96M Buy
4,295
+2,857
+199% +$1.36M 0.08% 193
2020
Q4 		$670K Buy
1,438
+18
+1% +$8.44K 0.03% 346
2020
Q3 		$627K Buy
1,420
+45
+3% +$18.6K 0.04% 296
2020
Q2 		$498K Sell
1,375
-90
-6% -$30.2K 0.04% 283
2020
Q1 		$415K Buy
1,465
+12
+0.8% +$3.78K 0.04% 254
2019
Q4 		$472K Buy
1,453
+121
+9% +$36.7K 0.04% 284
2019
Q3 		$388K Buy
1,332
+64
+5% +$18.3K 0.04% 248
2019
Q2 		$373K Buy
1,268
+302
+31% +$83.2K 0.05% 236
2019
Q1 		$264K Buy
+966
New +$240K 0.04% 266
2018
Q4 		– Sell
-1,086
Closed -$270K – 289
2018
Q3 		$270K Buy
+1,086
New +$250K 0.08% 196

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Integrated Wealth Concepts's TMO Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Thermo Fisher Scientific (TMO) stake by 58% in Q1 2026, buying an estimated $1.23M and bringing the position to 6,163 shares worth $3.03M. The position accounts for 0.02% of the portfolio, ranked #598.

Integrated Wealth Concepts first reported a position in TMO in Q3 2018 and has held it in 30 quarters since. The position peaked at $3.71M in Q1 2024. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Integrated Wealth Concepts held 6,163 shares of Thermo Fisher Scientific worth $3.03M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,259 Thermo Fisher Scientific shares in Q1 2026, an estimated $1.23M.
  • Thermo Fisher Scientific made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #598 holding.
  • Integrated Wealth Concepts first reported a position in Thermo Fisher Scientific in Q3 2018 and has held it in 30 quarters since.
  • Integrated Wealth Concepts's Thermo Fisher Scientific position peaked at $3.71M in Q1 2024.
  • 2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.