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

TRB 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 		$828K Sell
1,651
-334
-17% -$160K 0.11% 106
2026
Q1 		$977K Buy
+1,985
New +$1.08M 0.14% 93

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

TRB Wealth Management's TMO Position: Q2 2026 in Review

TRB Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 17% in Q2 2026, selling an estimated $160K and leaving 1,651 shares worth $828K. The position accounts for 0.11% of the portfolio, ranked #106.

TRB Wealth Management first reported a position in TMO in Q1 2026 and has held it in 2 quarters since. The position peaked at $977K in Q1 2026. 2,602 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • TRB Wealth Management held 1,651 shares of Thermo Fisher Scientific worth $828K as of Q2 2026.
  • TRB Wealth Management sold 334 Thermo Fisher Scientific shares in Q2 2026, an estimated $160K.
  • Thermo Fisher Scientific made up 0.11% of TRB Wealth Management's portfolio in Q2 2026, its #106 holding.
  • TRB Wealth Management first reported a position in Thermo Fisher Scientific in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's Thermo Fisher Scientific position peaked at $977K in Q1 2026.
  • 2,602 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.