Kelleher Financial Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Kelleher Financial Advisors’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	$413K	Buy	824 +303	+58%	+$145K	0.06%	192
2026 Q1	$235K	Buy	521 +30	+6%	+$16.3K	0.06%	183
2025 Q4	$285K	Sell	491 -30	-6%	-$17K	0.07%	172
2025 Q3	$253K	Hold	521	–	–	0.06%	161
2025 Q2	$211K	Sell	521 -5	-1%	-$2.09K	0.07%	130
2025 Q1	$262K	Sell	526 -6	-1%	-$3.25K	0.1%	107
2024 Q4	$277K	Buy	532 +11	+2%	+$6.05K	0.1%	97
2024 Q3	$322K	Hold	521	–	–	0.12%	93
2024 Q2	$288K	Hold	521	–	–	0.12%	94
2024 Q1	$303K	Hold	521	–	–	0.13%	98
2023 Q4	$277K	Hold	521	–	–	0.13%	86
2023 Q3	$264K	Buy	+521	New	+$278K	0.14%	86
2022 Q1	–	Sell	-306	Closed	-$204K	–	123
2021 Q4	$204K	Buy	+306	New	+$191K	0.11%	114
2016 Q3	–	Sell	-1,500	Closed	-$221K	–	149
2016 Q2	$221K	Sell	1,500 -800	-35%	-$118K	0.13%	118
2016 Q1	$325K	Buy	2,300 +300	+15%	+$40.2K	0.18%	109
2015 Q4	$283K	Sell	2,000 -500	-20%	-$66.7K	0.19%	88
2015 Q3	$305K	Hold	2,500	–	–	0.2%	87
2015 Q2	$324K	Hold	2,500	–	–	0.18%	86
2015 Q1	$335K	Hold	2,500	–	–	0.19%	91
2014 Q4	$313K	Sell	2,500 -2,500	-50%	-$304K	0.17%	85
2014 Q3	$588K	Hold	5,000	–	–	0.32%	61
2014 Q2	$590K	Hold	5,000	–	–	0.31%	61
2014 Q1	$601K	Hold	5,000	–	–	0.33%	59
2013 Q4	$557K	Hold	5,000	–	–	0.29%	62
2013 Q3	$461K	Hold	5,000	–	–	0.26%	64
2013 Q2	$423K	Buy	+5,000	New	+$416K	0.26%	66

Other funds holding TMO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kelleher Financial Advisors's TMO Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Thermo Fisher Scientific (TMO) stake by 58% in Q2 2026, buying an estimated $145K and bringing the position to 824 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #192.

Kelleher Financial Advisors first reported a position in TMO in Q2 2013 and has held it in 26 quarters since. The position peaked at $601K in Q1 2014. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Kelleher Financial Advisors held 824 shares of Thermo Fisher Scientific worth $413K as of Q2 2026.
Kelleher Financial Advisors bought 303 Thermo Fisher Scientific shares in Q2 2026, an estimated $145K.
Thermo Fisher Scientific made up 0.06% of Kelleher Financial Advisors's portfolio in Q2 2026, its #192 holding.
Kelleher Financial Advisors first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 26 quarters since.
Kelleher Financial Advisors's Thermo Fisher Scientific position peaked at $601K in Q1 2014.
2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.