PBMares Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

PBMares 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
2025 Q3	$335K	Hold	690	–	–	0.05%	139
2025 Q2	$280K	Sell	690 -1	-0.1%	-$418	0.05%	154
2025 Q1	$344K	Sell	691 -149	-18%	-$80.7K	0.07%	133
2024 Q4	$437K	Hold	840	–	–	0.09%	120
2024 Q3	$520K	Sell	840 -2	-0.2%	-$1.18K	0.11%	107
2024 Q2	$466K	Sell	842 -16	-2%	-$9.17K	0.11%	109
2024 Q1	$499K	Buy	858 +22	+3%	+$12.3K	0.13%	106
2023 Q4	$444K	Hold	836	–	–	0.13%	109
2023 Q3	$423K	Hold	836	–	–	0.15%	109
2023 Q2	$436K	Hold	836	–	–	0.16%	112
2023 Q1	$482K	Hold	836	–	–	0.18%	102
2022 Q4	$460K	Hold	836	–	–	0.19%	91
2022 Q3	$424K	Hold	836	–	–	0.18%	100
2022 Q2	$454K	Sell	836 -59	-7%	-$32.5K	0.19%	96
2022 Q1	$529K	Buy	895 +25	+3%	+$14.4K	0.33%	84
2021 Q4	$581K	Hold	870	–	–	0.25%	85
2021 Q3	$497K	Hold	870	–	–	0.24%	87
2021 Q2	$439K	Hold	870	–	–	0.24%	88
2021 Q1	$397K	Hold	870	–	–	0.32%	89
2020 Q4	$405K	Hold	870	–	–	0.47%	78
2020 Q3	$384K	Hold	870	–	–	0.56%	62
2020 Q2	$315K	Sell	870 -59	-6%	-$19.8K	0.47%	72
2020 Q1	$263K	Sell	929 -100	-10%	-$31.5K	0.41%	80
2019 Q4	$334K	Buy	+1,029	New	+$312K	0.4%	80

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PBMares Wealth Management's TMO Position: Q3 2025 in Review

PBMares Wealth Management held its Thermo Fisher Scientific (TMO) position steady in Q3 2025 at 690 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #139.

PBMares Wealth Management first reported a position in TMO in Q4 2019 and has held it in 24 quarters since. The position peaked at $581K in Q4 2021. 2,508 funds tracked by Wall St. Rank hold TMO as of Q3 2025.

PBMares Wealth Management held 690 shares of Thermo Fisher Scientific worth $335K as of Q3 2025.
PBMares Wealth Management left its Thermo Fisher Scientific share count unchanged in Q3 2025.
Thermo Fisher Scientific made up 0.05% of PBMares Wealth Management's portfolio in Q3 2025, its #139 holding.
PBMares Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2019 and has held it in 24 quarters since.
PBMares Wealth Management's Thermo Fisher Scientific position peaked at $581K in Q4 2021.
2,508 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.