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Oxler Private Wealth’s Thermo Fisher Scientific TMO Stock Holding History

Oxler Private Wealth’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 		$3.73M Sell
7,435
-1,389
-16% -$667K 1.07% 21
2026
Q1 		$4.34M Sell
8,824
-194
-2% -$105K 1.36% 17
2025
Q4 		$5.23M Sell
9,018
-257
-3% -$145K 1.51% 16
2025
Q3 		$4.5M Sell
9,275
-224
-2% -$104K 1.31% 17
2025
Q2 		$3.85M Sell
9,499
-385
-4% -$161K 1.21% 18
2025
Q1 		$4.92M Sell
9,884
-55
-0.6% -$29.8K 1.73% 18
2024
Q4 		$5.17M Sell
9,939
-58
-0.6% -$31.9K 1.7% 16
2024
Q3 		$6.18M Buy
9,997
+52
+0.5% +$30.8K 2.15% 15
2024
Q2 		$5.5M Buy
9,945
+6
+0.1% +$3.44K 2.04% 14
2024
Q1 		$5.78M Buy
9,939
+2,365
+31% +$1.33M 2.26% 13
2023
Q4 		$4.02M Sell
7,574
-2,514
-25% -$1.22M 3.34% 10
2023
Q3 		$5.12M Sell
10,088
-248
-2% -$132K 2.57% 10
2023
Q2 		$5.4M Sell
10,336
-146
-1% -$78.8K 2.57% 9
2023
Q1 		$6.05M Sell
10,482
-54
-0.5% -$30.4K 2.99% 9
2022
Q4 		$5.81M Sell
10,536
-227
-2% -$120K 3.13% 8
2022
Q3 		$5.47M Sell
10,763
-26
-0.2% -$14.6K 3.06% 7
2022
Q2 		$5.86M Sell
10,789
-19
-0.2% -$10.5K 2.82% 9
2022
Q1 		$6.38M Buy
10,808
+4
+0% +$2.3K 2.88% 9
2021
Q4 		$7.21M Sell
10,804
-110
-1% -$68.7K 2.99% 8
2021
Q3 		$6.24M Sell
10,914
-15
-0.1% -$8.23K 2.75% 8
2021
Q2 		$5.51M Sell
10,929
-25
-0.2% -$11.8K 2.4% 9
2021
Q1 		$5M Buy
10,954
+120
+1% +$57.3K 2.53% 8
2020
Q4 		$5.05M Buy
+10,834
New +$5.08M 2.84% 8

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

Oxler Private Wealth's TMO Position: Q2 2026 in Review

Oxler Private Wealth reduced its Thermo Fisher Scientific (TMO) stake by 16% in Q2 2026, selling an estimated $667K and leaving 7,435 shares worth $3.73M. The position accounts for 1.07% of the portfolio, ranked #21.

Oxler Private Wealth first reported a position in TMO in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.21M in Q4 2021. 2,623 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Oxler Private Wealth held 7,435 shares of Thermo Fisher Scientific worth $3.73M as of Q2 2026.
  • Oxler Private Wealth sold 1,389 Thermo Fisher Scientific shares in Q2 2026, an estimated $667K.
  • Thermo Fisher Scientific made up 1.07% of Oxler Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Oxler Private Wealth first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's Thermo Fisher Scientific position peaked at $7.21M in Q4 2021.
  • 2,623 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.